General (Click to Expand/Collapse)
Makes the account names smaller so that you can see more of the account names and fit more on the screen.
Adds a button to copy transactions displayed in the various Activity Modals (Budget and Reports pages).
Provides smaller and cleaner scrollbars across the application.
Adds the list of budgets to the Open Budget dropdown so you don't have to navigate to the 'Open Budget' page to switch budgets.
Changes colours like red, yellow and green in the interface to colours and shapes that are more easily distinguishable by colourblind people.
Allows you to hide account type totals and/or account balances.
This feature hides the closed accounts section in the side menu. View the account-options popup (click your e-mail) to show or hide the closed accounts.
Allows you to hide the edit account button to help prevent accidentally clicking on it.
This feature hides the blue help (?) button in the bottom right corner of the screen. View the account-options popup (click your e-mail) to show or hide the help button.
YNAB shows a "Share YNAB, Get YNAB free" banner. If you'd rather not see this banner, you can turn this feature on to hide it.
Select a font from the Google Fonts library or choose to use your system font.
Localization of interface.
Makes the navigation tabs (Budget, Reports, etc) smaller, and with less padding, so that you can see more of the sidebar on the screen.
Allow entry of currency values without decimal separators (as done in real-life on POS terminals). For example, entering a figure of "500" will expand to "5.00". Values containing decimal separator of current account are left unmodified (e.g. "50.00" will stay "50.00"). As a shorthand, values ending with "-" will be expanded to full monetary unit (e.g. "50-" will result in "50.00"). Math operations are supported as well (e.g. "50*5" becomes "2.50").
Changes print styles so budget and account sections can be easily printed. Due to the number of columns, the account section should be printed using landscape orientation.
Obscures dollar amounts everywhere until hovered. In toggle mode, a lock icon will appear in the lower left corner of YNAB. Click to enable or disable privacy mode.
Underline account names in the navigation sidebar that have transactions to be imported. Hovering the mouse over the account name will display the number of transactions to be imported.
Changes the round borders on all negative numbers to square. Helps them become more of an eyesore so you want to get rid of them!
Adds Toolkit Reports to the sidebar. Current reports include: Net Worth, Spending By Category/Payee, and Income vs Expense
Adds a small indicator next to account balances on the sidebar to indicate not all transactions are cleared.
Budget (Click to Expand/Collapse)
Add indicators for subcategories with goals. Types: (M)onthly goal, target by (D)ate goal, (T)arget without date, and (U)pcoming transactions.
Add a column for 'pacing' which shows you how much money you've spent based on how far you are through the month. Note that clicking on the pacing value will toggle emphasis, allowing you to selectively enable the feature per category.
Adds Markdown parsing to notes, allowing support for links, bullet points, and other formatting tools. Learn how to use Markdown here.
Add progress bars and a vertical bar that shows how far you are through the month to category rows.
Adds Color to Master Category Row.
Adds a credit card emoji 💳 to the "Credit Card Payments" category.
Changes the header bar's background color to a lighter blue when viewing the current month to better differentiate between months.
Hover the mouse over Age of Money to display the date of the income. For example, on 11th January with Age of Money = 10, Date of Money would be 1st January.
Hover the mouse over Days of Buffering to display the equivalent Date for Days of Buffering. For example, on 1st January with Days of Buffering = 10, Date of Buffering would be 11th January.
How old transactions should be used for average daily outflow calculation.
This calculation shows how long your money would likely last if you never earned another cent based on your average spending. We know that no month is 'average' but this should give you some idea of how much of a buffer you have. Equal to budget accounts total divided by the average daily outflow. That comes from sum of all outflow transactions from on budget accounts only divided by the age of budget in days. You can also change the number of days taken into account by this metric with the 'Days of Buffering History Lookup' setting.
Adds a 'Goal' column which displays the target goal amount for every category with a goal, and a warning in red if you have budgeted beyond your goal.
Adds a 'Total Monthly Goals' to the budget inspector, which displays the total amount of monthly funding goals.
Enable textbox at budget page for categories filtering
Change the orange goal underfunded warning to blue, to better differentiate it from credit card overspending.
Makes the budget rows skinnier than the default YNAB style so that you can fit more on the screen.
Hides the Age of Money calculation. Some users find it's not relevant or helpful for them, so they'd rather hide it. NOTE: YNAB will continue to run its Age of Money calculations, so the data will be up to date if you decide to show it again.
Hides the "Total Available" section in the budget inspector.
Ensure all negative balances are highlighted red instead of yellow, even with credit card spending.
Show total of incoming transactions for last month in the header.
Clicking on the "Total Inflows" section of the budget inspector will link to the inflow transactions for that month.
The Categories Dropdown that shows in the move money modal is quite small. Show more categories if the page real estate allows for it.
