Managing Payees in YNAB | Automatic Categorization, Renaming Rules, and More

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YNAB

YNAB

Күн бұрын

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@MidlifeMoneyMoves
@MidlifeMoneyMoves 7 ай бұрын
“Welcome to our club” is the realest thing I have heard in a long time. 😂😂😂
@YNABofficial
@YNABofficial 7 ай бұрын
It's not exclusive, but a little bit. 🌻 Hannah
@MindyTunnell
@MindyTunnell 7 ай бұрын
100% 😂
@jeffhollander7630
@jeffhollander7630 5 ай бұрын
lol, yep. Turns out I am in this club too!!
@amycade4606
@amycade4606 7 ай бұрын
I'm embarrassed at how much fun I'm having cleaning up my Payees. Holy cow this is just a wonderfully nerdy time!!!
@YNABofficial
@YNABofficial 7 ай бұрын
You and the rest of us. Wonderful nerddom unite!! ✊ 🌻 Hannah
@deborahrives1184
@deborahrives1184 7 ай бұрын
I don't really care about the payee thing, I just saw a new Hannah video and said, "sweet"! 😁
@YNABofficial
@YNABofficial 7 ай бұрын
Awww, thanks Deb!! 🥺 🌻 Hannah
@Nick-pt2px
@Nick-pt2px 5 ай бұрын
Yep. Never touched that feature. Auto payers are good enough lol
@mygelbergstresser7729
@mygelbergstresser7729 7 ай бұрын
I recently migrated from mint. YNAB has been difficult to wrap my head around, but these videos have been very helpful. Love the humor
@YNABofficial
@YNABofficial 7 ай бұрын
YAY! So glad!! And thank you! It's important to make potentially overwhelming topics as light-hearted and enjoyable as possible, am I right?! 🌻 Hannah
@frankie6356
@frankie6356 7 ай бұрын
Also migrated from Mint and it does take some initial study but now that I've got myself grounded it is SO MUCH BETTER than Mint!! I also found some videos by @mappedoutmoney and of course Reddit to be helpful in offering other ways to organize with YNAB. I will say I find the phone app to be pretty confusing (and limited) still, and decided to just stick with the web
@haleyterrell7172
@haleyterrell7172 7 ай бұрын
It took me 3 tries to stick with it! The learning curve is steep! I switched from mint a few years ago and never missed it!
@Spiritgate.Suzanne
@Spiritgate.Suzanne 6 ай бұрын
I joined Nick True's "Ahead in 100" group which is a money coaching program that trains in YNAB and then how to ACTUALLY have a healthy relationship with money
@angelicatronco5850
@angelicatronco5850 7 ай бұрын
Always super helpful content-thank you! I also love that Hannah and her husband are “that couple” who would set up their budget on their honeymoon-that is too cute and relatable. 😂❤️
@YNABofficial
@YNABofficial 7 ай бұрын
Gotta start that marriage off on the right foot, ya know?! 🌻 Hannah
@JessicaMcCafferty94
@JessicaMcCafferty94 7 ай бұрын
My boyfriend let me tidy up his payees recently, I was so excited. Full on budget nerd
@YNABofficial
@YNABofficial 7 ай бұрын
And way less creepy than popping someone else's zit or peeling their sunburn. But just as satisfying. (Did I say that out loud?🥴) 🌻 Hannah
@grandspartan1176
@grandspartan1176 7 ай бұрын
OK so look I've been using YNAB since 2010 before we had all this fancy web app stuff. Yet somehow, I am always still learning new things and new ways to do things! It never dawned on me that I could turn off the auto categorize function for specific payees!! And I've been in this setting several times! This is going to be so helpful for Walmart and Sams! Im always fighting with them coming up and pre-split categories when I am getting just gas for instance. Great tip! Thanks Hannah! 💛
@doc2w534
@doc2w534 7 ай бұрын
Back in my day we YNAB’d in Excel! ❤❤❤
@YNABofficial
@YNABofficial 7 ай бұрын
Yes! Those more generic payees that could easily fit into ten different categories can get annoying! That's when I just flip that auto-cat switch right off 😂 Is there a way to search all payees that don’t have transactions attached?
