Moving categories to the top on a mobile device

I was watching a 20-minute class and Adrian (I think) moved a category to the top so it could easily be checked to see if an impulse buy would overspend it. Easier than scrolling down to the bottom looking for it. How was that done?

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  • Hi Scaramouche !

    Yes, you can pin categories to the top of your budget for easy access!  On the Budget screen, tap a category and select Details.  Then tap the Pin at the top right.

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      • Scaramouche
      • "He was born with the gift of laughter, and a sense that the world was mad"
      • Tan_Welder.1
      • 1 yr ago
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      Nicole at YNAB 

      Thanks!

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      • mhiggi02
      • VP of Human Resources
      • Sea_Green_Sidewinder.3
      • 7 mths ago
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      Nicole I've got pinned categories in my ios app. Is there a way to reorder the pinned categories?

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    • mhiggi02 Yes! Just tap Edit in the upper-right-hand corner of your budget, and then press and drag the "three lines" icon to the right of each category name to drag it into the order you like.

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  • In addition to putting a "pin" in it, which puts the category at the top of your mobile app screen, you can re-order categories (or category groups) from your internet browser by clicking and dragging them up/down.

     

    Note that this changes the order across all platforms (internet browser and mobile apps).

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  • Thanks, Dribble!

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