Use more than one budget

You can keep more than one budget. For example, one for your home and one for your small business. Each budget has its own accounts, categories, transactions and currency.

Create a budget

1. Tap on any tab. Tap Settings, then Manage Budgets.
2. Tap .
3. Type a name under Budget Name.
4. Check the Currency, Number Format, Currency Placement and Date Format.
5. Tap to create it. newmonth opens the new budget. It already has some example categories.

Switch to another budget

1. On the Home or Budget tab, tap .
2. The top row shows the name of the open budget, with Active Budget under it. Tap it.
3. Tap the budget you want.

The same list is in Settings → Manage Budgets. A shows the open budget.

Change a budget

1. In Settings → Manage Budgets, tap next to the budget.
2. In Edit Budget, change the name, the currency or the formats.
3. Tap to save.

Delete a budget

1. In Edit Budget, tap Delete Budget. You can also touch and hold the budget in the list.
2. Tap Continue. Then tap Yes, Delete Forever.

Good to know

• You can only delete a budget if you have at least one other budget.
• You can't delete a budget that someone shared with you. Tap Leave Budget instead. See Share a budget with your partner .
• An imported budget file or YNAB export always becomes a new budget. Your other budgets don't change. See Export a backup or a CSV .
• Notifications are set for each budget on each device. See Notifications .