Unlike other software you may be familiar with, we're perfectly okay with you installing our desktop software onto as many computers as you need for your personal/household use. More details can be found in our End User License Agreement. Download YNAB to your new (or additional)…
Last Updated: February 21, 2013
How do I live on last month's income? This is YNAB's Fourth Rule. We want you to help you break the paycheck to paycheck cycle by teaching you to live on last month’s money. However, most folks don't start out in that position, so how do you get going? We recommend this…
Last Updated: April 4, 2013
Can I import historical data from another program? Although you can import historical transactions into YNAB that you've built up over the months or years using MS Money™, Quicken™ or some other personal financial software, we don't recommend it. The thinking behind YNAB…
Last Updated: February 28, 2013
What are the benefits? YNAB 4 introduced a number of brand new features never before available as well as introducing a cleaner easier to use interface. By upgrading to the latest version you get full use of all of the features you'll read about here on our site as well as receive free updates as…
Last Updated: January 24, 2013
How do I reconcile my accounts in YNAB with my bank? Reconciliation is the process of making sure your YNAB account registers match your bank accounts, and resolving any differences between the two. You can only reconcile one account at a time. In this article, we used a checking account as an example,…
Last Updated: March 29, 2013
What is forecasting? Many people ask about YNAB’s forecasting capabilities. Before addressing how to use YNAB to look forward, though, let’s look at the difference between forecasting and budgeting. When you hear about budgets in the news, the discussion is typically focused on preparing…
Last Updated: March 25, 2013
Welcome to YNAB! We’ll have you up and running in minutes! YNAB is built around four rules. It’s best if you are familiar with them and how they work in the software. We encourage you to read about the rules before getting started. For now, we'll get you up and running…
Last Updated: April 12, 2013
What is Cloud Sync? Cloud Sync keeps your YNAB budget up to date in real time across multiple devices. Out shopping and need to know your balance to make a spending decision? You can be confident you’re up to date. Have YNAB on two phones and one desktop in your family? You’ll know…
Last Updated: March 2, 2013
How do I start with a negative bank balance? Starting in overdraft can seem overwhelming, but YNAB can help make it much more manageable. Your overdraft balance is considered debt because it is money you owe, and your goal should be to get rid of that debt as soon as possible. If you’re frequently…
Last Updated: September 24, 2012
How do I start over? Lots of YNABers start over from time to time either to reorganize, or because they stopped using the program for a while and just want a fresh start. We have a feature just for that called - Fresh Start! Fresh Start: allows you to start your Budget over without losing your categories…
Last Updated: February 11, 2013
Explore the features of YNAB for Mobile
Last Updated: October 19, 2012
How does the Budget work? Instead of looking back and recording what you’ve already done with your money (too late), you decide proactively how you want and need to spend or save your money. Then, you use your Budget as your guide to eliminate guesswork and reduce stress. You'll know…
Last Updated: February 14, 2013
You can easily track multiple budgets in YNAB. After you’ve got your first budget set up and running, you can add a second one in minutes. There is no limit to how many budgets you can create. (Though we recommend keeping things simple!). Common reasons for having multiple budgets:…
Last Updated: February 14, 2013
How do I create my own categories? You can use YNAB's default set of categories, create new ones, move categories around, and edit existing category names, all to fit your own needs. Creating a new Master Category At the top of the Budget above the list of categories you will find a button next to…
Last Updated: February 20, 2013
How do I create a credit card account? Step 1: Add the credit card account. Click on the Add Account button at the bottom of the sidebar to add an account for your credit card. A pop-up will appear. Complete the information requested for your card, including the starting balance and starting…
Last Updated: June 3, 2013
How do I record a credit card payment? A credit card payment in YNAB is recorded as a transfer to that credit card account, usually from your checking account. Because you have already categorized the spending that created the balance on your card, your Budget already knows about it. When you make…
Last Updated: April 26, 2013
How do I add a check number column to my account register? YNAB allows you to add a specific column for check numbers in account register. Step 1: Select the account you want to add the check number column to in the sidebar. Step 2: On the right hand side of the register, you will see a small…
Last Updated: February 13, 2013
When can I start using YNAB? The most important thing is that you can start today. You don't have to wait for the first day of a month and you don't have to go and gather a bunch of historical data. We recommend the following three steps: These steps will work regardless of how often…
Last Updated: February 11, 2013
How do I handle cash in YNAB? There are two ways you can deal with cash: You can be set up as a separate account; or you can create a Category specifically for cash. Cash as an Account A cash account is similar to a checking account. You enter a starting balance (the amount of cash you have on…
Last Updated: January 22, 2013
