How can I filter categories view by the date range?

I need to filter the budget page with all categories spendings data by the specific date range e.g. 3/10/21 - 12/10/21


Is there any way to do it?

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  • You can't budget the budget page. Only the account ledgers. You can use the All Account view on the web then filter by the date. Then you can sort by category if you want. You can then select the transactions per category, one category at a time, so YNAB calculates a sub-total for that category.

    • Just adding to what Ceeses said:  This Helpdoc will give you steps on how to use the All Accounts view to sort and filter transactions. :)

      If your dates are flexible, you can also filter the Income v Expense report by month to see totals in each category. 

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