Learn how to add emojis in YNAB, use the quick budget lightning bolt, search on mobile, and more! The hacks will have you budgeting with more efficiency than a Tim Ferriss fanboy.
YNAB Mobile Hacks
Did you know in YNAB you could….
Add Emojis
Anywhere you can add text in YNAB, you can add emojis. The easiest route is through an app on your phone or tablet.
Here’s how to do it on mobile:
- Tap the Category
- Tap Details
- Scroll to the bottom and tap Rename Category
- Use your keyboard emojis to add some flair to YNAB
You can add them to any Category names—in fact—you can add more than one! Go crazy!
You can add them to Account names, Notes, and Memos, oh my!
Budget Quicker With Shortcuts
You don’t have to start from scratch every month! There are options for Quick Budgeting from the lightning icon on mobile. It’s entirely customizable depending on what you need.
For example, here we have $3300 to be budgeted. Last month we budgeted $3800. So we can’t just budget exactly the same as last month. However, you can select just some of the categories and Quick Budget will change. Here I’ve selected Credit Card Payments, Immediate Obligations and True Expenses.
Now Quick Budget just analyzes those categories. Last month, $2505 was budgeted for those two categories so there is enough to copy those amounts. How easy is that!?
Search Like Crazy
Trying to remember how much you spend on that new helmet three months ago? Search away on desktop or mobile (currently only available on iOS. Android users, we’re working on it!). You want to know how many times you talked to your friendly neighborhood barista in the last month? No problem. Just start typing in the search field and YNAB will suggest some more specific options to help you find exactly what you are looking for:
View All Scheduled Transactions In One Place
Are a lot of your bills on autopay across multiple accounts? Ever wish you could see them all at a glance? We are all about granting wishes here at YNAB! Just head on over to Accounts>All Accounts:
YNAB Web App Goodies
We’ve even got a bagful of extra features that are available from the web app. Fire up your laptop and check out these handy trick.
Get More Info On Your Income Sources
Ever wonder how much you’re bringing in from each of your income sources? The Income and Expense report can be viewed from the web app, and it has all the answers. Open up your reports and there’s all your sources based on the payee information you entered in the register.
What’s really cool is you can see the averages and totals for each income source on the right. Isn’t looking at income so much more fun than looking at expenses!?
Undo And Redo
Chances are there’s been a time where you really wished this existed. This little feature flies under the radar but when you need it, you need it. And here it is, available on the web app from your laptop:
Keep in mind YNAB can only undo or redo what’s happened in a current session. If you refresh or logout, it can’t go back beyond that point.
Live Push Notifications
Team YNAB is pleased to announce a new feature that can help you avoid unnecessary overspending. Check out our live push notifications we debuted last April…
…April 1, that is. We couldn’t help but give you one trick among all these treats.
Enjoy your new undoing/redoing, added use of the avocado emoji, and all the time you’ll save quick budgeting so you have more time to search and analyze your income sources! More time for trick-or-treating. Happy Halloween!
Editor’s note: this post was originally published in October 2016. We gave it a bath to make it so fresh, so clean, and so full of updated information.
The post Sweet Little YNAB Tricks You Might Not Know Existed appeared first on You Need A Budget.
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