How To Use Memos in YNAB
youtu.be
Ben and Ernie return to their nerdy roots and talk memos today, all about that little field in the transactions next to the category and balance. Turns out, ...
  • @iamlythOPMEnglish
    2•1 year ago

    Check numbers in check transactions never even crossed my mind until I saw this episode. I know it sounds obvious in retrospect but man oh man I needed to hear it.

    • 𝙚𝙧𝙧𝙚English
      2•1 year ago

      I’m still salty they removed the check number field. YNAB 4 had it and it’s not like it’d be a huge burden to have it.

      That’s all to say, I use it for noting check numbers too 😅

  • @michikadeEnglish
    2•1 year ago

    I use memos to mark inflows and outflows on my off budget but still synced investment account. I also have quarterly supplemental insurance policies that I have the transaction name as the company but the memo is the policy number. Other than that, I don’t get that granular with it.