Making notes in the Budget

Is there a place to put notes in your budget for the current or future months?  For example, a specific thought that I want to revisit or marinate on as I'm considering my spending priorities for the month.....or a reminder about a possible expense that I need to budget for but haven't decided on the dollar amount.

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  • Not sure about the iOS app, but there is a note area at the top of each month's budget in the web app.

    • dakinemaui Thank you.....that's helpful.  I missed that!

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  • You can try android tricky note.

    • Cadet Blue Cup Thanks for the tip!

  • Hi Silver Router

    If you add a monthly note (under the name of the month in the web app) that note will only be viewable in that month. If you add a note to a category (available in the web or mobile app) that note will be visible in every month going forward until you edit it.

    To add a note to a category in iOS, tap on the category, then tap on Info and there will be a note section on that screen. :)

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    • Faness Hi Faness...thanks for your response!  For some reason, I can't seem to find 'Info' for any categories that I have created.  Any thoughts?

    • Silver Router I apologize, on iOS it's "Details". When you tap on a category, it's the "i" symbol on the right above the number entry (right above the "-" symbol).

  • Thanks again for responding!  I must not have the same version of YNAB because I don't see what you're referring to.  When I tap on a category, I only see Hide, Delete, Cancel, and Okay.  There aren't any other symbols or words.  

    • Silver Router Those are the options when selecting a category on the web app. Are you accessing the web app through your browser on iOS? If so, the Notes section will be on the right hand side of the screen when you have a category selected (you'll have to scroll down to see it). If you still don't see it, let me know and I'll send over a few screenshots! :)

  • That was it!  Thanks for your help!

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