How do you move categories in YNAB app?

Reorder Categories/Groups Reorder categories by clicking and dragging the icon on the right side (looks like three lines) up or down to move a category or category group into a different spot in the order. You can do this between categories within one category group, or between category groups themselves.

How do I hide transactions in YNAB?

When you’re in your account go to the top right of nYNAB and under the reconcile accounts button is a Filter drop down, click that and then uncheck reconciled transactions. This will rehide the reconciled transactions. Ah!

What categories should I have in YNAB?

When in Doubt, Simple is Better

  • Bills – Create categories for your monthly expenses.
  • Frequent – Includes expenses like groceries, transportation, and eating out.
  • Non-Monthly – Categories to break True Expenses (like holiday gifts, annual subscription costs, or car insurance premiums) into manageable monthly chunks.

How do I unhide a category in YNAB?

Hide/Unhide Categories To unhide a category, scroll to the bottom of your budget and click on the header for Hidden Categories. Then choose the category you’d like to unhide from the list that pops up.

Does YNAB automatically categorize transactions?

If your imported Payee is one you use often, the most recently used category will be automatically assigned.

How do you categorize a transaction in YNAB?

Just select those transactions, then choose Categorize from the Edit menu at the top of the register.

How do you use flags in YNAB?

To flag a transaction, click on the flag icon in the transaction. This will open a flag window, from which you can choose the color you would like. To flag multiple transactions, you can select the transactions, click the Edit menu, and select the flag color from the drop-down menu.

Is YNAB overpriced?

YNAB is more expensive than some other budgeting apps and lacks some features outside of budgeting found with its competitors. You can track investment accounts with YNAB, but it’s not one of its primary features.

Is YNAB really worth?

Compared to other personal finance apps, I found YNAB to be one of the best for budgeting, because it really encourages you to think ahead and take the time to plan where you want your money to go. Still, it’s far from the only personal budgeting tool available.

What are true expenses in Ynab?

True Expenses are your large, less-frequent expenses. For some, you’ll know the amount and due date—like your auto registration or annual insurance premiums. Others aren’t as concrete. You may not know exactly when you’ll need to replace your tires, but you know the time will come.