Running Balance

Reconciling your accounts is an important part of budgeting with YNAB. Like, super important. Like "trust your budget" important! The reconciliation process is now even easier with the option to view a running balance in your account register.

It's optional! 

Simply click on the View button at the top of the register and ensure you check the box to the left of "Show Running Balance." Don't want to see another column in your account register? Uncheck it, and it's gone!

when the show running balance option is checked, a new column titled balance will appear at the far right of the register

You'll need to select "Show Running Balance" in each account register for which you'd like to see, well, the running balance!

Sorting & Filtering

Each running balance number is tied directly to the preceding transaction. It reflects how that specific inflow or outflow affected the current balance when it was entered. However, if the running balance column simply recalculated each time you sort the register differently (by Payee or Category for example) then the running balance wouldn't be of any use (and quite confusing!).

For example, you can see how sorting by category changes the order. If your running balance seems out of whack, this could be the culprit.

when the register is sorted by the category column, the numbers in the balance column are incorrect

After searching and/or filtering your transactions, you will want to make sure to select the Balance column - which will reset to the default (and correct!) order. 

Not sure you'll remember to sort by the Balance column? No worries! We've added a helpful Tooltip to remind you — just click the question mark next to the Balance header.

Easy-peasy.

The working balance is always shown at the top of the register so, no matter how you have your register sorted, you can see at a glance what you really have.

next to the account name, you'll see the cleared balance, uncleared balance, and working balance from left to right

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