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Accounts & Transactions

Making sure everything under the hood is in order.

  • Account Types: Budget vs. Tracking
  • Adding an Account
  • Adding Income
  • Adding Transactions
  • Aging Your Money
  • Approving and Matching Transactions
  • Close or Delete an Account
  • Colors and Icons in Your Account Register
  • Combine, Rename, and Delete Payees
  • Direct Import Migration
  • Edit Account Name & Notes
  • Editing and Deleting Scheduled Transactions
  • Editing and Deleting Transactions
  • Electronic Benefit Transfer (EBT) Cards
  • Exporting a Report
  • File-Based Import
  • Flags
  • Formatting a CSV File
  • Handling Cash
  • Health Savings Accounts
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Categories

  • Quick Start
  • Budgeting
  • Accounts & Transactions
  • Credit Cards & Debt
  • Miscellaneous. Gotta Have It.
  • YNAB Guides
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