Mobile Quick Start Step 1: Add Your Accounts

Welcome to Your Mobile Budget

This is where it all begins. The start of your budget. Perhaps you're here because of a desire to end financial stress, knockout debt, or finally take that dream vacation. Those payoffs will come, but you have to start first.

If you're brand new to YNAB, we highly recommend checking out this video for a brief intro.

Quick Start Step 1: Add Your Accounts

All those categories in your budget need money, and that money is in your accounts. Time to add 'em.

Checking Account

The first time you open the mobile app, it will direct you to add accounts. The best place to start is your main spending account, usually a checking account.

1
Tap Add Bank Accounts.
2
If you're planning to use Direct Import, tap on Linked and search for your bank to connect. If not, tap on Unlinked and enter the account name, type (checking), and today's balance.

You can add more accounts at any time by tapping the Accounts icon and Add Accounts.

Credit Card Account

Use the same steps above, but check these key points about credit cards in your budget.

#1

A credit card payment category will be created for you so you know exactly what's available for your payment. When you use your credit card to spend money you budgeted, that money will automatically move to your payment category.

#2

If you have a balance on your card, you need to budget to pay it off. Consider setting a Payoff Balance by Date goal (see Step 3)!

Unlike money that moves to your payment category from purchases, to pay off this balance, you’ll budget directly to the category.

Check out this section of our  Knowledge Base for more info on Credit Cards!

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