UI reference · Web

Updating view options in YNAB

5 screens · YNAB

Added to Refcat Mar 29, 2026

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Onboarding flow in YNAB

Updating view options flow in YNAB

Updating view options

Setting up a first target flow in YNAB

Setting up a first target

Switching between dates flow in YNAB

Switching between dates

Creating a custom view flow in YNAB

Creating a custom view

Filtering reports flow in YNAB

Filtering reports

Plan flow in YNAB

Adding an account flow in YNAB

Adding an account

Creating a category group flow in YNAB

Creating a category group

Adding a transaction flow in YNAB

Adding a transaction

Importing a file flow in YNAB

Importing a file

Exporting a report flow in YNAB

Exporting a report

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