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