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.

How to Show Running Balance 

In the account register, click on the View button next to the search bar and check the box to the left of Show Running Balance in the pop-up window. Change your mind? Uncheck it, and it's gone!

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

Sorting & Filtering

The account register has a default sort order, and each running balance number is tied directly to the preceding transaction. 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 sorting by any category but the Balance category, you'll see the Balance column no longer reflects the default sort order

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.

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

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