How do I give every dollar a job? In the Budget column, assign dollars to each category until your Available to Budget amount is $0. This is YNAB's First Rule of Cash Flow. In the sample below, we started out with $1000 Available to Budget and budgeted $200 into Groceries and $100 into Restaurants.…
Last Updated: September 26, 2012
How do I enter income? When you receive money of any kind -- a paycheck, gift, bonus, tax refund, you name it -- you’ll need to enter that in your register as income. When entering income in YNAB, first decide when you need the money to go to work in your budget. There are two ways to enter Income…
Last Updated: May 7, 2013
Should I set up all my accounts in YNAB? That’s entirely up to you. You can budget quite successfully with just your checking account - but here are basic guidelines to help you decide which accounts to track in YNAB. If you spend from an account, you should set it up in YNAB - otherwise your budget…
Last Updated: February 18, 2013
You bought it. You got it. We'll never disable or cripple features in an effort to force upgrades. You pay one time for your license (it's not a subscription) and that license is good, for that version of the software, for as long as you'd like to use it. We do release big…
Last Updated: February 13, 2013
The steps that you take here will allow you to access your budget on other computers as well as any mobile devices that you may have. The first part of the guide below steps through how to do so using a brand new installation of YNAB. If you already have the desktop software installed and just want to…
Last Updated: June 5, 2013
How do I save for rainy days? Rule Two helps you prepare for those bills that don’t come every month and for unplanned expenses. By budgeting for these expenses each month, you will save what you need. If you don’t spend the money you have budgeted during a month, the balance rolls forward…
Last Updated: September 26, 2012
How do I enter transactions that are recurring? Using the Scheduled Transaction window built into each account, you can set up YNAB to automatically enter any regularly recurring transactions into your account register. You enter the information into Scheduled Transactions once and each time the transaction…
Last Updated: March 5, 2013
To sign up for a LIVE Online Class, check the class schedule. Getting Started with YNAB Class Materials PDF of Getting Started with YNAB Presentation Getting Started with YNAB Live Class Recording Handling Credit Cards Class Materials PDF of Credit Card Presentation Handling Credit Cards -…
Last Updated: May 22, 2013
How do I change a transaction? You have a number of options for editing a single transaction or multiple transactions at the same time. Select the transaction by clicking the checkbox to the left of the date, or click more than one checkbox to select multiple transactions. Then click on Edit (X) transactions…
Last Updated: May 1, 2013
To make budgeting easier, YNAB has several keyboard shortcuts if you prefer that over your mouse or trackpad. These shortcuts work on both Windows and Mac. Attention Mac users! We’ve listed the CTRL key frequently in this article to create a shortcut. Be aware that…
Last Updated: May 20, 2013
Before you dive into these steps, please go to our main download page and try to install from there first. That should work fine and save you a lot of time. Running Leopard (OS X 10.5) or earlier on your Mac? If that's the case, follow these steps. Choose the directions that match your appropriate…
Last Updated: January 7, 2013
How do I “roll with the punches”? Despite what you may think, overspending is not a sign of failure. On the contrary, overspending is a normal part of your financial life. The fact that it happens isn't as important as how you deal with it. YNAB will keep track of any overspending…
Last Updated: September 26, 2012
If you only get paid once per month at or near the end of the month then you can approach your Budget in one of three different ways. The method you choose should be the one that works best for you but regardless of which path you take you won't be locked into doing the same forever - you can change…
Last Updated: September 23, 2012
Cloud Sync is not working for me. Help! First, make sure that Cloud Sync is working on your desktop computer: YNAB’s "Cloud Sync" has nothing to do with the Apple Inc. product named "iCloud". YNAB’s Cloud Sync uses the free file syncing service Dropbox. Make sure you have a working…
Last Updated: May 22, 2013
Quick Budget provides you with a number of options to make your monthly budgeting easier, while leaving you in control. You can activate it by clicking on the lightning bolt in the header at the top of the month. This menu will appear: Quick Budget only fills all empty budgeted cells. If you know…
Last Updated: September 24, 2012
How do I handle a student loan or car loan? The most important consideration related to these debts is making sure you have enough money to make the payment. Your Budget and YNAB's Four Rules will help you do that. In fact, it isn't necessary to set up every debt account you have in YNAB.…
Last Updated: September 24, 2012
There are two types of income that you can use in YNAB: Use Income for (the current month) when you want to put money to use right now. Use Income for (the next month) whenever you don't need that money in the current month for any purpose. The income options in the Budget Category…
Last Updated: September 20, 2012
Do I have to wait until the 1st of the month to start? No! Those new to budgeting are often confused about when to start. The answer is now! If you are feeling motivated to get your Budget started then jump in and seize the moment. There are just a few things to keep in mind: The past is the past! You…
Last Updated: October 25, 2012
Our desktop software and the mobile apps work worldwide.
