u/HalfChargedHalo

Hi yall, new to YNAB and love it so far! I’m still confused about a couple of things!

I have an investment account, going in to setting up the app, and would like to invest more every month, either by “paying myself first” or more realistically investing anything not assigned at the end of the month. What is a good framework for this? I could create a category and assign it I suppose, but how do I know how much to move from my bank account to the brokerage account every month?

Another quick question, if I have unassigned income at the end of the month does it stay in that category for the next month, aka carry over?

Thanks for the advice! 🙏