Move Money on Mobile

Rigid budgets break. If you've tried one, you know this.

Instead, it’s important to use Rule 3 to adjust your budget when your needs or priorities change. It's okay! Moving money from one category to another, like covering overspending, keeps you on track and allows your budget to work with you, not against you.

To move money on the iOS app:

1

Find the category you want to move money to and swipe right on the category's name.

2

Use the From line to select the category you'd like to move money from.

3

Adjust the amount (YNAB will default to any overspent amount) and hit Done!

To move money on the Android app:

1

Tap the category you want to move money to, then tap the “Move Money” button.

2

Use the From line to select the category you'd like to move money from.

3

Adjust the amount (YNAB will default to any overspent amount) and hit Done!

To move money on the iPad app:

1

Find the category you want to move the money from. This category will need to have a positive Available amount.

2

Tap the Available number in that category.

3

Enter the amount you’d like to move.

4

Tap the To field. Select the category from the drop-down (or just start typing its name) that you'd like to move that money to.

You can also move money by tapping Ready To Assign, which is one way to give those dollars jobs. Once your categories are green and reflect your most up-to-date priorities, you’ve officially rolled with the punches!

Reverse The Flow

To reverse the flow of money after tapping "Move Money" use the two arrows, which will flip From: and To: 

Assign Mode

You can also move money around in Assign Mode. Tap the Assign Money button in the budget tab to enter the Assign Mode, and from there you can edit and preview the assigned amounts for each category. Remember: it is important to only assign money you already have. If moving money around ever turns Ready to Assign red, make adjustments until it returns to a happy, grey $0.00.

Tracking Money Moves

YNAB tracks how and when money moves between your categories and your Ready to Assign so you can see how your priorities may have shifted and use that information to make future budgeting decisions.

For an overview of recent moves, tap the More Menu (three dots at the top of your budget), then tap Recent Moves. This window will show you the past 34 days of money movements:

Is your regular budgeting routine clogging up your Recent Moves? You can filter out those Assigned moves so you can focus on what punches you’ve thrown lately or if you’d prefer, you can see just your budget moves:

Tapping on any category will bring you to that specific category’s details for the month of the move. 

Category Moves can also be accessed in the Category Details view by tapping the history icon next to the Assigned amount. (iPad users — access your Category Details by tapping on a category within the Recent Moves panel!)

Like on the web, category moves are viewable in the current month, the past three months, and all future months.