How to…

Install YNAB on another computer

You can install YNAB on as many computers (and operating systems) as you'd like as long as it's for your personal/household use. This includes Windows PCs and Macs, so your same license key will work on both operating systems. More details about this can be found in our End
Last Updated: February 1, 2017

Forecast in YNAB

What is forecasting? Many people ask about YNAB’s forecasting capabilities. Before addressing how to use YNAB to look forward, though, let’s look at the difference between forecasting and budgeting. When you hear about budgets in the news, the discussion is typically focused on
Last Updated: March 25, 2013

Upgrade from an older version of YNAB

What are the benefits? YNAB 4 introduced a number of brand new features never before available as well as introducing a cleaner easier to use interface. By upgrading to the latest version you get full use of all of the features you'll read about here on our site as well as receive free updates
Last Updated: June 15, 2015

Adding a Check Number column

How do I add a check number column to my account register? YNAB allows you to add a specific column for check numbers in account register. Step 1:  Select the account you want to add the check number column to in the sidebar. Step 2: On the right hand side of the register, you will
Last Updated: October 31, 2013

Updates and Upgrades

You bought it. You got it. We'll never disable or cripple features in an effort to force upgrades. You pay one time for your license (it's not a subscription) and that license is good, for that version of the software, for as long as you'd like to use it.   We do
Last Updated: January 16, 2014

Keyboard Shortcuts

To make budgeting easier, YNAB has several keyboard shortcuts if you prefer that over your mouse or trackpad.    These shortcuts work on both Windows and Mac. Attention Mac users!  We’ve listed the CTRL key frequently in this article to create a shortcut.  Be aware
Last Updated: December 10, 2014


How do I use the Reports in YNAB 4? YNAB 4 has powerful reports to help you gain insight into your Budget.  You can generate three types of reports: Spending Net Income Net Worth To access Reports, click on the Reports tab in the sidebar, decide which report you want to look
Last Updated: October 31, 2013

Work with Files and Folders

Unlike previous versions of our software, YNAB 4 budgets use more than a single file to contain all of your budget data and are instead contained within a folder of many separate files. All of the files must be present in order for the budget to run. This has to do with how Cloud Sync and autosave
Last Updated: February 1, 2017

Share your budget without using Dropbox

This article describes how you can share your YNAB 4 budget with other desktop installations of YNAB 4 and enjoy the same auto-updating features we've built in for Cloud Sync. However,  this approach WILL NOT automatically update your mobile YNAB app on iPhone or Android regardless of
Last Updated: August 10, 2013

Sharing Your Budget

YNAB’s Cloud Sync feature uses Dropbox to keep your budget in sync and up to date.  There may be times when more than one person needs to access the same budget. For example: A husband and wife with separate Dropbox accounts A friend or family member that you're helping to get
Last Updated: June 24, 2014

Restore your budget from Dropbox

If you have your budget set to Cloud Sync and you encountered an error that read "This file couldn't be loaded" in regard to a file ending with '.ymeta' then it's usually the result of the files from Dropbox having not fully synced yet. The quickest fix for this is to
Last Updated: December 11, 2013

Open a CSV export in Excel

YNAB can export all of your account and budget data to a CSV file so you can analyze it in Excel. To accomplish this click File > Export and you will be prompted with 2 options:   Once you choose Export to CSV YNAB creates 2 separate files with a .csv file name extension and the
Last Updated: September 25, 2012

Reimbursements video

In this video we'll discuss how to handle reimbursements in YNAB.
Last Updated: June 11, 2012

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