Add Accounts on Mobile

Naturally, one of your very first steps in YNAB is to add your accounts—because they hold all the money you have to budget.

Adding an Account

The best place to start is your main account, usually a checking account.

1
Tap the Accounts icon.
2
Then tap  Add Accounts.
3
Choose between Linked or Unlinked.
4
Select an account type and enter a nickname for the account—as well as the current balance if you chose Unlinked.

Credit Card Accounts

You'll use the same steps above, but take a few minutes to learn about Credit Card Basics.

1
A credit card payment category will be created for you so you know exactly what's available for your credit card payment. When you use your credit card to spend money you budgeted, that money will automatically move to the credit card payment category.
2
If you have a balance on your card, you need to budget to pay it off. Consider setting a Payoff Balance by Date goal when you create the account.

Unlike money that moves to your payment category from purchases, to pay off this balance, you’ll budget directly to the category.

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