Budget Nerds

#125 - All the Ways to Easily Add Transactions


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You may have noticed some recent changes to the YNAB app, starting with no more "add transaction" button in the bottom row of the screen. It was a little jarring for Ben and Ernie at first, but they quickly realized that you can still add transactions easily within YNAB, and in fact, there are many ways to add transactions quickly within the app. In today's episode, Ben and Ernie walk through all the ways you can add transactions in YNAB, on all platforms, including:

  • iOS shortcuts and widgets
  • iOS spotlight
  • Using voice commands via Siri
  • Android widgets
  • From the lock screen of your phone

Whether you're new to YNAB or a veteran, there's probably some new ways to add transactions you haven't explored yet, including ways to auto-populate categories and payees. This episode relies heavily on screenshots and visual references, so we encourage you to watch it on YouTube as well.

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