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.

Find the category you want to move money to and swipe right on the category's name.
Use the From line to select the category you'd like to move money from.
Adjust the amount (YNAB will default to any overspent amount) and hit Done!

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!

It's good to get in the habit of checking your categories before spending, and make the move prior. That way, you're using your budget to inform choices—not react to them. The mobile app makes this easy! You can even pin your most-used categories to the top of your budget.

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:

tapping the three dots in the top corner shows a drop down menu with the option to select Recent Moves

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:

there are filters for all, moved, and assigned money moves in the recent moves window

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.

Money Moves Icons

You may have noticed some icons related to your Money Moves. Here’s what each of them means:

a grey arrow pointing to the right

Arrow: Moved money between categories (Rolling With The Punches)

a grey icon that looks like a stack of money

Money Stack: Assigned to a category

a grey lightning bolt

Lightning Bolt: Auto-Assigned to one or more categories

a small grey trash can

Trash Can: Money moved as a result of category deletion

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