You can choose the currency format and set the date/time format when you create a new budget.
Last Updated: September 23, 2012
Error Checking is now enabled by default on all budgets you create or open in YNAB 4. Error Checking ensures that your Budget is in perfect harmony with your accounts by flagging transactions that need your attention. The 3 types of alerts are: Reminders - These appear whenever you have one…
Last Updated: September 19, 2012
How do I deal with Interest and Fees? When you are charged interest or fees in any Budget Account, you have essentially incurred a new expense. So the first thing you need to make sure you have set up a Category to budget for that new expense. You can set up this Category under Pre-YNAB Debt,…
Last Updated: October 22, 2012
How do I set up Cloud Sync on my mobile phone? YNAB has apps for the iPhone and Android phone. In order to use Cloud Sync, make sure your device is compatible. YNAB for Android Requirements: Requires Android 2.1 and above. Will run on Kindle Fire or other Android based tablets, but only with the features…
Last Updated: March 27, 2013
How do I use the Reports in YNAB 4? YNAB 4 has powerful reports to help you gain insight into your Budget. You can generate three types of reports: Spending Net Income Net Worth To access Reports, click on the Reports tab in the sidebar, decide which report you want to look at, and click the appropriate…
Last Updated: February 16, 2013
YNAB runs completely offline as locally installed software on your computer and doesn't need an Internet connection to run - except to utilize Cloud Sync. If you already have the trial installed you don't have to re-install the software if you just purchased it. By default all copies of…
Last Updated: April 23, 2013
How do I enter a transaction that affects more than one Budget Category? A Split Transaction is a single transaction that affects multiple categories. You may want to use a Split Transaction if: You've been to a "big box" store and purchased a number of items at once that affect several different…
Last Updated: November 26, 2012
Follow the steps below if you are using a Macbook Pro and YNAB is crashing on startup: Open System Preferences from the Apple menu in the upper-left corner of the screen. Click on Energy Saver. Uncheck Automatic Graphics Switching. The crash is due to a graphics bug in Mac OS X Lion 10.7.2. Apple…
Last Updated: March 5, 2013
How does a savings account fit into my budget plan? A savings account is another physical location for your money. While it's great to have a special account for it, make sure you know what the savings are for. Apply Rule One: Give Every Dollar a Job. Yes, that rule applies to your savings…
Last Updated: February 20, 2013
Categorization and Spending When you record spending, you’re creating a record of what happened in the real world, and letting the budget know about the spending. The first step is to create a matching record of what happened. Enter the spending in the appropriate account. If you used…
Last Updated: February 20, 2013
How do I handle reimbursements? Step 1: Enter an outflow for the expense, categorizing it as you see fit. Example: Doctor Visit Step 2: Move to the Budget. Click on Budget in the sidebar to move to the Budget. Step 3: Change the settings in the Category Balance column. Because the reimbursement will…
Last Updated: March 25, 2013
YNAB saves your budget automatically at regular intervals and when you quit. There's no need to worry about losing your work. How often does YNAB save my budget? YNAB saves your budget every 5 seconds. After that it saves versions that you can easily go back to every 10 minutes, or when…
Last Updated: March 3, 2013
This article is for anyone who is using WI-FI sync as opposed to Cloud Sync. If you have YNAB 4, you may want to check out our Cloud Sync feature as it eliminates all the hurdles associated with Wi-fi syncing. To keep more than one mobile app (Android, iPhone, iPad, iPod Touch) in sync, follow…
Last Updated: September 24, 2012
How should I handle new purchases I want to make with a credit card? Just like any other spending, it’s important to start with your Budget when thinking about your credit card spending. Step 1: Go to the Budget. Click on the Budget in the sidebar to move to the Budget. Step 2: Budget an…
Last Updated: September 27, 2012
YNAB works the same on Windows and Macs. There is no need to convert anything when moving to a new OS. You can also share the budget between more than one installation with ease. Learn how to install YNAB on multiple computers. Download a copy of YNAB 3 and install it onto your new computer.…
Last Updated: September 24, 2012
What’s the difference between the working balance and the cleared balance? At the bottom of your account register, you’ll see the Totals Window: Here you’ll see three numbers: Cleared Balance - This represents all the transactions you’ve entered in YNAB that have also cleared…
Last Updated: October 16, 2012
