Budget Nerds #139 - Sixteen YNAB Features Hidden in Plain Sight
27 snips
Apr 29, 2026 A tour of sixteen useful but easy-to-miss YNAB tools. They demo mobile Income vs Spending, attaching photos to transactions, and hiding amounts for privacy. Learn about selecting transactions for totals, raw bank import details, and merging categories. Discover retailer order-history links, auto-distribute for splits, Siri/Spotlight category lookups, and auditing who moved money.
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Reset Bank Connection Before Contacting Support
- Use Reset Bank Connection on the account screen to quickly remove and re-add a direct import when transactions lag or errors appear.
- Tap the account, choose Reset to walk through credential re-signing without manual deletion.
Open Big Box Order History From Transactions
- Use Big Box Store Links to open Amazon, Target, Kroger order history directly from a transaction to identify split items.
- Tap the info (i) on the payee to jump to the retailer's order history and split accurately.
Claw Back Future Funds To Cover Current Overspending
- Cover overspending in the current month by pulling money assigned in future months directly from the overspent dialog.
- Click the overspent amount and choose which future-month category to pull available dollars from.