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r/ynab • … • u/adamgb

Automatically forward a budget category amount to each new month?

I have had ynab for quite a while now but fell out of habit with it and the main reason was that I couldn't find a way to keep my budget settings month to month, and it quickly became tedious to go through each category and input or copy the budget from the last month. I understand plenty of categories can change but the majority of mine for the most part were stagnant.

I'd like to get back in the habit of using it, but this feels like a blocker for me to get back in the groove of using it regularly. Is there a way to forward category amounts automatically each new month?

I did try and search the sub for an answer, but maybe there's terms for this I'm forgetting. Thanks in advance!

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