How do I Import transactions from my bank? Before you begin the import process, you’ll first need to download a file to import from your bank. Learn about file formats and how to download from your bank. Step 1: Import the file into the appropriate account. Click on the Import button at the…
Last Updated: April 26, 2013
What is Steam? Steam is a digital distribution, digital rights management, multiplayer and communications platform developed by Valve Corporation. It is used to distribute games and related media online, from small independent developers to larger software houses. In October 2012, Valve expanded the…
Last Updated: March 22, 2013
YNAB’s Payee Settings allows you to: rename payees. manage duplicate payees. create payee importing rules. decide which payees show in the dropdown list. To access Payee Settings go to View > Go to payee settings. Alternatively you can access this with a keyboard shortcut. Command - Y Control…
Last Updated: March 3, 2013
The steps below apply to our Android and iPhone mobile apps when syncing locally using Wi-Fi mode only as well as for (the now discontinued) YNAB 3 which was Wi-Fi Sync only capable. If you own YNAB 3 and would like to try Cloud Sync you can download a 34 day trial to see how amazing Cloud Sync…
Last Updated: March 5, 2013
How do I organize my accounts? Reordering Account Tabs To move an account up or down in the list of accounts, click and hold the account tab and drag it to a new location. Viewing Accounts To activate an account and see the register for that account, click on the corresponding account name in the sidebar.…
Last Updated: February 26, 2013
How do I set up a Budget Account? To demonstrate how to set up a Budget Account, we’ll use a checking account as an example. These steps can be applied to any Budget Account. Step 1: Set up your checking account. Click on the Add Account button at the bottom of the sidebar to add your checking…
Last Updated: October 21, 2012
Unlike previous versions of our software YNAB 4 uses more than a single file to contain all of your budget data. This has to do with how Cloud Sync and autosave work. If you want to back up your budget elsewhere or delete it, follow the steps below. The location of your budget can be found through YNAB…
Last Updated: March 5, 2013
How does money flow from accounts through the budget? Many people are under the impression that their account number is supposed to match the Available to Budget number, but those numbers are not supposed to match. They may sometimes, but most of the time they will not. Here's the formula for…
Last Updated: March 3, 2013
Allocating Income is deciding ahead of time exactly how every dollar of your income will be used when the money arrives. You may be familiar with this either from past experience with other software, or from a methodology that encourages it. When using this direct to categories approach income…
Last Updated: January 17, 2013
How do I transfer money between accounts? A transfer occurs when you move money from one account to another. The transfer feature, is activated by clicking on the "Make a Transfer" button at the bottom of each register. NOTE: The transfer button will only appear when there is more than one account in…
Last Updated: January 15, 2013
What types of files can YNAB import? YNAB can import any of the file formats listed below. For a more details on each of the formats listed please check out our Importing Overview page. QFX - Quicken® File Exchange OFX - Open File Exchange QIF - Quicken® Interchange Format CSV - Comma-separated…
Last Updated: April 16, 2013
YNAB Online Support – This is the main support page for YNAB. YNAB Training and Education: A variety of live classes and recorded videos you can watch as often as you want! You should definitely start here! YNAB for Mobile - Learn about our iPhone and Android apps! Video Tutorials (Shorter)…
Last Updated: May 14, 2013
Home Screen On the home screen in the iPhone app you will see three things: Budget Accounts Add Transaction The number next to budget is your total Budget balance for the current month in YNAB 4. You can see it in the header under the Available to Budget number in the balance column. The number next…
Last Updated: March 27, 2013
We've found the direct connection to banks really pulls people away from their money (psychologically). We don't have any plans to add direct connect into the software--from a philosophical standpoint--as the further you are removed from your money, the easier it is to remove your money…
Last Updated: September 27, 2012
Why isn’t my YNAB account reconciling with my bank? The goal in reconciling accounts is to make sure that the bank and YNAB have the exact same information. If they are not reconciling, it’s because there is either missing information or inaccurate information. Learn about how…
Last Updated: October 10, 2012
How do I handle balance transfers? A balance transfer is when you transfer a balance from one card to another, perhaps to take advantage of a lower interest rate. Step 1: Create an account for the new credit card. Don’t enter a balance on this card yet! Step 2: Transfer the money from…
