Accounts & Transactions
The data your budget is built on.
- Split Transactions
- Scheduled Transactions
- Aging Your Money
- Edit Account Name & Notes
- Offset Account Setup
- Electronic Benefit Transfer (EBT) Cards
- Manage Payment Processors (Like PayPal & Venmo) in YNAB
- Handling Gift Cards in YNAB
- Tracking Investment Accounts
- Reconcile Help: Finding Your Cleared Balance
- Running Balance
- Splitwise and YNAB
- How to Reconcile Accounts
- Adding Transactions
- Searching Transactions
- Health Savings Accounts
- Troubleshooting Your Budget
- Changing an Account Type
- Troubleshooting Reconciliation Issues
- Add, Edit, and Delete Payees