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Accounts & Transactions

The data your budget is built on.

  • Account Types: Budget, Loans, and Tracking
  • Add, Edit, and Delete Payees
  • Adding an Account
  • Adding Income and Other Inflows
  • Adding Transactions
  • Aging Your Money
  • Approving and Matching Transactions
  • Categorizing Transactions
  • Changing an Account Type
  • Close or Delete an Account
  • Colors and Icons in Your Account Register
  • Edit Account Name & Notes
  • Editing and Deleting Scheduled Transactions
  • Editing and Deleting Transactions
  • Electronic Benefit Transfer (EBT) Cards
  • Flags
  • Getting Started with Reconciling Accounts
  • Handling Cash
  • Handling Gift Cards in YNAB
  • Health Savings Accounts
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Categories

  • Budgeting
  • Accounts & Transactions
  • Linked Accounts & File-Based Import
  • Credit Cards & Debt
  • Reports & Tools
  • Settings & Subscription
  • The YNAB Method
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