7 YNAB Hacks You Might Not Know Existed

Plus how to add emojis in YNAB!


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:

  1. Tap the Category
  2. Tap Details
  3. Scroll to the bottom and tap Rename Category
  4. Use your keyboard emojis to add some flair to YNAB
How to add emojis in YNAB Budget

You can add them to any Category names—in fact—you can add more than one! Go crazy!

Emojis in YNAB Mobile

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.

Quick Budget Lightning Bolt YNAB Mobile

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!?

Quick Budget Lighting Bolt YNAB Mobile

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:

Mobile Search YNAB

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.

View All Transactions All Accounts YNAB

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.

YNAB income v expense report

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!?

YNAB Income v Expense report

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:

YNAB undo redo web app

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.