Take the time to customize your categories in YNAB to represent your priorities. They should be specific enough to guide your spending, but not so specific that your budget becomes complicated.

iOS

To add a new category:

  1. Tap Edit.
  2. Find the category group you'd like to add to and press the + sign.
  3. Enter the name of the new category.
  4. Tap Save.

There may be times when you don't need to use a category anymore.  In these situations, we recommend you hide the category.  

If you do choose to delete the category, take note that doing so on mobile will mean you need to recategorize all transactions that have used that category.

 

Android

To add a new category:

  1. Tap checkbox icon in top right corner.
  2. Find the category group you'd like to add to and press the + sign.
  3. Enter the name of the new category.
  4. Tap Save.

To move categories around in your budget, tap the checkbox button on the top right, then hold and drag the three horizontal lines to the right of the category name.

Bonus Tip

Feeling sassy? Spice up your budget with emojis! 🙌🏼

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