YNAB 4 is required for Cloud Sync. If you haven’t yet upgraded, you can upgrade here ($40 if you purchased on or before December 26, 2012, free if you purchased thereafter).
Please read this post. It will likely answer some questions you may have, and will save our support team from having to individually answer hundreds of the same question ;)
Will the latest app versions work with YNAB 3?
Yes. But only using the manual wi-fi sync protocol. When you’re doing your setup on your phone, select Wi-Fi sync. (Exception: the iPhone Lite app only offers Cloud Sync). You can change your sync method at any time on your phone by clicking the settings button at the top-right of the main screen.
I already own a prior version of YNAB for iPhone/Android, what will the upgrade cost?
It will be a free upgrade. On your respective device, simply follow the links above and you’ll be brought to the YNAB App page where you can download the update for free.
I don’t own YNAB for iPhone/Android, what is the cost?
The cost of the app is $4.99. If you’re an iPhone user and not certain there’s value in entering your transactions on the go, consider trying the free YNAB for iPhone Lite first. (YNAB for Android Lite will come once the Android version has feature parity with the iPhone.)
I’m an iPhone user, what are the differences between the Full and Lite versions?
The Lite version does not have Geo-Smart Payees (where we use the phone’s location awareness to automatically set the category and payee when you begin adding a new transaction).
The Lite version does not have Favorite Categories, where you can designate certain categories as Favorites for quicker entry.
The Lite version does not have the home screen, or account view. It offers only your budget categories, and the ability to add new transactions.
The Lite version does not do wi-fi syncing where you can initiate a manual sync between your desktop and phone when they’re on the same network, or create an ad-hoc network. The Lite version only does Cloud Sync. Because of this, the Lite version cannot sync with YNAB 3.
The Lite version does not have the ability to clear/unclear transactions, or set/remove flags on transactions.
The Lite version will not have new features added to it (we’ll obviously fix bugs and make sure it’s ready for future OS versions and all of that). The full version will see significant future improvements.
I have multiple iOS/Android devices, do I need to purchase the app multiple times?
If all of your devices are iOS and they share the same iTunes account, YNAB for iPhone will be available for download (go to the App Store, search YNAB, find the app, and click the Install button).
If you have two different iTunes accounts, you can follow these instructions to make sure you don’t have to purchase twice.
If you use the same Google account between Android devices, you can install YNAB for Android on all of those devices. If you use a different Google account, you’ll have to purchase the app for each device with a different email address. OR, you could consider purchasing through the Amazon App Store, where Amazon allows you to authorize separate devices to install and run the same app. Instructions for this are here.
Do I need to purchase twice if I have an Android and my spouse has an iPhone?
Unfortunately, yes. Where our desktop is one price for multiple Windows or Mac machines, the different App Store requirements don’t allow us the same luxury.
What are the Device/iOS requirements?
- The app runs on any device with iOS 4.3 or later.
- However, Cloud Sync is only possible on devices that can multitask (iPhone 3GS and later, iPod 3rd generation with 16GB and later) and have at least iOS 4 running. This means you’d still have to use the manual wi-fi sync that was used in YNAB 3. Please update your OS version!
The app will run on any Android phone using Android 2.1 or later. The app will also run on your Kindle Fire, though it is not optimized for the larger screen. By that I mean that you’re getting essentially a larger screened version of the phone app.
I have unsynced transactions on my old version of YNAB for iPhone, what do I do with those?
If you’re using YNAB 3, you don’t need to do anything different. The new version of YNAB for iPhone will still sync with YNAB 3 via the manual wi-fi sync protocol.
If you’re using YNAB 4 on your desktop, follow these steps to sync your transactions before upgrading:
- Open your budget in YNAB 4 on your desktop.
- Go to File -> Budget Properties and under “Cloud Sync this budget?” select “No, make it local.”
- Go to File -> Wi-fi sync with Mobile Device and follow the instructions there.
- The transactions will come from your iPhone and land in YNAB 4 just fine. However, the iPhone will report that the sync failed (the old version of the iPhone can’t talk with YNAB 4 both ways, it can only send transactions).
- The ‘sync failed’ message is expected.
- Go to File -> Budget Properties and activate Cloud Sync.
- Update your iPhone app and choose Cloud Sync during the initial setup.
If you’ve already “lost” your unsynced iPhone transactions, Taylor, our lead developer, wrote a forum post that instructs you on how to get them back. We really don’t want you losing them.
How do I cloud sync when we have two (or more) separate Dropbox accounts?
Option 1 (Easy): Set up each phone to Cloud Sync, and when prompted to authenticate with Dropbox, simply login with the “primary” Dropbox account you’ll be using. Only YNAB for iPhone/Android will have access to the Dropbox account on that device, and access can be removed at any time by logging in to Dropbox and deactivating the authorization.
Option 2 (Advanced): This article explains Cloud Sync in detail. You’ll want to scroll down to the last topic, “How do I share a budget file with someone?”
Do I need to install Dropbox on my iPhone/Android device?
No. When you press the “Link Account” button in the Cloud Sync setup, you’re brought to a page where you can login to your Dropbox account and allow YNAB access to it. You are not required to install anything extra.
Will there be a full-featured iPad app?
Because of the many questions surrounding an iPad app for YNAB, I wrote a fairly lengthy post over in our forums. There’s where you’ll find pretty much every question answered (at least I hope!).
Will this version of the iPhone app run on my iPad?
Yes. Just like any other iPhone app that isn’t optimized for the iPad, you can run it in the small view, or tap the 2x button to expand it to the size of the full iPad screen.
Will there be a full-featured Android tablet version?
At the moment, we are making no plans for a full-featured Android tablet version. If we see that it becomes economically viable, we will—with opportunity cost obviously taken into account.
When will the Android version have all the (two extra) features of the iPhone?
We are working on them right now. By right now I mean that code is checked in daily to get us there. Split transactions are our first priority, and then we’ll get Geo-Payees in there. At that point, we should have parity.
I’ve reviewed YNAB for iPhone/Android, but now that you have Cloud Sync, I’d like to adjust my review (upward).
Well gosh, thanks for asking. If you left us a review that docked our prior version a bit for not having Cloud Sync, we’d love to have you make any necessary edits ;)