Category: Tips
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Handling credit card rewards in YNAB
One of the great things about YNAB is that it allows you to use your credit card like a debit card. If the things you buy with your credit card are covered in the budget, YNAB moves the amount of the transaction from the budget category to the credit-card payment category while it waits for…
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Navigating around your budget
I have 102 categories in my personal budget (divided among 11 category groups) and getting around my budget would be challenging if it weren’t for some of the shortcuts YNAB provides. In this video, I share some of my favorite ways to make navigating around my big budget easy. I reference the Toolkit for YNAB…
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Handling a reversed charge in YNAB
I visited a friend in New York over the weekend and at the end sent her $145 via Venmo, reimbursing her for my part of a couple of dinners out. To my surprise, Venmo took the money out of my bank account twice. Before I had a chance to contact my bank, I had a…
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Some places to trim the budget
When I work with clients to set up a new budget, we start with their budget template, deciding on the categories and category groups for their new budget. Then we add targets (sometimes we add categories and targets at the same time). The last step is to link their accounts and assign the money they…
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Looking for an elusive transaction?
Sometimes things come up in YNAB that cause me to scratch my head in puzzlement. That happened today and I came up with an easy way to figure it out, so I thought I’d share it with you. When I logged into YNAB this morning there was $54.38 in Ready to Assign in my business…
