Search Results: the four rules
...Rules You can create rules to rename payees based on any exact string of letters or numbers an imported payee contains. These rules are handy for renaming payees that include...Read Help Article
We've designed YNAB, the app, around four simple but powerful rules…what we call the YNAB Method. It's at the heart of everything we do! This article provides a brief overview...Read Help Article
...YNAB in the Middle of the Month: A Guide ↗️. Saving for a particular purpose? Targets: A Guide ↗️ Need a refresher on the four rules of the YNAB Method?...Read Help Article
...you, how can you represent them accurately in YNAB? Allow us to introduce the “Settle Up” Transaction. Before we unveil it, let’s set two ground rules: The Ground Rules Every...Read Help Article
...mind: YNAB the app is based on the YNAB Method, so check out the Four Rules ↗️. The foundation of the method is Rule One: Give Every Dollar a Job. The YNAB...Read Help Article
...and categorize your transactions ↗️. Don't worry about getting it exactly right; you can always modify categories while following YNAB's four rules ↗️. In This Article: How Auto Categorization Works How...Read Help Article
...than the cleared amount will be, it can cause uncleared duplicates in the account register. Our matching rules ↗️ are based on the amounts being the same, so the pending transaction...Read Help Article
...on web or mobile, which will fix those renaming rules going forward. Still having trouble? If payee renaming isn’t the culprit and you’re consistently seeing incorrect payees, send us a...Read Help Article
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