YNAB Widget for Mobile

The YNAB widget lets you see your favorite categories, and even enter transactions, right from your phone's home screen. Widgets are available on both iOS and Android.

In This Article

Widgets on iOS

How to Add the YNAB Widget on iOS

  1. First, confirm you have iOS 14 installed on your Apple device. 
  2. From the Home Screen, touch and hold a widget or an empty area until the apps jiggle. 
  3. Tap the Add button (➕) in the upper-left corner.
  4. Select a widget (or search for "YNAB").
  5. Choose from three widget sizes (small = one category, medium = three categories, large = seven categories)
  6. Tap Add Widget. 
  7. Tap Done. 

How to Customize the iOS YNAB Widget

The YNAB Widget will automatically pick your pinned categories to display in your widget. If you don't have any pinned categories, the first categories listed in your budget are chosen by default. You can change the categories used in your widget at any time (it's all about your priorities with YNAB) by following these steps: 

  1. Tap and hold the YNAB widget until the apps jiggle. 
  2. Tap Edit Widget. 
  3. Tap the category you want to replace. 
  4. Select a new category to replace it with.  
  5. Rearrange your categories (if desired) by dragging and dropping them with the hamburger icon (the three horizontal lines to the right of the category name). 

Stacks on Stacks on Stacks

The iOS YNAB Widget is also stackable, so you can add it to a Stack with other widgets, or even create multiple YNAB widgets to Stack together (a widget for you, a widget for your partner,  everybody gets a widget!). 

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Widgets on Android

How to Add the YNAB Widget on Android

  1. Confirm you're running Android 7 or newer.
  2. From the Home Screen, touch and hold an empty space, or pinch the screen with two fingers. Depending on your device, you may find that only one of these methods works.
  3. Tap Widgets. 
  4. Scroll to "YNAB" and tap the icon.
  5. Select the widget size you'd like (small = one category, large - scrollable list with as many categories as you'd like)
  6. Touch and hold the YNAB widget size you'd like in order to drag it to your preferred space on the Home Screen. 
  7. You'll be prompted to select the categories you want to include, depending on the widget size you selected in step five. If you chose a small widget, you'll be taken back to the Home Screen after you select the category.
  8. For a large widget, tap Save after you've selected your categories. 

How to Customize the Android YNAB Widget

Once the Android Widget is active with categories selected, updating it will depend on your specific Android device.

  1. For some newer devices, you can long press the widget to see a "Reconfigure" option or something similar. 
  2. If you don't have that option, to make a change, you'll want to delete the widget and re-add it with newly selected categories. 

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How to Enter Transactions from the Widget

  1. Tap the category you'd like to add a transaction in, which will launch YNAB's transaction screen. 
  2. Enter all your purchase details with the category pre-filled. 
  3. Tapping Save will return you to the YNAB App for more budgeting adventures. 

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