Last Updated: October 22, 2012
In June of 2011, Adobe announced they were ceasing support for Adobe AIR™ on Linux. YNAB and many other popular packages (Pandora, Tweetdeck) run on the AIR platform. While all versions of YNAB 3 will run on Linux, we can't promise permanent compatibility for all future development.…
Last Updated: September 23, 2012
Here’s a fairly comprehensive list of categories that you may need in your budget. Keep in mind, just because this list is long, it doesn’t mean yours needs to be! We just offer this list to help you remember categories you may forget. Predictable Rainy Days Car Insurance Annual Taxes…
Last Updated: February 11, 2013
How do I handle paycheck deductions? When entering paychecks, we recommend that you enter your "take-home" or net pay. This is the amount of income that you truly have control over when budgeting. if you are interested in entering your gross income and the deductions, however, here is how you would do…
Last Updated: October 22, 2012
Transferring Money from a Budget Account to an Off-Budget Account Sample Scenario: You are tracking your car loan in YNAB. When you make a payment from your checking account, you want to make sure it shows up in the car loan account. Step 1: Select the account that the money is leaving. In the…
Last Updated: September 20, 2012
If your budget is blank, and there is a small red cloud in the bottom left that says "Broken Diff Chain" when you hover over it, do not panic. Your data is safe, and this can be fixed. 1) First, make sure that your mobile devices have finished syncing with YNAB. (You can tell because there won't…
Last Updated: April 1, 2013
You may be in a situation where your income fluctuates considerably. Perhaps there’s a big check one month, but then no income for a few months after that. You need to stretch that check until more income arrives. Some people receive money in lump sums like: Fixed annual or semi-annual…
Last Updated: April 18, 2013
YNAB 4 will not run on Mac OS X 10.5.8 (Leopard) or earlier. YNAB 4 contains features and abilities that we could only get with OS X 10.6 (Snow Leopard) and above. Unfortunately, that excludes OS X 10.5.8 (Leopard) from being able to run YNAB 4. The only option you have if you'd like to run YNAB…
Last Updated: September 23, 2012
Did you just purchase YNAB 4? YNAB 4 is a completely new installation so you'll need to download it first if you haven't yet. It will arrive as a 'Trial' copy as all copies of our software do. You only need to paste in your key to remove the time limit and trial notices. Once you have…
Last Updated: February 8, 2013
This article will explain how to calculate your credit card payment in YNAB. Your credit card payment should be: The amount budgeted for the Pre-YNAB debt category + Any new purchases you’ve made. Don’t worry, there’s an easy way to calculate this without a lot of math. Take your…
Last Updated: June 10, 2013
Both the iPhone and the Android mobile apps allow you to choose your favorite categories from your budget and organize them in one place on your phone. This makes makes transaction entry fast. Android Tap on Budget. Tap on Favorites at the top of the budget screen. Tap Edit to the…
Last Updated: September 17, 2012
These steps help troubleshoot connections between your iPhone and your WiFi network and an Apple computer. These steps will not work if you have an Android phone as it will not support this sort of connection. This article does not apply to YNAB 4 with Cloud Sync. Instructions for Windows You should…
Last Updated: September 18, 2012
Available to Budget This is the amount of money that has been entered as income, but has not yet been assigned to categories (jobs). When you are first starting and do not have a buffer, your goal should be to save some money each month toward your Buffer. Eventually you will have enough of a Buffer…
Last Updated: April 9, 2013
Sometimes things happen and you may find yourself in a situation where you need to use your credit card for spending that you couldn’t budget for. In this case, you are creating new debt. This article will show you the easiest way to manage that in YNAB. Let’s assume you already have…
Last Updated: April 29, 2013
Newcomers to YNAB may wonder how to import a lot of historical data. This article will explain how to do that, but there are reasons why we don’t recommend it. It could take you awhile, depending on how much history you import. Keep in mind every transaction will need to be categorized.…
Last Updated: February 28, 2013
How do I handle Flexible Spending Accounts or Health Savings Accounts? Step 1: Enter your net paycheck after the FSA or HSA deduction. Example: Your paycheck is typically $2000. You have designated $100 to go toward your FSA for medical expenses, so your paycheck is $1900. Enter an inflow of $1900, and…
Last Updated: March 18, 2013
There may be times you need to start your month over without going so far as erasing transactions in the register and previous months budgeted numbers via a full Fresh Start. This can prove useful in a number of different situations or budget approaches. You don't have a full buffer in place yet…
