Move Money on Mobile
Rigid budgets break. If you've tried one, you know this.
Instead, it’s important to use Rule 3 to change 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. That way you can trust your budget.
- 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 To be Budgeted, an easy way to give those dollars jobs. That’s it—you’ve 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 To be Budgeted 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:
Tap on the Quick Budget category destination (indicated by the ⚡️icon and number of categories affected) to view money allocations in each category.
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 Budgeted 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: