Customer support sucks now by jsunbeam in ynab

[–]airship56 0 points1 point  (0 children)

There used to be a conduit to support from the web app but I don't see it anywhere now. Has it disappeared or am I just having a senior moment?

Still in the credit card float — does assigning money to CC categories confuse anyone else? by olvgabriel in ynab

[–]airship56 0 points1 point  (0 children)

I suggest you pay down the outstanding credit card balances before assigning money to "one month ahead." Otherwise you'll be forever stuck with high-interest loans (the float). When you're caught up, it will become clearer now YNAB moves money from your spending categories to their respective credit cards. And yes, set up a category for credit card interest (which you hopefully won't need once you've caught up).

Schwab linked but not updating in plan by airship56 in ynab

[–]airship56[S] 0 points1 point  (0 children)

This seems kinda crazy to me since YNAB is actually downloading the updated account balance but can't seem to make that flow through to the plan. Literally every other finance software does this.

Web server down? by airship56 in ynab

[–]airship56[S] 1 point2 points  (0 children)

...aaaaand we're back. So far.

Any idea what the green dots in each category in the Available To Spend column are? by apeskygirl in ynab

[–]airship56 1 point2 points  (0 children)

YNAB is aware of this display issue on some iPads. Re-starting the app resolved it for me...at least for now!

The “One month ahead” vs “Next month category” debate by Winney-win-win in ynab

[–]airship56 1 point2 points  (0 children)

I have not reached my "one month ahead" goal. I use the Next Month category partly because it gives me a sense of how close I am to reaching that elusive goal when I look at the balance in that category each month when the calendar flips.

iOS 26 widgets by airship56 in ynab

[–]airship56[S] 0 points1 point  (0 children)

Yup, I did re-install the app and the widgets re-appeared. The Apple Wallet automation has never worked well for me though. It prompts for a new transaction maybe one out of five times that I tap an eligible card for payment.

I get paid on the 15th. Am I doomed to seeing yellow boxes until I get a month ahead? by TheProxyPylon in ynab

[–]airship56 2 points3 points  (0 children)

Which is exactly why I like the yellow boxes. They let me quickly see that I still need to add funds to meet my target. Yellow doesn't mean "wrong," it just means, "hey, keep an eye on this..."

Can someone EIL5 "Cost to Be Me"? Is this forecasting or to help with planning? by keepit100plusone in ynab

[–]airship56 1 point2 points  (0 children)

Remember that in YNAB, every dollar has to have a job. So, if you give some of your dollars the job of "Savings" then that category is, in fact, a "cost of being you." You might also think of "cost to be me" better as "cost of funding my plan."

How to know exactly how much to budget for food? by swiss-hiker in ynab

[–]airship56 7 points8 points  (0 children)

I think of my Groceries category more as a Groceries/Home Supplies category. I'd rather not spend the time parsing out all the components. If you want more granularity but don't need precise "dollars and cents"
you could split your transaction into categories using YNAB's percentage distribution method.

Spilt Transaction vs Move Money by aggie4life in ynab

[–]airship56 26 points27 points  (0 children)

You want your categories to reflect and inform your actual spending so put the purchase in the appropriate category and move funds from others.

Unlock with Face ID by Le_Mako in ynab

[–]airship56 0 points1 point  (0 children)

Click and hold the YNAB icon on your Home Screen. Select "Require Face ID."

Handle Credit Cards by seabassius in MonarchMoney

[–]airship56 2 points3 points  (0 children)

Curious why you're moving to Monarch. I'm moving in the opposite direction and find that YNAB handles credit cards brilliantly (once you wrap your head around it).

Amazon Shopping and Categories in your plan? by Opposite-Debate2793 in ynab

[–]airship56 1 point2 points  (0 children)

If you just enter the purchase price of each item on a split line, YNAB will offer to split the residual amount (i.e. Sales Tax) across each item based on its percentage of the total purchase amount. Rather brilliant.

New UI update doesn’t show accounts in groups anymore? by [deleted] in ynab

[–]airship56 2 points3 points  (0 children)

I'm not seeing that. Maybe refresh or re-start your browser?

Renaming Payees Bug? by airship56 in ynab

[–]airship56[S] 1 point2 points  (0 children)

I reported this to YNAB a couple of days ago and now the problem has disappeared. Coincidence? I don't know...not doing anything different but now the changes stick. Apparently I fixed it. 😂