Add, Remove and Customize Categories on Mobile

Take the time to customize your categories in YNAB to represent your priorities. They should be specific enough to guide your spending, but not so specific that your budget becomes complicated. In the mobile app, the category editing screen is called Edit Mode. 

In This Article

To enter Edit mode, click the Edit (Pencil) icon in the top right corner. Now you're ready to start editing your budget! To exit Edit Mode, tap  Done in the top right corner.


Rename/Reorder a Category Group or Category

Category Groups hold groups of categories (clever, huh?) that are related in some way.

By default, Category Groups are based on our prioritization strategy. You can rename to make them your own! (The exception is Credit Card Payments, which is a group created automatically if you add one or more credit card accounts. Categories in this group cannot be moved to other categories, and the Category Group itself is not customizable.) 

Reorder Categories/Groups

Reorder categories by selecting and dragging the icon on the right side (looks like three horizontal lines) up or down to move a category or Category Group into a different spot in the order. You can do this between categories within one Category Group, or between Category Groups themselves. 

How to Rename Categories/Groups

  1. Enter Edit mode by tapping the Edit (Pencil) icon in the top right corner of the app.
  2. Tap on the category name, which will bring up the keyboard.
  3. Edit by deleting the current name and typing in the new name.
  4. Tap the Done button in the bottom right corner to save.
  5. If you're ready to leave Edit mode, tap the Done button in the top right corner.

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Add a Category, Category Group, or Target

How to Add a Brand New Category:

  1. Enter Edit mode by tapping the Edit (Pencil) icon in the top right corner of the app.
  2. Tap the + to the right of the Category Group header.
  3. Enter the name of the new category.
  4. Set the category target type, frequency, and amount for that category. If you're not sure which Target to choose, check out our description of each Target type
  5. Tap the Done button in the bottom right corner to save.
  6. If you're ready to leave Edit mode, tap the Done button in the top right corner.

How To Add a Brand New Category Group:

  1. Enter Edit mode by tapping the Edit (Pencil) icon in the top right corner of the app.
  2. Tap the blue folder with a plus in the top left corner.
  3. Enter the name of the new Category Group.
  4. Tap the Done button in the bottom right corner to save. Now you can add new categories to that group, or tap and drag them from other Category Groups. 
  5. If you're ready to leave Edit mode, tap the Done button in the top right corner.

How to Add a Target

  1. Enter Edit mode by tapping the Edit (Pencil) icon in the top right corner of the app.
  2. Tap on the number under the category and type in the amount.
  3. Tap on the type of target you would like. Spending Targets are displayed, but you can tap the Other button (three horizontal dots) to choose a Savings Target.
  4. Tap on the Save button in the bottom right corner to save.
  5. If you're ready to leave Edit mode, tap the Done button in the top right corner.

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Hide/Unhide Categories

Pay off a loan or cancel a repeating expense? When you no longer need a category in your budget (but merging it with another category isn’t suitable) you'll want to hide it. 

How to Hide and Unhide a Category

  1. Enter Edit mode by tapping the Edit (Pencil) icon in the top right corner of the app.
  2. To Hide a category, tap on the minus (-) sign to the right of the category name and choose the Hide option. 
  3. To unhide, tap the Hidden Category Group at the bottom of your Budget. 
  4. Select which categories you'd like to unhide.
  5. Choose Unhide in the top right corner.
  6. If you're ready to leave Edit mode, tap the Done button in the top right corner.

In Edit Mode, the minus sign on right of category name can be used to hide or delete a category

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Delete Categories

When deleting a category, if there are transactions associated with the category, you’ll be prompted to merge and recategorize the transactions to another category. This will also move all budgeting in past, current, and future months to the chosen category.

It’s not possible to leave transactions uncategorized, so if there isn’t a suitable choice, you can hide the category instead! 

Deleting categories with no transactional history will move any Available amounts to your  Ready to Assign

For Category Group deletions, if any categories within that group have transactions, all budgeting and all transactions will need to be merged and recategorized to a single category. If that’s not the desired outcome, you can first move categories to other Category Groups before deleting!

How to Delete a Category

  1. Enter Edit mode by tapping the Edit (Pencil) icon in the top right corner of the app.
  2. Tap on the minus (-) sign to the right of the category name and choose the Delete option. 
  3. If there are any transactions associated with the category, you’ll be prompted to choose a new category to reassign the transactions and budgeting activity. Once you've done so, you'll be prompted to tap Delete Category to save.
  4. If you're ready to leave Edit mode, tap the Done button in the top right corner.

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How to Edit and Delete Targets

  1. Enter Edit mode by tapping the Edit (Pencil) icon in the top right corner of the app.
  2. Tap on the number under the category and adjust the amount.
  3. If a date has already been set, tap on the date at the top of the number pad to adjust the date.
  4. If a target has already been set, tap on the x to the left of the target type to adjust the target. This will clear out the target and allow you to choose a new target type or set a new target for that category.
  5. If you're ready to leave Edit mode, tap the Done button in the top right corner.

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Pin Categories and Add Emoji

You can pin categories to the top of your budget for easy access on iPhone or Android. From the Budget, tap a category, select Details, at the top right of the number pad, then tap the 📌 pin icon at the top left. 

Note that the pinned section is not considered its own category, so unlike Category Groups in the Budget tab, pinned categories will not be collapsible.

You can also spice up your Budget with  emoji! 🥳 You can add emoji directly into the Category Name line.

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