@acrrazywriter
@acrrazywriter 7 ай бұрын
I didn't know we could turn off automatic categorization! 🤯 Off to go clean up my payees and uncheck that box for venmo, brb!
@YNABofficial
@YNABofficial 7 ай бұрын
RIGHT?! That was a big day for me, too. 🌻 Hannah
@doc2w534
@doc2w534 7 ай бұрын
I hate huge lists of payees so I simplified everything. I have “grocery” as a payee and then put the grocery store name in my memo. Or “auto loan” and then put which of my vehicle loans it is for in the memo. I’m so happy Hannah said it’s OK to do. I always thought I was crazy for doing it like this. :)
@YNABofficial
@YNABofficial 7 ай бұрын
Yes! BenB of the Budget Nerds does this too!! 🌻 Hannah
@darlene971
@darlene971 6 ай бұрын
i do that too. Along with gas stations. I just dont put anything in the memo.
@JimPryde
@JimPryde 7 ай бұрын
First off, plenty of midwest love... We had a Piggy Wiggly here, but it closed! Second, this video is one of the most helpful I've seen. Turning off auto-categorization for Amazon and Venmo just saved my bacon!
@YNABofficial
@YNABofficial 7 ай бұрын
No Piggly Wiggly where I'm at, but I try to circulate popular and recognizable store names for all our different viewers around the country 😂 🌻 Hannah
@PamJernigan
@PamJernigan 7 ай бұрын
Dang it, Hannah... I was about to go to bed and now I'm gonna be up til the middle of the night fixing up my payee list... but I'll be happy! This is so cool. And it'll make my picky little brain happy when there's only one "Amazon" instead of, say, 118 variations. Totally random number. Thanks for sharing!
@YNABofficial
@YNABofficial 7 ай бұрын
I was browsing YNAB Reddit at 3 in the morning two nights ago, so you won't be alone 🙃 🌻 Hannah
@deniseviola4606
@deniseviola4606 3 ай бұрын
​@@YNABofficial There's a YNAB reddit?!? 🤯
@mariami1990
@mariami1990 7 ай бұрын
you did not have to call me out like that in the first 20 seconds of the video
@YNABofficial
@YNABofficial 7 ай бұрын
🙃 🌻 Hannah
@banshjean8204
@banshjean8204 3 ай бұрын
@@YNABofficial Loved the intro!
@iwaddo
@iwaddo 7 ай бұрын
Great video. I've found that when combining payees it is best to select the primary one first, the one you want to keep, as it becomes the suggested name in the combine box which saves typing it again.
@YNABofficial
@YNABofficial 7 ай бұрын
Great tip! Thanks for mentioning that!! 🥰 🌻 Hannah
@Mast3rShan31
@Mast3rShan31 6 ай бұрын
Suggestions for the Manage Payee section: 1. Filter payees with X num of transacations. 2. Auto delete payees with no transactions. 3. Ability to add memos (Like in the restaurant example, Restaurant payee, renaming rules contains Chick, memo Chickfila) 4. Set default category of payee permanent. If I have a one off different category, the one time, I don't want it to remember the last used one.
@av8r22
@av8r22 7 ай бұрын
literally did not know the combine feature existed!! I'm literally learning so many things right now after being on YNAB for the last 10 years!
@YNABofficial
@YNABofficial 7 ай бұрын
YAY!! I literally learn new things about YNAB almost every time I make a video 😂 You're not alone! 🌻 Hannah
@ewanowakk
@ewanowakk 7 ай бұрын
She is amazing! Give her a big, fat raise! She makes me stick to YNAB! Such a fun! 😄
@YNABofficial
@YNABofficial 7 ай бұрын
You are the kindest 🥺 I appreciate the love and support! 🌻 Hannah
@pmpboarder
@pmpboarder 7 ай бұрын
5:01 “It’s a shared family plan thing…you wouldn’t get it.” I do get it! Literally what my family does!
@YNABofficial
@YNABofficial 7 ай бұрын
👊 Nugs. He gets it. 🌻 Hannah
@sherrydiddle
@sherrydiddle 7 ай бұрын
We do too!
