Create a New Budget

There are lots of reasons you might want to create a new budget. You might be using YNAB for your personal finances, and would like to create a separate business budget. Or maybe you want to create a budget for your child.

If you fell off the budgeting wagon and want to start over, consider making a Fresh Start first. If you'd prefer a totally blank slate, go ahead and create a new budget!

Create a New Budget

1
Click on the name of your budget in the top-left corner of the app.
2
Click New Budget from the drop-down menu. 

“New

3
Next, you'll name your new budget and customize the settings

“The

Presto! You've got a brand new budget. 🎉

How do you get back to the first budget?

1
Click on the name of your budget in the top-left corner of the app.
2
Choose Open Budget this time.
“Open
3
You'll land on the My Budgets dashboard, where you can choose which budget to open. You can create a new budget here as well! “The

You can choose to open your most recently-used budget by default when you log in. 

To do that:

1. Click on your budget name in the upper, left corner.

2. Select Account Settings.

3. Check the box next to "Open last used budget by default."

Going forward, the budget you've worked on most recently will open automatically when you log in—as long as you’re not using a bookmark for a specific budget.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us