Speed Up Your YNAB Game: Learn YNAB's Keyboard Shortcuts!

  Рет қаралды 4,913

YNAB

YNAB

Күн бұрын

If you weren't already on board with the hot take that YNAB on the web is far superior to YNAB on your phone, prepare to be swayed to Team Web. YNAB's new keyboard shortcuts make navigating YNAB on the desktop smoother, swifter, and far more satisfying. Learn keystrokes to enter transactions hands-free, use some of your favorite features with a tap of a key, and show off your YNAB wizardry to all your obviously inspired friends and family.
TIMESTAMPS:
0:00 Intro
1:12 Keyboard Shortcuts Menu
1:28 Mac vs Windows Shortcuts
2:13 Close / Open Sidebar
2:21 Collapse/Expand Category Groups
2:34 Navigate Rows Up / Down
2:59 Select Multiple Rows
3:45 Select All
3:52 Deselect
3:59 Copy, Cut, & Paste
4:06 Undo / Redo
4:23 Snooze
5:05 Add a New Transaction
5:14 Date Picker Shortcuts
5:46 Navigate Right / Left
6:02 Split
6:21 Equation Symbols
7:19 Clear (in Transaction Entering Mode)
7:34 Exit
8:03 Approve / Approve All
8:17 Clear (in Account Register)
8:27 Enter Now
8:41 Match / Unmatch
8:56 Duplicate
9:09 Add / Remove Flags
9:35 Categorize
9:53 Delete
10:02 Search
10:25 Reconcile
10:49 Outro
11:36 Bloopers
__________
➡️ Sign up for a free trial! - www.ynab.com/
__________
📱 Come connect with us on social:
/ ynabofficial
/ youneedabudget
/ ynab
/ ynabofficial
/ ynabofficial
🎧 Listen to the YNAB podcast: podcasts.apple.com/ca/podcast...
✍️ Read our blog: www.ynab.com/blog
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❤️ Submit your YNAB Story! - ynab.typeform.com/ynaber-stories
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#ynab #moneyhabits #personalfinance

