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Install YNAB on another computer

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

Upgrade from an older version of YNAB

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

Forecast in YNAB

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

Adding a Check Number column

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

Keyboard Shortcuts

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

Work with Files and Folders

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

Access multiple budgets on your iPhone

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

Open a CSV export in Excel

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

Share your budget without using Dropbox

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

Update my email address

Contact us here. Tell us your old and new address. We’ll fix it for you.
Last Updated: January 23, 2013

Restore your budget from Dropbox

If you have your budget set to Cloud Sync and you encountered an error that read "This file couldn't be loaded" in regard to a file ending with '.ymeta' then it's usually the result of the files from Dropbox having not fully synced yet. The quickest fix for this is to just wait. Have…
Last Updated: March 26, 2013

Reimbursements video

In this video we'll discuss how to handle reimbursements in YNAB.
Last Updated: June 11, 2012