@kimbrown7035
@kimbrown7035 7 ай бұрын
I ❤ piggly wiggly! Aka wobbly hog in our household
@YNABofficial
@YNABofficial 7 ай бұрын
😂🐷 🌻 Hannah
@laurenevickers8628
@laurenevickers8628 Ай бұрын
What about the categories of transfers for bill paying - can I combine those, rename?
@jenniedavis4564
@jenniedavis4564 7 ай бұрын
Is there a way to search all payees that don’t have transactions attached? I did a fresh start at the beginning of the year so it’d be great to delete all the old payees.
@YNABofficial
@YNABofficial 7 ай бұрын
There's not an official way to do it in the app, but some YNAB Redditers have figured out any easy way how! www.reddit.com/r/ynab/comments/1632rik/any_way_to_bulk_remove_old_payees/ 🌻 Hannah
@MassieDesign
@MassieDesign Ай бұрын
My name is Melissa and I'm a YNAB addict. I'm glad to be here among friends, my people, my tribe.
@YNABofficial
@YNABofficial Ай бұрын
😂😂 Nice to meet you Melissa! You are welcome here.🙏🏻 🌻 Hannah
@katieburroughs3774
@katieburroughs3774 7 ай бұрын
Me at the start of this video: Oh this is so nerdy, I don't think I'll - wait. You can collapse 5 payees into 1??? *adds to to-do list*
@YNABofficial
@YNABofficial 7 ай бұрын
You + Me = the same. 🌻 Hannah
@conureron3792
@conureron3792 7 ай бұрын
Thanks for the info. Now, I have a weekend task to do: clean up my payees!
@av8r22
@av8r22 7 ай бұрын
Hannah is the BEST! I'm still reeling from the emojis in the budget setup! lolol
@craigwilliamdayton
@craigwilliamdayton 7 ай бұрын
This is a wonderful video. The subject is something I have wondered about for a while. I will be watching this one several times. (And, I lived in Charleston, SC for a few months. Every time this northerner would walk into a Piggly Wiggly...I couldn't help but giggle to myself.)
@malcomb111
@malcomb111 7 ай бұрын
Anyone else see that Age of Money at 166 and just think, “goals…”?
@physalice_
@physalice_ 3 ай бұрын
I never comment anything on KZbin but that intro was way too personal, I'm with my people
@YNABofficial
@YNABofficial 3 ай бұрын
😂😂 🌻 Hannah
@chriscollins48
@chriscollins48 7 ай бұрын
Very helpful. Thanks. Love the way you highlight the boxes. Subscribed. YNABer since 2018 I think. Age of money 117. Cheers from TX
@YNABofficial
@YNABofficial 7 ай бұрын
YAY! It can definitely be hard to follow along with a video tutorial, so any way I can make it easier I'll try to do! 2018?! You sound like a champ! Way to go!! 🌻 Hannah
@laurameisenhelter9186
@laurameisenhelter9186 7 ай бұрын
Sign me up! This is my favorite Heard It From Hannah video ever!!!!This made my day. morning!
@YNABofficial
@YNABofficial 7 ай бұрын
Woohoo! Not me crying at your kindness or anything 🥺 🌻 Hannah
@chestergregg8668
@chestergregg8668 7 ай бұрын
Add the ability to do regular expressions! Or at least StartsWith and wildcards. There's no way to differentiate between Google Fi and Google Fiber right now, since they start with the same letters. And they include the transaction ID in the name, so each one is different and the "Is" option doesn't work.
@Mxy-ff4zk
@Mxy-ff4zk 2 ай бұрын
I found my people
@saralep
@saralep 7 ай бұрын
My favorite feature is the one to check the box to not see the payee listed for future transactions. I love this video, I've always been worried about tidying up my payee list - great options were presented! Thank you Hannah!!
@YNABofficial
@YNABofficial 7 ай бұрын
YAY! Who knew so many people were itching to clean up their payees!? So glad to help! 🌻 Hannah
@rachelblack5427
@rachelblack5427 16 күн бұрын
I have just migrated from YNAB4 and.. wow... i have payees i have no clue who they are. I have cut my list in half. Thanks Hannah.
@MattyPS
@MattyPS 7 ай бұрын
I'm curious to learn more about how people use generic payees in square brackets. Like a random restaurant you'll never go back to.
