Questions tagged [ynab]

For questions related to You Need A Budget (YNAB) personal budgeting software.

4 questions
15
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1 answer

How are the "Credit Card Payments" categories supposed to work in the web version of YNAB?

I am using the web version of You Need a Budget (YNAB) after previously using YNAB 3 and 4. One of the big changes to the web version of YNAB is that credit cards are handled differently, as described in the YNAB 4 transition guide. The transition…
Thunderforge
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13
votes
4 answers

How can I budget a 'conditional reimbursement'?

To start off, I don't know the correct term for this situation, which limits my research options. I have looked for 'conditional loan', 'conditional reimbursement' and such, but none of the results resemble my situation. I recently bought an item…
Loid Thanead
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2
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1 answer

I reconciled my credit card and now I need to budget money?

So I recently went about two weeks without tracking my purchases on YNAB. I cross-checked the majority of my purchases but the bill wasn't giving me the same total as YNAB. So I used 'Reconcile Account' to bring the numbers back in line. YNAB added…
Jason L
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2
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1 answer

YNAB: periodic payments to investment account for retirement?

TL;DR In YNAB monthly budget I want a category for my investment account and am looking for suggestions how to cleanly achieve this. I am trying to achieve the following: Use You Need A Budget to track and plan my finances Save enough for…
julka
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