Budget Nerds #125 - All the Ways to Easily Add Transactions
24 snips
Sep 24, 2025 Ben and Ernie dive into the recent changes in the YNAB app, removing the traditional add-transaction button. They explore various quick methods to add transactions on mobile, including using Siri, iOS shortcuts, and Android widgets. Listeners learn about the new Spending tab, improved search features, and automated import options for hassle-free entry. They share personal workflows and invite audience members to contribute their own tips. Plus, hear inspiring YNAB wins from users who managed to save money on trips and navigate unexpected expenses.
AI Snips
Chapters
Transcript
Episode notes
Mobile UI Reorganization
- YNAB reorganized mobile tabs, removing the old center add-transaction button and adding Home and Spending tabs for new features.
- The floating add-transaction button still appears in Home, Spending, and account registers for easy entry.
Home Tab Consolidates Key Info
- The new Home tab consolidates Spotlight, top priorities, monthly summary, and personalized content in one place.
- It’s designed as a home base to surface actions like approvals, overspending, and money ready to assign.
Visibility For Goals And Future Months
- Top priorities and monthly summary give quick visibility into critical goals and progress across months.
- The assigned-in-future-months section and mini visualizations encourage planning ahead.