@reveille4
@reveille4 7 ай бұрын
I only use mobile version, am I the only one??
@YNABofficial
@YNABofficial 7 ай бұрын
These days, I'm sure a lot of users stick primarily to the phone! But YNAB on the desktop is AMAZING and so big and I will never get over the use of a mouse vs my own thumbs! 🌻 Hannah
@Elizabeth58886
@Elizabeth58886 7 ай бұрын
Hannah! Thank youuuuuuu!! Our random, very long list of payees has been bugging me for some time now. I will be cleaning is up ASAP now that I know how. Thank you for the warm welcome into the club! 😁
@YNABofficial
@YNABofficial 7 ай бұрын
Woo hoo!! Club's getting a little bigger every day! 🌻 Hannah
@christieroark9172
@christieroark9172 3 ай бұрын
I love YNAB the fresh take they have on budgeting! The videos and articles are also 10/10.
@jonathanwinskie9788
@jonathanwinskie9788 7 ай бұрын
I for sure didn’t IMMEDIATELY go and spend an hour tidying up my payees after watching this video 😅
@YNABofficial
@YNABofficial 7 ай бұрын
Same same. And if anyone asks, no, I did not have over 700 payees before this video started... 🌻 Hannah
@SaskiaMestern
@SaskiaMestern 3 ай бұрын
I'm having so much fun with this. And I would have so much more fun if - when viewing the transaction for a payee - it would be possible to at least edit the memo directly there (in the way Hannah explains in the video)!!!
@whynot2934
@whynot2934 7 ай бұрын
This was fantastic info!! Thank you, Hannah!!
@lisaroper421
@lisaroper421 4 ай бұрын
Okay, so so many comments. One, yes, I want in on this club! Two, that is a rocking honeymoon activity Three, I am so excited to see all those awesome features!! 😍
@megjuneau
@megjuneau 7 ай бұрын
Welp. Here is how I am spending my afternoon.
@YNABofficial
@YNABofficial 7 ай бұрын
A blessing and a curse, being a die hard YNABer is. 🌻 Hannah
@harveymassenburgiii2468
@harveymassenburgiii2468 7 ай бұрын
This is great! Can we make a video about reimbursements
@YNABofficial
@YNABofficial 7 ай бұрын
Ooof, I will need to take a big long nap before I make that video. But, on the list it goes! 🌻 Hannah
@Allaiya.
@Allaiya. 5 ай бұрын
This is good to know. I typically keep the payee name the same at it appears on my credit card transactions statement since my credit card no longer auto imports into YNAB & I have to manually match up transactions when I reconcile. But I could see doing this with old payees.
@joseluismartin2304
@joseluismartin2304 7 ай бұрын
Still not solving a problem with payee like PayPal. Many banks only reflect the entry come from Paypal but really don't know what are the real payee. Why not use the amount and dates as another conditions to resolve payees. e.g. Netflix by Paypal always have same amount and always happen same days. Other option is use Paypal as other linked bank account, so bank charges are just transfer to PayPal account.
@YNABofficial
@YNABofficial 7 ай бұрын
Yeah, that's kind of similar to my Venmo dilemma. That's more so has to do with how PayPal functions-it's also essentially just a money transfer app, so the bank doesn't actually process any vendors or merchants when processing a PayPal transaction. You *may* be able to see some of that info imported into the memo though! Not sure. 🌻 Hannah
@deniseviola4606
@deniseviola4606 3 ай бұрын
Ok but I didn't expect to find so many great tips in this video! ❤
@nyreehenderson6618
@nyreehenderson6618 Ай бұрын
I am a teacher that is only paid once a month. In a previous video you said don't start on the 1st. Are there any tips and tricks for someone who only gets paid on the 30th or 31st of the month?
@HolmesProspecting
@HolmesProspecting 7 ай бұрын
Damn...she got me right in the intro.
@YNABofficial
@YNABofficial 7 ай бұрын
🏹 🌻 Hannah
@jamiethurman9051
@jamiethurman9051 7 ай бұрын
I was actually trying to do this the other day, but got very confused, so I was very excited when I saw the title of this video. ;) I love your videos!
