YNAB You Need A Budget

[Mudie]

My slight variation on it (which others are probably already doing) is to simply split my screen into two windows, with my UNRECONCILED CHECKING on the left, and my online bank account on the right.

Nice tip Stan.

I'm an old school ALT-TAB guy myself but I like your idea of having them both visible at the same time. After my feature request last night you might think I would have thought of that already..., but I hadn't.

While we're on the subject, one other thing you might consider doing is to use the "Unassigned" tab as opposed to creating separate tabs for each account. You can of course continue with your "CHECKING minus UNRECONCILED CHECKING" approach if you'd like, but I've found that keeping all of the "floaters" all nested together (regardless of which account they are destined for) helps keep it simple.

BTW, in a very soon to be released version of Pro, the Unassigned tab will show it's "balance" just like the other accounts do now.

Steve

[aharon]

so...I ran across a problem when upgrading to YNAB 3 beta. I found $920 that I didn't know I had. To make a long story short, the money came from past months that didn't have a $0 available balance because I had deleted some categories. Well, after taking care of that, I'm still off somewhere, and I can't quite figure out where. My register matches my bank to the penny, but if I add my available balance for December ($0) to my remaining balance ($5313.79) and my primary income for January '10 ($1897.13), I get 7210.92. My register has an available balance of $7076.19, so I'm off by $134.73. All months in my budget are now at $0, so I'm really lost as to how to make the numbers match. Any suggestions?

Thanks!

BTW, I'm going to be starting a new budget in YNAB 3, but before I do so, I want to make everything in YNAB Pro even out...

[Patzer]

I found $920 that I didn't know I had. To make a long story short, the money came from past months that didn't have a $0 available balance because I had deleted some categories. Well, after taking care of that, I'm still off somewhere, and I can't quite figure out where. My register matches my bank to the penny, but if I add my available balance for December ($0) to my remaining balance ($5313.79) and my primary income for January '10 ($1897.13), I get 7210.92. My register has an available balance of $7076.19, so I'm off by $134.73. All months in my budget are now at $0, so I'm really lost as to how to make the numbers match. Any suggestions?

When you deleted those categories, any transactions that used those categories became uncategorized. Uncategorized transactions don't affect the budget, and in Pro make money disappear into hyperspace or appear out of thin air. It's pretty easy to find the transactions that have blank category by sorting the registers, but that misses any blank categories hiding in split transactions. Sad to say, I know of no better way to run those down than to sort the registers by category, and look inside every. single. one. of your split transactions to see if they have any blank category line items.

EDIT: A better way occurred to me: Open your YNAB Pro file in YNAB 3. Sort the registers by category. You can view the split line item detail without actually opening the transactions for edit. Finding blank line items within splits will still be tedious, but not as tedious as in Pro. Then as you find them, you can switch back to Pro and fix them. It won't be a problem to have the file open in Pro, because YNAB 3 will be converting and creating a new budget, not editing the old YNAB Pro budget file.

Patzer

[RedTinaRN]

My budget is off by $21. YNAB shows me having $21 more than I actually have. Even though I can't stand this and can't find the error, I just want to correct it and move on. But I don't know how to do it. How can I correct it? Do I have to start a new budget to fix it? I REALLY don't want to start over. Also, I don't know how to go back to other months to check to see where my error is. When I open previous files, YNAB plugs in all the scheduled payments that have occurred since that month throwing off the totals. Any advice would be greatly appreciated!

[thefish30]

I think you'd be better off starting a new topic for your problem than tacking on the end of an old one that isn't necessarily about the same thing. Do you somehow know that the problem is connected with the checking register, as the topic states? Are you still using Pro?