Learn how to add emojis in YNAB, use the quick budget lightning bolt, search on mobile, and more! These hacks will have you budgeting with more efficiency than a Tim Ferriss fanboy.
YNAB Mobile Hacks
Did you know in YNAB you could…
1. Add Emojis
Anywhere you can add text in YNAB, you can add emojis. The easiest route is through an app on your phone or tablet.
Here’s how to do it on mobile:
- Tap the Category
- Tap Details
- Scroll to the bottom and tap Rename Category
- Use your keyboard emojis to add some flair to YNAB
You can add them to any Category names—in fact—you can add more than one! Go crazy!
You can add them to Account names, Notes, and Memos, oh my!
2. Budget Quicker With Shortcuts
You don’t have to start from scratch every month! There are options for Quick Budgeting from the lightning icon on mobile. It’s entirely customizable depending on what you need.
In the example below, we have $2200 to be budgeted. Quick Budget gives us a few ways to quickly budget that money: according to Category goals,(Underfunded), Budgeted Last Month, Spent Last Month, or Average Budgeted.
We decide to allocate money to Groceries and Immediate Obligations first and use Quick Budget to select these Categories. Through Quick Budget, we see we need $2112 to fully budget for these categories and we have enough to cover it all! Tap Underfunded and the check mark to see the dollars scurrying to their jobs.
How easy is that!?
3. Search Like Crazy
You want to know how many times you talked to your friendly neighborhood barista in the last month? No problem. Just start typing in the search field on desktop or mobile (viewable in Accounts>All Accounts) and YNAB will help you find exactly what you are looking for:
4. View All Scheduled Transactions In One Place
Are a lot of your bills on autopay across multiple accounts? Ever wish you could see them all at a glance? We are all about granting wishes here at YNAB! Just head on over to Accounts>All Accounts.
YNAB Web App Goodies
We’ve even got a bagful of extra features that are available from the web app. Fire up your laptop and check out these handy tricks.
5. Get More Info On Your Income Sources
Ever wonder how much you’re bringing in from each of your income sources? The Income v Expense report can be viewed from the web app, and it has all the answers. Open up your reports to see all your sources based on the payee information entered in the register.
What’s really cool is you can see the averages and totals for each income source on the right. Isn’t looking at income so much more fun than looking at expenses!?
6. Undo And Redo
Chances are there’s been a time where you really wished this existed. This little feature flies under the radar but when you need it, you need it. And here it is, available on the web app from your laptop or desktop:
Keep in mind YNAB can only undo or redo what’s happened in a current session. If you refresh or logout, it can’t go back beyond that point.
7. Live Push Notifications
Team YNAB is pleased to announce a new feature that can help you avoid unnecessary overspending. Check out our live push notifications we debuted last April…
…April 1, that is. We couldn’t help but give you one trick among all these treats.
Enjoy your new undoing/redoing, added use of the avocado emoji, and all the time you’ll save quick budgeting so you have more time to search and analyze your income sources. And yep, we’ll keep dreaming of live push notifications too. Happy hacking!
Editor’s note: this post was originally published in October 2016. We gave it a bath to make it so fresh, so clean, and so full of updated information.