@YNABofficial
@YNABofficial 7 ай бұрын
YAY! Woulda ya look at that timing. 🌻 Hannah
@christabelr1239
@christabelr1239 7 ай бұрын
This is so helpful! ❤
@TornadoBarrage
@TornadoBarrage 5 ай бұрын
Amazon pay is also a thing, basically using your Amazon info for payment in certain sites, do not mix that with the other Amazon charges
@YNABofficial
@YNABofficial 4 ай бұрын
WOW. Amazon getting all wonky in our payees. It feels like they do EVERYTHING these days-groceries, TV, music... whats next?! 🌻 Hannah
@GraysonAdams
@GraysonAdams 7 ай бұрын
Would be a huge UI improvement to show number of transactions in the main payee list without having to click on each payee
@GraysonAdams
@GraysonAdams 7 ай бұрын
And better yet sort by number of transactions
@YNABofficial
@YNABofficial 7 ай бұрын
Oooh! Always feel free to write in your feature requests/ideas to our customer support! 🌻 Hannah
@florencebarajas4910
@florencebarajas4910 7 ай бұрын
Hannah, How can I get a cute YNAB pig like the one on your desk?
@YNABofficial
@YNABofficial 7 ай бұрын
WELP, you can do what I did: go to a craft store, buy a white porcelain piggy bank, spray paint him ballet slipper pink, and paint on the smirkiest little smile in the world. I love him so much! And he's one of a kind! 🌻 Hannah
@abigailwalter7156
@abigailwalter7156 6 ай бұрын
Hannah, where did you get your sweatshirt? So cute!!
@YNABofficial
@YNABofficial 6 ай бұрын
Target, of course! 🌻 Hannah
@cameronmyrick8312
@cameronmyrick8312 Ай бұрын
The poop emoji for T-Mobile 😂
@stevenreid_youtube
@stevenreid_youtube 6 ай бұрын
Great tutorial on managing payees in YNAB! These strategies can really streamline our financial processes and improve overall budget management. Thanks for sharing!
@grandspartan1176
@grandspartan1176 7 ай бұрын
Hahaha lets do this!!
@ryanjm
@ryanjm 7 ай бұрын
Recommendation: don't do that with gas stations. If there is a fraud purchase at a Gas station, it'll stand out more if it is a name you don't recognize/recall going to recently.
@PommieUsian
@PommieUsian 7 ай бұрын
I'd love to see a video on how to resolve/categorize/handle transactions that get reefunded, either same day or weeks later. Haven't been able to figure that out yet.
@DonetteJohnson
@DonetteJohnson 7 ай бұрын
The best way to categorize refunds is to use the same category you assigned the purchase to.
@hoffmanakify
@hoffmanakify 7 ай бұрын
​@DonetteJohnson I've been in the situation where I returned something and immediately bought the correct thing, but because the refund took forever to come in, my category was in the negative. So then I have to shuffle money to correct it, but then forget where it needs to be returned to when the refund finally showed up 😢
@DonetteJohnson
@DonetteJohnson 7 ай бұрын
@@hoffmanakify Perhaps make a note in the memo for the refund transaction that you took money from (category name) to fund the overage. That way when you go to reconcile you'll see the note and remember to move that money back to the right category.
@KevinBrammer
@KevinBrammer 6 ай бұрын
This video just made my day and my YNAB budget so much nicer!
@katelynpatterson2407
@katelynpatterson2407 6 ай бұрын
"Gas statión!"
@annam.myburgh9515
@annam.myburgh9515 7 ай бұрын
Busted 😂
@wpuymac
@wpuymac 7 ай бұрын
This is good info but the problem with the manage payees options isn’t the options, it is the usability of the UI. WE NEED ability to use a keyboard to deselect or select payees and shortcut key combos to the various options.
@YNABofficial
@YNABofficial 7 ай бұрын
Heyo! This is great feedback to pass back to our team! Feel free to write into our customer support and let them know what features you'd like to see that are missing. We're always building and improving so many different pockets of the app, so our team is busy busy, but we love to know what you guys are craving on the user end! 🌻 Hannah
@wpuymac
@wpuymac 7 ай бұрын
@@YNABofficial Hi Hannah. I’ll try again. I’ve submitted this before though. I assume it’s one of the least used features and just never gets priority.
