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YNAB help - how to manage 2 budgets

1 reply

Gazelda · 31/07/2022 17:41

I've had YNAB for quite a while and was happily managing my personal budget (Halifax bank) with it.

I've recently added a joint account budget, linking a Santander account.

The problem I have is that both budgets seem to be linked to both the Halifax and the Santander accounts, thus showing an incorrect 'to be budged' amount.

Can any be help me link the Halifax account to the personal budget, and the Santander account to the joint budget.

OP posts:
BertieBotts · 31/07/2022 17:43

If you want them separate then you would start an entirely new budget. That's at the top left drop down menu in the web version but I don't know how to do it on mobile.

Do you really want to budget by account though? The great thing about YNAB is you can combine everything into one budget. The only reason I've seen people say you should make a separate one is eg separating business finances from home finances.

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