Scheduled Transactions on Mobile

You can plan for future transactions, including repeating ones, right in the account register, then use that information to help you budget. Here's how to do it!

How to Add a Scheduled Transaction on Mobile

  1. Tap the Transaction (+) button at the bottom of the screen. 
  2. Choose the payee, amount, category, account, and date of the next occurrence. 
  3. If you’d like the transaction to repeat, tap Repeat, selecting the frequency of this transaction. 
  4. Your transaction will now appear at the top of your register in gray. It will not yet affect your budget. 
  5. When the date of the next occurrence comes, the transaction will appear in bold in your register, waiting for you to approve it (we want to make sure it actually happened as planned!). 

Heads up! When Scheduled Transactions are entered in your account, they will automatically be marked as uncleared. When the transaction clears your bank, be sure to mark it as such in YNAB. 

Cash accounts are the exception—Scheduled Transactions entered in cash accounts will automatically be marked as cleared. You can read more about that in our Handling Cash article!

Using Scheduled Transactions in Your Budgeting

When you have a scheduled transaction in a category that you haven't fully assigned money to, you’ll see yellow (yellow means underfunded!) in the category that month. Tapping the category will open a pop up window with Assign, Auto-Assign, Move Money, and Details options (and a number keypad). 

  • Assign: You can manually add more to this category using funds from Ready to Assign.
  • Auto-Assign: You can use that fancy lightning bolt icon to pull up the Auto-Assign options window. Use Underfunded to fix the yellow in one click!
  • Move Money: You can move more funds to this category from another category. 
  • Details: Tapping this icon will show you the total of any upcoming Scheduled Transactions this month (and how much will be available in the category after the bills are is paid). Glorious.

In Category Details, you see the total for upcoming Scheduled Transactions this month and what will be left Available.

Editing or Deleting Scheduled Transactions

Things change, and your Scheduled Transactions can, too! Check out our article on how to adjust and customize these on mobile!

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