You need a budget (YNAB) advice thread

LondonGirl252

I've had a problem with YNAB this morning, I have emailed them but just in case any of you guys have the answer....


I was using wifi sync to sync my iPhone to my PC but this morning thought I would set up the cloud sync through drop box.


When I try to do this on my phone is says the selected cache is not available, has anyone else had this issue?

lilahloo

Hi Londongirl

I haven't had this issue but I have been experiencing some 'not responding' problems with the software. I found the support team really helpful and I'm keeping my fingers crossed they've fixed my file - I'm a bit worried it may be my ancient pc that's really the problem!

Hope you get your problem fixed too.

LondonGirl252

Thanks yes they were mega helpful and got it sorted quickly.


For anyone else with this problem - un-install both apps on your iPhone.
On the desktop version, save a version then load it. Let it sync to dropbox.


Then, re-install both apps


Hey presto!

LondonGirl252

On another note, my partner and I are moving in together from August/September and I'm going to set up a join account for all our bills and want to log these on YNAB too but want it completely separate from my stuff.... would I need to buy a second licence to be able to do this?

Pixie5740

LondonGirl252 wrote: »

On another note, my partner and I are moving in together from August/September and I'm going to set up a join account for all our bills and want to log these on YNAB too but want it completely separate from my stuff.... would I need to buy a second licence to be able to do this?

You can have more than one budget under the same licence. I have a business budget and a personal budget, both completely separate from each other.

LondonGirl252

That's good to know! How do you set that up?

LondonGirl252

Sorry just saw the "create a new budget" option under file... assuming this is the way? It definitely doesn't lose what I have already?

Pixie5740

It definitely doesn't lose the budget you already have.

LondonGirl252

Awesome, thanks

LavenderGrove

Hi everyone
I'm just wondering if anyone here can please help me? Thanks to Firewyrm for her recommendation I've been using YNAB for a while and I love it.

I have an ATB amount of £3.92 showing green for august budget which has been carried over since May. But if I allocate it to a category my bank balance is down by 3.92. Any suggestions how I can make my bank balance and ynab figures show the same?

Patzer's formula has worked for me before, but not now. My bank balance (blue l/h column) is down by £3.92. So the only way I can get my income, outflows and budget to reflect what's in my bank balance is by leaving £3.92 as available to budget.

I did post earlier but it came up on the general board and ChaoticC suggested going back and checking all transactions. Beanie responded also so thank you.

Thank you
LG:)