Colors and Icons in Your Account Register
We’ve gone over the colors and icons you’ll see in your budget, now let’s tackle what may come up in your Account Register!
Colors – Attention Needed
Yellow: If there’s a transaction in your account register without a category, it will have a yellow tint to it. These transactions are a bit more pressing than those that only need to be approved, because YNAB is missing necessary details to keep your budget accurate. Was that spending from your Dining Out category? Was it a True Expense? YNAB needs to know in order to properly update your categories and budget.
Blue: You’ll see blue in your account register in a few different places, but it always means the same thing – this item needs to be approved. This may be a newly imported transaction, a newly matched transaction, or the banner that filters for any transactions needing your attention.
Gray: This color is specifically for items that haven’t cleared your account yet. You’ll see that Scheduled Transactions appear at the top of your account register in gray, since they haven’t taken place yet. On the day they’re scheduled to take place, they’ll no longer be outlined in gray, but the Cleared icon (‘c’) will be grayed out until you click on it or a matching transaction imports from your financial institution.
Icons - What They Mean
There are a few different icons that will appear in your account register. What do they mean?
Cleared Icon (c): Marking a transaction as ‘cleared’ means it has posted to your bank account. When you manually enter a transaction, it will default to uncleared (a gray version of the icon), and clicking on the icon will turn it green to indicate the transaction has been cleared.
Approval Icon (i): This transaction needs your approval. Whether you manually entered it, or it was imported directly from your bank, YNAB needs you to confirm the transaction took place. Click on the icon and you can approve or reject the transaction. If this icon is yellow, it indicates that the transaction needs a category so that YNAB knows how it will impact your budget.
Matching Icon (link): YNAB has seen this transaction before! If you manually enter a transaction and it later imports from your bank, YNAB will automatically match the two entries for you. You can click on the Matching icon to approve the match or reject it if the match was made incorrectly.
Lock Icon: This transaction has been reconciled—it was marked as cleared before the last time you went through the reconciliation process. The lock is helpful because it lets you know which transactions you have already checked and found to be correct. If there is ever a discrepancy in your account balance, you can focus on the transactions that don't yet have that lock icon.
Jump Icon (arrows): This is a transfer transaction that has a corresponding transaction in another account. Clicking this button will allow you to "jump" to the other side of the transfer in the other account.