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YNAB newbie help paying bills on app

4 replies

Ljlsmum · 02/02/2018 11:06

I've just started using YNAB and I'm struggling working out how to show that a bill is paid. I go to the add transaction page and put date in for when I want bill to show as paid then it asks for the payee and the options My other bank accounts I have put in. I don't want to move make money into those accounts- I just want to show that I've paid the bills and for my account to update to show that.

Anyone know where I'm going wrong?

Also- how do I show or separate a savings account so that the app isn't using the cash in there as for use to be budgeted. I tried putting the figure in outflow but it just looks like it's a negative amount.

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MickeyLuv · 02/02/2018 12:41

You are doing it correctly as far as I can see, there should be no need to move money anywhere. If you have paid it from your current account, just make sure you select that account, add transaction and fill in all the details.

If you have cash in a separate savings account, just add that as an 'off budget' account.

Ljlsmum · 02/02/2018 13:58

Thank you MickeyLuv I see I was being really dim and not putting in the amount in the outflow box. I kept seeing it written and thinking I had to just pick an option.
I've also put my little bit of savings in the tracking part so it's not going in the budget now.

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MessySurfaces · 03/02/2018 12:37

Ynab have really good customer service and will hold your hand through it all if you ask them too- that's what you pay for with the subscription!

Ljlsmum · 06/02/2018 19:56

Thank you Messy

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