Adding an Account
Adding accounts in YNAB is simple – click Add Account in the sidebar and follow the prompts.
- Click Add Account in the sidebar.
- Enter your account name.
- Select an Account Type. This will determine whether your account is a Budget or Tracking Account, or receives the special handling that credit card accounts do.
- Select whether you’d like to use your bank credentials to directly import transactions.
From there, you'll either follow the prompts to connect your bank for direct import, or enter your current bank balance.