Frequently Asked Questions
You’ve got questions? That is so perfect because we’ve got answers—check it out!
How, exactly, do I get started?
You’ll never be great at money unless you start. Everything else—the end of financial stress, getting ahead, unicorns and show ponies—will come later. But only if you start. (Not quitting is also important, but first we start.) So, let’s get to it.
Help! I can’t connect to my bank!
Direct Import is amazing. But there are quite a few moving parts, and sometimes they need an adjustment.
How do I import a file from my bank?
Looking for a way to import transactions that isn’t Direct Import? Live outside the U.S. or Canada? Try File-Based Importing!
(Only available in the web app.)
How do I make a credit card payment?
If you’re just getting going with your credit cards in YNAB, check out Credit Cards: The Basics first! You’ll be set up correctly from the start, and the more detailed information on payments here will be a breeze!
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Start Here!
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I need help reconciling my accounts!
Because you use your budget to make spending decisions, your records in YNAB need to be in complete agreement with your bank’s records—this process is called reconciliation.
Should I put my savings in my budget?
All the dollars in your budget need jobs – it doesn’t matter if that job is immediate, a few months from now, or years down the road.
