Personal budget software features Order

Revolutionary Budgeting Interface

Quickly allocate funds to your customized spending categories and monitor category balances throughout the month.

YNAB’s revolutionary budgeting interface lets you quickly and easily see what funds you have available to budget and then allocate those funds to your own custom spending categories. If funds are not spent in a particular month, they roll over to the next month so your balances can accumulate.

You can monitor your spending category balances throughout the month to ensure your spending is in line with your goals.

Import Bank Transactions

Let the bank do the tracking for you.

If your bank is compatible with Quicken or MS Money, then it’s compatible with YNAB. YNAB imports OFX, QFX, QIF, and CSV files from virtually every banking institution available.

How do we keep your data secure? We never ask for it in the first place. You download your bank transactions from your bank’s website and we’ll import the file. You’ll have no need to worry about one institution having all of your bank data.

Schedule Recurring Transactions

Don’t miss a bill again. Ever.

Perhaps you’ve been forgetful a few times with bills. Let YNAB help you out. Simply enter your recurring bills one time in the Scheduler and YNAB will auto-enter the transaction when it needs to be paid.

Or maybe you never forget a bill, but you’re just tired of entering transactions over and over again…the Scheduler will take away a bit of your pain.

Do Your Budgeting in No Time Flat

Budget for the upcoming month with a few clicks.

While it’s important to recognize that each month is different and that “normal” months don’t exist, it’s also important to realize that you’re busy–and budgeting can be tedious. We’ve taken care of the tedium.

With a few clicks, simply carryover last month’s budget to this month, review the numbers, and tweak where necessary. You’re done.

More Features…

And we know we’re forgetting some as well.

  • Split transactions with ease.
  • Track of all of your account balances in one simple interface.
  • Easily see a breakout of spending in a specific category.
  • Monitor your spending trends.
  • Compare spending of one category to another.
  • Easily employ the envelope budgeting method.
  • Enjoy the benefits of the YNAB Methodology built right in.

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