@YNABofficial
@YNABofficial 7 ай бұрын
Well, we get LOADS of feature requests all the time, so sending one in doesn't guarantee it'll make the list, but the more a request is submitted, the more often it's getting on our radar! 🌻 Hannah
@AndrewWells527
@AndrewWells527 7 ай бұрын
Huh, didn't know that payee management tool existed.
@MattyPS
@MattyPS 7 ай бұрын
Thanks, that was very helpful!
@janinemartin4208
@janinemartin4208 7 ай бұрын
I adore your videos!!! Keep them comin'!
@aidanbazan7769
@aidanbazan7769 7 ай бұрын
Do renaming rules work with the API? I use an automation on my phone to call the API and add a transaction to my budget when I use Apple Pay. Sometimes my phone says Shell 58135 and sometimes it’s Shell 91747 and I want it all to just be Shell. But I’m not using auto import, I’m calling the API
@YNABofficial
@YNABofficial 7 ай бұрын
That is unfortunately miles over my head 😂 You can write into customer support and ask! They're real smart and techy with those things! 🌻 Hannah
@Lolalogo
@Lolalogo 6 ай бұрын
Immediately did the Venmo one. Thank youuuu
@hoffmanakify
@hoffmanakify 7 ай бұрын
For Amazon stuff, I'd love to link them all. However, having "anything with Amazon" set up would be great for anything I buy on prime, but for Kindle or my prime subscription, I would still want those to auto categorized if possible. Is the exact wording option smart enough to override the "anything with Amazon" setting? Or do I just need to suck it up buttercup and deal with having to categorize the subscription stuff on my own along with any other amazon purchases?
@YNABofficial
@YNABofficial 7 ай бұрын
Hmmm... I will admit I'm not an expert with renaming rules. I taught all I know in this video 😂 I *do* know that for those who use direct import, on the web app you can click on any transaction, click the payee, and to the right of the payee you'll see a little "i" icon. If you click on this, it will tell you exactly letter for letter how the transaction was imported into YNAB, and how YNAB renamed it. For example, we just bought a couple items from Walmart. When I click the info icon, I can see that the payee was imported into YNAB as "WM SUPERCENTER #484", but YNAB simplified the payee to just "Walmart" before entering it into our budget. If you look at the payee name info for some of your Amazon transactions or your Kindle transactions, you may be able to find some key words among that are always included in your Kindle transactions but not your Marketplace transactions, and set a renaming rule for that. Just an idea on where to start! Honestly though, if you're not already a part of the reddit community, I feel like people in the /ynab reddit forum would be all over how to hack your renaming rules to handle this exact issue! I don't dabble much in renaming, so I'm of little help 😂 🌻 Hannah
@yuhz1m1
@yuhz1m1 7 ай бұрын
*cries happy tears* THANK YOU SO MUCH!!!
@YNABofficial
@YNABofficial 7 ай бұрын
*us both weeping over our payees list* 🌻 Hannah
@sierramichelle3293
@sierramichelle3293 7 ай бұрын
Having so many payees that it messes up my reports has been bothering me for so long and I had no idea there was a manage payees option....THANK YOU
@YNABofficial
@YNABofficial 7 ай бұрын
WOO HOO! 🌻 Hannah
@WendyGranger
@WendyGranger 7 ай бұрын
Another brilliant Hannah video. Love nerding out on these, thanks for the excuse!
@YNABofficial
@YNABofficial 7 ай бұрын
🤓 🌻 Hannah
@marthamelgoza100
@marthamelgoza100 7 ай бұрын
Thanks so much. I had never done that before in all the years I have been with YNAB.
@YNABofficial
@YNABofficial 7 ай бұрын
Same actually! It's a great practice to do every few months, though! 🌻 Hannah
@cylindadominguez665
@cylindadominguez665 7 ай бұрын
with over 2500 payees, I needed this!! thank you!
