Web Only Features
We're actively working to increase feature parity across all devices, but in the meantime, there are some features that are only available in the web app. Read through the list below, and if you'd like to see any of these features on mobile, send us a feature request!
Do you enter transactions yourself, and want a way to speed up the process? Or, are you having trouble with your direct import connection and need to quickly fill those data gaps? Look no further than File-Based Importing. The process involves downloading a file from your bank and dragging + dropping it right into YNAB. It saves time, and the best part is that these imported transactions will match up with ones you've already entered - reducing the chance of duplicates!
If you're on an iOS device that allows for a split view (such as an iPad Pro), you can also take advantage of this drag and drop function. You'll open the Files app on one side, and Safari with app.youneedabudget.com in the other. Read more about this feature in our File-Based Importing with an iPad help doc.
Certain Loan Account Features
Curious about our new Loan Accounts feature? Right now, you'll enjoy the full set of features on web, including the ability to edit loan account details, update the loan's balance, re-pair a category, and, best of all, play around with our Debt Simulator to motivate you to pay off those balances faster!
If you're looking to back up your data or just want to play with your budget numbers, consider exporting your budget! You have the option of exporting all budget data, or just a selection of transactions.
Food delivery payees got you down? On web, you can turn off auto-categorization for specific payees, or create rules to manage frequently used payees in your budget using our Manage Payees feature.
Referral Program Portal
As long as you have an active subscription that isn't managed by Apple, you're eligible to participate in our Referral Program! Mobile users can get in on the fun, too, of course, but they'll need to log-in to the web app or use this link in order to access it.
Want an overview of your budget at-a-glance? On web, you can use the Inspector to quickly view your Available amounts in the current month, as well as the amount you have Assigned in the future.
Ready to Assign Breakdown
If you're curious where that Ready to Assign number is coming from, look no further than the Ready to Assign breakdown.
Have a long list of categories? On the web app, take advantage of the collapse categories feature, which will help keep your budget nice and tidy.
When you're on the hunt for a specific transaction, it can help to narrow down the list. Available on the web app, filters allow you to zero in on specific time frames, as well as the ability to view only reconciled transactions.
If you're feeling nostalgic for an old-school checkbook, or just want to keep tabs on your bank's balance in real time, you can turn on the Running Balance from the View menu.