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!

🔢 Do you need more than one budget? Not usually, but you can create and use as many budgets as you'd like.

If the historical data in older budgets is important to you, you can always go back and reference it later. Be sure to customize the names of your budgets, so you can easily tell them apart!

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. 

Clicking budget name in top left corner shows the new budget menu option as the first on the drop down list

3
Next, you'll name your new budget and customize the settings
New Budget Menu shows options for the name, currency, number format, currency placement, and date
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. 
3
The submenu will show you up 5 of the most recent budgets, or you can choose the "All Budgets" option and 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! Each budget is listed with the most recently used budget on the far left side. The last option listed is create a new budget

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.