Highlights credit card category balances with a yellow warning if the balance of the category does not match the account balance. Adds a button to the Inspector to rectify the difference.
Default YNAB behaviour is to show these categories when covering overbudgeting, but since they've got no money in them they won't help you. Let's clean up the menu.
Remove the borders between selected month, funds and Age of Money in the budget header.
Adds the total of upcoming transactions alongside activity for each category.
Allows the monthly funding goal to be set as a max spending goal for each category.
Highlights "Budget Next Month" red when you've gone negative as some point in the future.
Shows a light gray background on alternating category rows.
Changes the 'To Be Budgeted' background color to yellow if there is unallocated money left to be budgeted.
Adds ability to toggle all master categories at once. Alternatively, "Solo Mode" can be used to toggle all but a single category at once.
Removes the highlight colour from positive (or zero) category balances and colours positive balances green instead.
When this feature is activated, there will be a warning if you have already budgeted something.
Will highlight balances of categories with Target Balances that have not yet been met.
Makes the screen that pops up when you click on activity from a budget category wider so you can see more details of the transactions listed.
Makes the screen that pops up when you click on 'Enter a note...' below the month name wider so you can add more text.
Accounts (Click to Expand/Collapse)
Allows you to distribute the remaining amount in a split transaction proportionally to sub-transactions
Adds the check number column to your account view.
Clicking the Toggle Splits button shows or hides all sub-transactions within all split transactions.
Adds Markdown parsing to memos, allowing support for links and other formatting tools. Learn how to use Markdown here.
This feature assists you in the reconcilation process by locating uncleared transactions that should be cleared based on the desired reconcile amount.
When entering split transactions, each additional split will be auto-filled with the current remaining amount.
Enables YNAB's native "Running Balance" by default for each account register.
Automatically mark transaction as cleared when you enter it manually.
Move the notification bar to the bottom as an overlay. This prevents the transactions from "jumping around."
Adds option to edit memo on transactions to the edit menu.
Adds an option to the transaction edit drop-down menu to manage payees for the current selection.
When you press enter while adding transactions, the default behaviour is 'Save and add another'. This option changes it to just 'Save'.
When you press enter on the memo field while adding or editing a transaction, the default behaviour is 'Save' or 'Save and add another'. This option changes it to move to the next field.
Adds an option to the transaction edit drop-down menu to clear the current selection.
Automatically clear a new transaction by pressing CTRL+Enter (CMD on Mac).
When the Striped Transaction Rows feature is enabled, alternating rows use this color as the background. The default is #fafafa.
When the Striped Transaction Rows feature is enabled, in dark theme, alternating rows use this color as the background. The default is #1e1e1f.
Displays a pop-up confirmation prompt when transaction row's "Cancel" action is triggered by keyboard press ("Enter"). This guards against inadvertent discarding of complex split transaction entries in keyboard driven entry workflows.
Deselects all transactions after any transaction is saved.
Quickly approve scheduled or linked transactions by selecting the transaction(s) and pressing 'a' or 'enter' on your keyboard. Alternately, approve single scheduled or linked transactions by right clicking on the blue 'i' or link icon.
Adds a button to the edit dialog which allows you to set the flag. If multiple transactions are selected, all transactions are updated.
Make values in the inflow column green.
Make values in the outflow column red and put them in parenthesis.
Change the first day of the week when viewing the calendar.
Change the height of transaction rows so more of them are displayed on the screen.
Makes the uncleared, cleared and reconciled icons easier to select.
Makes the text on reconciled transactions appear in a more obvious colour of your choosing.
Adds the ability to set custom flag names. Tooltip for the flag name will only be visible when the cursor is hovered over the flag. Note: Custom flag names are stored locally in the browser in which they are set and will not be carried over to other browsers/computers. Custom flag names will be lost if browser data is cleared.
Adds the total available balance to the category tooltip on each row in the Accounts register.
Right clicking on a transaction will show the contextual menu, allowing easy access to the Edit menu options.
Show the current reconciled balance excluding cleared and non-reconciled transactions
Imagine if you paid for all purchases in whole dollars. Shows a total of the spare change you would accumulate for the selected outflow transactions.
Shows a different-color background on every other transaction row. See the Color for Striped Transaction Rows settings to specify the color to be used.
Place the Cleared column on the left and the Flagged column on the right sides of an account screen.
Adds option to toggle the memo column as visible or not to the account register "View" menu
Easily show and hide scheduled and reconciled transactions with one click.
Reports (Click to Expand/Collapse)
Modifies styling of the Income vs. Expense report so it doesn't use too much white space on the page.
Provides a highlight over the currently hovered row on the native YNAB Income vs Expense report.
If a cell is zero, replace it with an empty cell so it is easier to focus on non-zero cells. "Total" rows are not modified.