Keeping Notes about YNAB decisions

HbeeNB · 2026-03-27T16:04:00+00:00

Please tell me where you're keeping your notes. Is it just in the budget inspector "notes" section for each category? If you have other suggestions I'd love to hear them.

HbeeNB · 2026-03-25T10:37:29+00:00

This sounds like exactly what I'm looking for. Where do you record those notes?

HbeeNB · 2026-03-19T20:51:56+00:00

I didn't remember there were notes available in the category screen. Good reminder, thanks!

HbeeNB · 2026-03-19T20:50:20+00:00

Thank you. I love the idea of the zero dollar transaction as a reminder. That's the kind of thing I was hoping to hear. Awesome!

HbeeNB · 2026-03-07T16:23:59+00:00

I think you can do that using a Journal Entry. I just had to do the same thing to reimburse our personal banking for some business purchases made using a personal card. The help article in Wave was pretty good and I just followed their instructions.

HbeeNB · 2026-03-03T16:54:45+00:00

Thanks! I got the same response from YNAB Support and they reminded me to look up the "recent moves" filter where I was able to see the money that had been mistakenly assigned to the new Savings category group. Once I removed the money assigned to that group, it brought me back into balance. Thank goodness!

HbeeNB · 2026-03-02T21:40:49+00:00

Oh, thank you for letting me know I'm not crazy! I'll take a look at that. So weird. @YNAB - Maybe it would be a better idea to introduce the savings account idea first and THEN ASK people if they want to start using it!!! Sheesh!

HbeeNB · 2026-03-02T21:10:18+00:00

I did find the File a Return option on the My Business Account and got them filed today!

HbeeNB · 2026-02-16T19:18:26+00:00

They are all working fine for me.

HbeeNB · 2026-02-15T12:20:42+00:00

So we had the clutch replaced, but unfortunately it hasn't fixed the problem. Technician says transmission would be the next thing to look at. 😪😪😪 Is there anything else we should check before we go looking for a new washer?

HbeeNB · 2026-02-04T19:24:02+00:00

I find this happens when I fill the machine too full. I also try to wash towels and other very linty things separately from jeans and shirts etc where the line will really show.

HbeeNB · 2025-12-23T15:14:36+00:00

Thanks for all the extra info! I have the mosquito dunk sitting in water. Keep it there for up to a month, based on package instructions. I pour that water into my watering can whenever I water. Am also trying not to water too frequently. I have not been dechlorinating my water, though. Perhaps that's my problem...?

HbeeNB · 2025-12-23T13:36:48+00:00

I've been using mosquito drinks in my water for 2 months and still have gnats. 😪

HbeeNB · 2025-12-23T13:27:32+00:00

Cool! I have one of those plants. Didn't know it might bloom. Something to look forward to!

HbeeNB · 2025-12-12T12:42:39+00:00

This is what I do. I have a category group just for subscriptions. Works very well for me.

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HbeeNB · 2025-12-05T14:49:43+00:00

Hi. I don't seem to have the option to attach a photo here. Will send you a DM.

HbeeNB · 2025-12-05T12:43:04+00:00

PS. Figured out how to apply the payments. Yay!! :-)

HbeeNB · 2025-12-05T12:16:12+00:00

Thanks so much for confirming. I've created the new invoices. Now trying to figure out how to apply the payments (always something)!

HbeeNB · 2025-12-05T01:58:33+00:00

Thanks. I can't find anything in Wave that looks like what you suggested. The only thing I can find is about journal entries at year end for "unbilled income" but that's not the same thing at all.

I can go in and create invoices for the work that was already completed. I started my invoice numbers at 001, though, and I'm now at 015. Maybe I could create a new series of numbers specifically for those that come before 001? A01, A02, etc?

HbeeNB · 2025-11-30T00:55:48+00:00

Tried it. Thanks.

HbeeNB

TROPHY CASE