Last Updated: January 12, 2013
The steps below apply only to our iOS app. We're working on bringing the same functionality to the Android App soon. Until it arrives then you can still get to your other budget but just not the same way as below. Tap the settings icon in the Android app, choose Cloud Sync, then pick your other…
Last Updated: May 14, 2013
How do I handle a line of credit account? There are two types of line of credit accounts: 1. You spend directly from the LOC. This is the most common scenario and is handled in exactly the same way you handle a credit card account. A credit card is essentially a line of credit that you borrow from. You…
Last Updated: September 23, 2012
We’re happy to provide an NFR license for your personal use! A Not-For-Resale (NFR) license is for showrooms, demos, internal testing, and personal use. NFR licenses provide unlimited features and can be used on any computer as per our standard EULA. Our only condition is when someone asks how…
Last Updated: December 18, 2012
This guide is no longer updated as YNAB 3 has been discontinued and replaced by YNAB 4. We don't have a printable manual for YNAB 4 as all help articles are now located on our site. If you have any questions or concerns that you haven't been able to address then please contact us directly and…
Last Updated: October 1, 2012
If you find yourself in a situation where you loan money to friends or relatives, here’s the best way to handle that in YNAB. Step 1: Create a new category called “Loan to friend” (or whatever makes sense to you.) In the category title, enter the amount of the loan. This…
Last Updated: February 12, 2013
YNAB’s “Running Balance” works differently than what you may expect or might have encountered in other software. When a transaction is entered, YNAB looks at that number and calculates the running balance in relation to the transaction directly preceding it. Example: You…
Last Updated: April 17, 2013
You may be in a situation where you are sharing expenses with someone. (roommate, spouse) One person maintains the budget, and the other person contributes to the shared expenses. The simplest way to do this is to record the payment from the roommate as income and then budget it to whatever expenses…
Last Updated: February 14, 2013
The steps below outline advanced steps in troubleshooting connections between your smartphone and your WiFi network. If you are having trouble getting your mobile app to sync with the desktop then please start at the mobile sync troubleshooting guide first before delving into the steps below. Please…
Last Updated: September 27, 2012
How do I search accounts? Searching One Account YNAB has a fully functional search feature that helps you find transactions within your accounts. To start a search, first select the account you'd like to search, then click in the search box. (You can also search all accounts at the same time - see…
Last Updated: May 15, 2013
Does switching budget months in YNAB 4 take a long time? Like over 10 seconds long? Are you running Windows? Thanks to some excellent sleuthing by some dedicated customers, we believe we've found the culprit: Roboform. If you use Roboform, go into the settings and blacklist YNAB 4, or disable…
Last Updated: September 26, 2012
How do I find my way around the program? To move between Accounts, the Budget, and Reports, use the sidebar to the far left of the application: To create an account click the Add Account button. To open a specific account, click on it in the sidebar. The two types of accounts, Budget Accounts and Off-Budget…
Last Updated: September 19, 2012
YNAB can export all of your account and budget data to a CSV file so you can analyze it in Excel. To accomplish this click File > Export and you will be prompted with 2 options: Once you choose Export to CSV YNAB creates 2 separate files with a .csv file name extension and the name of your…
Last Updated: September 24, 2012
If you think that things aren't balancing correctly between your budget and accounts, you can check it by using these steps. Before working through these steps, make sure your account balances are correct, and your transactions categorized correctly. Step 1: Make sure there are no warnings,…
Last Updated: February 26, 2013
If you’ve just upgraded to YNAB 4, you may be surprised to see errors and warnings in your accounts. This can be very upsetting, but what you are seeing is designed to help you - we promise. The steps outlined in this article will help you straighten things out. Files that have a handful of errors…
Last Updated: September 19, 2012
This article describes how you can share your YNAB 4 budget with other desktop installations of YNAB 4 and enjoy the same auto-updating features we've built in for Cloud Sync. However, this approach WILL NOT automatically update your mobile YNAB app on iPhone or Android regardless of what service…
Last Updated: January 18, 2013