As of May 31, 2023, we have updated our Code of Conduct.

Questions tagged [ynab]

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

Filter by
Sorted by
Tagged with
13 votes
4 answers
2k views

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 ...
Loid Thanead's user avatar
2 votes
1 answer
519 views

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 ...
Jason L's user avatar
  • 123
2 votes
1 answer
968 views

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 ...
julka's user avatar
  • 121
15 votes
1 answer
18k views

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 ...
Thunderforge's user avatar
  • 1,345