![]() ![]() Scheduled transactions are displayed in their own frame at the bottom of the account window.Įach transaction you enter has to match a corresponding field on your budget sheet. It's also easy to edit entries later if required. ![]() They're marked “uncleared” until you approve them, prompting you to keep an eye on routine outgoings. You can enter recurring payments, so regular transactions such as your rent going out or wages coming in can be automated. You enter incoming and outgoing financial transactions in the Account screen. It's all very simple, and you can manage everything from just a couple of screens. Common fields are titled rent, mortgage, groceries and charitable giving, for example. It also helps you customise the fields in your budget sheet. ![]() YNAB has a built-in tutorial that takes you through the basics of creating an entry for your bank account. Initially, you must enter your current financial data. YNAB's report screen is handy if you want to see your spending split into categories ![]()
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