How I Track Invested Money in YNAB - YouTube
Aug 23, 2021 · I didn't want to add it as a Tracking Account since transfers to these accounts just look like expenses. So, I create this fake, unlinked account and call it Investment for the Year.
How to Add an Account in YNAB
Add an account in YNAB to record your income and track your spending. Choose to link the account for direct import or add an unlinked account, and decide on an account type.
Linked Account Statuses
If your account is hitting a connection or importing issue, you'll see this reflected with an icon to the left of the account name on the Accounts tab. You'll also be notified from within the specific …
Top Financial Aggregators to Track All Your Accounts
Oct 30, 2025 · Connect and track all your accounts in one place with top financial aggregator apps like Origin, YNAB, Monarch Money, Empower. Range and PocketSmith.
Handling Cash in YNAB: A Guide
Manage cash in YNAB by choosing between two options: a cash account or a cash category. Determine your choice based on your cash spending habits and willingness to track every penny.
How to Assign Your Savings in YNAB
You'll notice making a transfer ↗️ from a checking account to a savings account (one Cash account to another) doesn't require a category or change anything in your plan. That's …
How to Get Back on Track with YNAB
Aug 22, 2024 · Did you fall off of the budgeting bandwagon? It's never too late to get back on track. Learn to enjoy a guilt-free Fresh Start with YNAB.
r/ynab on Reddit: How do you track investments?
May 1, 2023 · I use accounts in YNAB for tracking account value. I use Google sheets for tracking the content of the accounts and for analysis.
Moving funds from Budget to Tracking Accounts : r/ynab
Apr 26, 2022 · I have been using YNAB since the past 6 months and it has been great. I am looking for solutions to handle a particular scenario related to Tracking accounts. I have all my …
YNAB vs. Mint
Feb 7, 2025 · We compared features, ease of use, costs, and much more of popular budgeting apps Mint and YNAB to help you decide which tool is the best choice for you.
Tracking Our Home Value: It’s Way More Than a Number | YNAB
Jul 17, 2025 · Learn why your home’s value is more than just equity—and how to track it in YNAB to see your full financial picture.
How to Do Your Mortgage in YNAB
Jul 27, 2020 · If you're wondering how to do your mortgage in YNAB, Erin lays out exactly how to set up a tracking account and categories to keep it tidy.
Moving Money in YNAB
Tracking Money Moves YNAB tracks how and when money moves between your categories and Ready to Assign so you can consider how your priorities shifted and use that information to …
Handling transfers between investment tracking and budget accounts
Sep 8, 2023 · I added my investment accounts manually as tracking, not wanting to link them, but I have automatic transfers set up. Sometimes I manually transfer, and other times I withdraw …
Tracking savings in YNAB : r/ynab
Nov 14, 2019 · Tracking savings in YNAB Using YNAB, how do you go about tracking amount saved monthly/yearly? The bulk of my savings I put into an investment account, which is …