@YNABofficial
@YNABofficial 7 ай бұрын
🤯🤯 dang, you go! 🌻 Hannah
@SS-wi4tm
@SS-wi4tm 7 ай бұрын
SO. SATISFYING. not sure why
@YNABofficial
@YNABofficial 7 ай бұрын
Girl. If anyone gets it, it's us 😂😂 🌻 Hannah
@steph_a_noodle
@steph_a_noodle 7 ай бұрын
I love that emPHAsis on gas STAtion. This was great. I didn't know how to do this!
@YNABofficial
@YNABofficial 7 ай бұрын
Too close to gestation. I didn't like it. 🌻 Hannah
@arambladen3087
@arambladen3087 7 ай бұрын
Good thing my payee is managed to a point!! 🤣🤣 I've been using YNAB since September 2021. I have ALMOST perfected the use of YNAB after watching all the videos!! Yet I learned something new from this video!!!!!!! Thank you, Hannah!!! 💕💕🤣🤣 Also, just noticed that I can read your name backward too!! LOL
@YNABofficial
@YNABofficial 7 ай бұрын
Well, why am I making this video, then?! 🤣 We should've gotten the pro to teach it!! I'm sure you have a few more tricks up your sleeve than I even shared! I honestly learned most of this just to make this video 😂😬 🌻 Hannah
@arambladen3087
@arambladen3087 7 ай бұрын
@@YNABofficial LOL 🤣BTW, have you guys ever thought of making a video about the Reports tab? Like how can we utilize our Reports since it is part of YNAB? We always hear about how to budget but what about the reports? Nobody ever talks about the Reports tab!!!! 🤔
@tressasmith
@tressasmith 7 ай бұрын
Me, entering YNAB transactions while traveling last week: (whispers to self excitedly) I can clean up my payee list when I get home, because this is bonkers. Hannah, unknowingly: I gotcha. Love the remove from payee list checkbox - had no idea I could do that. (Also, unintended side effect of this video on someone living in the metro area: "I haven't been over to Mass St. for a while to eat...I should remedy that...." 😆)
@YNABofficial
@YNABofficial 7 ай бұрын
😎😎😎 Also, favorite restaurant on Mass: GO! 🌻 Hannah
@YNABofficial
@YNABofficial 7 ай бұрын
@@tressasmith Ahh! I cannot lie, I'm a Papa Keno's girl myself 🥰 Zen Zero is our take-out go-to! And Basil Leaf when we're feelin' boujee! 🌻 Hannah
@teaisfortania
@teaisfortania 7 ай бұрын
I really hate all the transfer payees in the suggestion list at the top when I go to enter a transaction. Any way to move these to the bottom?
@YNABofficial
@YNABofficial 7 ай бұрын
I don't believe so-YNAB needs these to function, and they sit at the top to make entering transfer transactions easier. Good feedback, though! 🌻 Hannah
@mediamagicmarketing
@mediamagicmarketing 7 ай бұрын
Piggle Wiggle is a staple of the South!!!
@YNABofficial
@YNABofficial 7 ай бұрын
Ahhhh. Makes sense of my Midwest HyVee and Kroger (which we actually call Dillons in my town!) 🌻 Hannah
@bryanc8275
@bryanc8275 7 ай бұрын
Does this show you how to delete payees you don't need anymore?
@YNABofficial
@YNABofficial 7 ай бұрын
Sure does! 🌻 Hannah
@magicbucks56
@magicbucks56 7 ай бұрын
Yes, this is indeed me
@Zubie2000
@Zubie2000 7 ай бұрын
Why am I so excited to do this after work?
@YNABofficial
@YNABofficial 7 ай бұрын
Because you're one of us. 🖖🏽 🌻 Hannah
@KBell-sd3dx
@KBell-sd3dx 7 ай бұрын
I just need to figure out how to make the one I always mispell correct itself now.
@YNABofficial
@YNABofficial 7 ай бұрын
Combine all misspelled versions of the same payee into one! Just make sure the payee name at the top of the managing payees window is spelled right before combining! If you tend to misspell it a LOT, you could even use an "is" renaming rule for the way you tend to misspell it so that it will correct future misspellings for you. 🌻 Hannah
@KBell-sd3dx
@KBell-sd3dx 7 ай бұрын
@@YNABofficial oooh the is rule is definitely the way forward. Thanks for the tip.
@vazjc
@vazjc 7 ай бұрын
I go through mine every other month or when I see the same payee more than once.
