Guides

Learn one job at a time

The quick start is the front door. The rest are here when you need one job spelled out.

Start here

Create a budget, record transactions, mark them cleared, and reconcile your accounts.

Contact, backups, import, and where your data lives.

Using the app

Ready to Assign, categories, and assigning future months.

Monthly, fill up to, and save-by-date targets, and Auto-Assign.

Cash, credit cards, tracking accounts, and reconciling.

Mark a TFSA, RRSP, or RESP and see contribution room.

Add, split, and schedule transactions, and attach a receipt.

Mark a purchase Reimbursable, Apply the repayment, and see what is still owed.

What to do next, and the reports you can open.

A home currency, foreign accounts, and a purchase in another currency.

Invite someone through iCloud, or keep a second budget.

Two CSV files in the YNAB export format: a register and a plan.

Export, restore, and the Apple subscription.