@YNABofficial
@YNABofficial 7 ай бұрын
Our idol. A legend. 🌻 Hannah
@duckfarmer8630
@duckfarmer8630 7 ай бұрын
Awesome!
@Cclaudia228
@Cclaudia228 7 ай бұрын
Is it a hot take that I do not use the payee function for….. anything? Everything is categorized and has a memo for searching. What am I missing lol
@YNABofficial
@YNABofficial 7 ай бұрын
... whoaaaa. I would love to see people discuss this. 🤺 🌻 Hannah
@rolandblais
@rolandblais 7 ай бұрын
Do you just leave every transaction as "Payee needed"?
@Cclaudia228
@Cclaudia228 7 ай бұрын
I only have the payees filled out for the transactions that require it (like transferring from checking to savings) 🤷🏻‍♀️
@pathalifax
@pathalifax 7 ай бұрын
Love your videos, awesome delivery of information!!! Thanks!
@YNABofficial
@YNABofficial 7 ай бұрын
Woo hoo, thank youuuu! Excellent reception of said information! 🌻 Hannah
@prexzone
@prexzone 7 ай бұрын
Where did the lip gloss go? Lol
@YNABofficial
@YNABofficial 7 ай бұрын
🤷‍♀️ You tell me. 🌻 Hannah
@TylerSmith
@TylerSmith 7 ай бұрын
Literally me at 0:14
@YNABofficial
@YNABofficial 7 ай бұрын
🙃 🌻 Hannah
@curefansc
@curefansc 7 ай бұрын
Just curious, is there a way to pin a certain payee to the top of the choices? (hello Amazon...)
@YNABofficial
@YNABofficial 7 ай бұрын
I don't believe so, but if you're frequently buying from Amazon when you're at *home,* one workaround is to turn geotracking on for your Amazon payee when you're at home. You're basically telling YNAB "Amazon is located at my house," so whenever you start entering a new transaction at home, it will recommend all the payees located closest to you, and Amazon will pop up. You can learn more about it here! support.ynab.com/en_us/geo-payees-on-mobile-a-guide-SJTbcVks 🌻 Hannah
@curefansc
@curefansc 7 ай бұрын
@@YNABofficial oh, interesting! Thank you, that's a great idea
@NettieFIRE
@NettieFIRE 7 ай бұрын
Suggestion: Try adding an underscore prefix e.g. _Amazon Another Hot tip: For those that you wan to move to the bottom of the payee list (i.e. all those turned-off for popping up on the suggestions category list in a transaction entry) I add a “z_” prefix e.g. z_Gas Station. It lumps all of those that I rarely use (or would never use again) at the bottom. Easy to click through those to ensure they are also excluded from suggestions.
@curefansc
@curefansc 7 ай бұрын
@@NettieFIRE great idea, thanks!
@YNABofficial
@YNABofficial 7 ай бұрын
Ooooh, that's even better! But you've always been a YNAB pro, you always have GREAT ideas and comments! Thanks for sharing! 🌻 Hannah
@greenlantern1986
@greenlantern1986 7 ай бұрын
I like YNAB but ALL of these are clearly issues with the software. Hopefully some machine learning can fix this up in the future. On the other hand, I like the idea of Hannah having job security.
@YNABofficial
@YNABofficial 7 ай бұрын
😂 We're trying to improve our app all the time in any ways we can! It's mostly just working with imported bank information-we can't really control how it comes in to YNAB, only what we can do about it after! But I also enjoy the job security, can't lie about that one 😂 🌻 Hannah
@AlexandraPInDC
@AlexandraPInDC 7 ай бұрын
Love it! I’ve been looking for this content. Excellent stuff yet again. Thank you, Hannah. Thrilled to see you back doing what you so masterfully.
@YNABofficial
@YNABofficial 7 ай бұрын
Woo hoo! THANK YOU, so much! Thrilled myself as well :P 🌻 Hannah
@robwiddick
@robwiddick 7 ай бұрын
Why can't the app be smart enough to make suggestions to merge (or other cleanup tasks) every once in a while? 😅 On top of that, I'd love if ynab would stop trying to guess the payee when I'm manually entering a transaction!! So annoying.
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