Пікірлер: 54
@michellebash
@michellebash 18 күн бұрын
Ernie will agree with me... Why would I want to shortcut my time in YNAB? I look for ways to spend more time YNABing. 🤪 The intro was hilarious, 100% me on my laptop.
@YNABofficial
@YNABofficial 14 күн бұрын
Completely agree! 🤣 ~Ernie
@DavidCannon
@DavidCannon 17 күн бұрын
Shift+L to APPROVE ALL imported bank transactions!! 🤩 Definitely the clear winner in my book. 💯 🏆 🥇
@periteu
@periteu 18 күн бұрын
YNAB Mode 1 by the day 🥰🥰, YNAB Mode 2 by the night 🤬🤬
@YNABofficial
@YNABofficial 18 күн бұрын
Lollllllllll, why am I the same, though?!? 😂🤣 🌻 Hannah
@stormshadowj10
@stormshadowj10 18 күн бұрын
Oh, hey there Hannah! My day just got brighter ☀️
@YNABofficial
@YNABofficial 18 күн бұрын
🥺☀️🥰 🌻 Hannah
@NandoPr1m3
@NandoPr1m3 16 күн бұрын
is it weird that Hannah is my fav youtuber of all time... I could watch her explain anything... even AstroChemistry
@YNABofficial
@YNABofficial 13 күн бұрын
So kind 🥺 I will spare everyone from me trying to explain astrochemistry. But, truly, this comment made my whole day! Maybe week!! Thank you! 🌻 Hannah
@patrickgillespie3982
@patrickgillespie3982 18 күн бұрын
Love the video, as usual, Hannah! I first thought the up arrow to go to the bottom was odd, but now it makes complete sense. The target snooze feature is incredible; possibly underrated. One thing that is strange is when I choose to match something, I also have to approve it. I get auto-matches need an approval, but if I choose to match, I shouldn’t have to approve. However, the shortcuts should make this quick! Signing off to practice the shortcuts now!
@marlaedington6471
@marlaedington6471 17 күн бұрын
I’ve got to try these! From my full-time job my dominant wrist is killing me. So I do need a break from using my mouse. And this is a good reminder to use desktop version, I like it way better than the Phone app. Don’t give me wrong. I use the phone app 95% of the time but I like the desktop version even better! Thanks for the tips, Hannah!
@YNABofficial
@YNABofficial 13 күн бұрын
I LOVVVVE the desktop version. I only use YNAB on my phone when I'm out and about/when I'm bored and don't have access to a computer 😂 The keyboard shortcuts have been shockingly FUN for me to implement because it makes YNAB feel even more like a game or a puzzle to solve. Sure fire way to feel like a pro 😎 🌻 Hannah
@josephm.1278
@josephm.1278 15 күн бұрын
"Fancy Doily-looking thing" 😅
@emeraldsaldanha
@emeraldsaldanha 17 күн бұрын
Love the braids!
@donmelissanicky
@donmelissanicky 6 күн бұрын
I'm new to YNAB and the crew. I love Ben and Hannah but I have a girl-crush on Hannah. 😏😏 I have to say the first day of YNABing had me in a panic but now, on day 3, I think I know kinda what I'm doing. lol! These videos have been SO helpful as has the FREE workbook. I tried another budgeting program for the last year but it always made me feel guilty for even wanting a credit card. Even when paying it off every month. No judgment from y'all and you show how to use that credit card to pay for things without going into further debt, along with so many how-to videos and help that I feel like I might finally have my shit together. Thank you to you all, especially Hannah. You are so fun and cute and smart and awesome. 💖💖😀😀
@ethanpenn5
@ethanpenn5 13 күн бұрын
Yeah, that intro actually captures how it feels pretty good. Huh.
@YNABofficial
@YNABofficial 12 күн бұрын
😂😂 🌻 Hannah
@user-id5ef9qx6y
@user-id5ef9qx6y 16 күн бұрын
LOL! This is a good episode😄
@YNABofficial
@YNABofficial 13 күн бұрын
🙃 🌻 Hannah
@draconissa1282
@draconissa1282 17 күн бұрын
I need a shortcut to autoassign underfunded my selected categories!!
@yarnstead
@yarnstead 17 күн бұрын
I think that works by selecting the categories first…i can’t remember but am pretty sure I’ve done it. Hopefully someone else will chime in
@YNABofficial
@YNABofficial 13 күн бұрын
Ooh, you mean a keystroke that would initiate "underfunded" without having to click the actual button?! Great idea! I'll pass it back to the team! 🌻 Hannah
@NewbieSoaper
@NewbieSoaper 3 күн бұрын
I have been with YNAB for years. I’m sad that I have to leave now due to the fee increase
@benjamindon156
@benjamindon156 16 күн бұрын
Fantastic new features! Informative and hilarious video. Lastly, "ADULT TAX" is a hilarious category group. I may steal it.
@YNABofficial
@YNABofficial 13 күн бұрын
I have been LOVING keyboard shortcuts. I literally learned them *just to make* this video and started applying them to my own budgeting sessions afterward. GAME CHANGER. It gamifies YNAB even more to see how much I can accomplish with all my fancy keystrokes. And, oof. Adult tax is too real. And it's everywhere. Steal it, PLEASE! 🌻 Hannah
@iainmcmullen414
@iainmcmullen414 16 күн бұрын
This is AMAZING!!! I have been wondering if there was an easier way for me to split transactions between multiple categories!
@YNABofficial
@YNABofficial 13 күн бұрын
Yes! Just wait til you have all these memorized-totally changes my transaction handling game! 🌻 Hannah
@xrpjon_998
@xrpjon_998 18 күн бұрын
L.O.V.E I.T !!!😱
@clarekrmiller
@clarekrmiller 16 күн бұрын
I need to pull this video up next time I reconcile so I can practice all the shortcuts!
@YNABofficial
@YNABofficial 13 күн бұрын
YES! Or if you ever go too many days without catching up on transactions... not like I ever do that... yesterday... and the week before... The keyboard shortcuts are DOPE and make YNAB feel like even more of a game! I've been loving them!! 🌻 Hannah
@bdidaho9572
@bdidaho9572 17 күн бұрын
Tell developers, they need a print button on the shortcuts screen
@justinsongnj
@justinsongnj 18 күн бұрын
Fangirl scream 😱* immediately throws out mouse*
@YNABofficial
@YNABofficial 13 күн бұрын
😂🤣 🌻 Hannah
@Green0Photon
@Green0Photon 11 күн бұрын
There is a confirmation screen when I edit reconciled transactions sometimes. Changing payee to create a matching transaction for example. Is there a keyboard command for this? I expected ctrl enter, like other software i use, but nothing happened.
@calebbonds9592
@calebbonds9592 12 күн бұрын
For the love of God. Please make a widget for the Lock Screen of an IPhone
@fsmoura
@fsmoura 17 күн бұрын
OMG! Is this YNAB, or is this Vim?? _Welcome to YNAE (You Need An Editor) - or maybe Yim - Where people who are a cut above everyone else budget using _*_only_*_ the keyboard and nothing else!_ Press '$' to enter money mode, press 'b' to budget, press '10' to repeat it ten times automagically. Voila!! Now I know what you're thinking: _"Wait, how the heck do I exit Yim??"_ That's on purpose! Because now the budget staring begins... ( o.o)
@davidmstone1
@davidmstone1 18 күн бұрын
Hannah, this is a huge feature upgrade. Is it possible to add a key command to expand/condense all categories?
@YNABofficial
@YNABofficial 18 күн бұрын
Hey David! You should be able to do this using these keystrokes: Mac: CMD + up / CMD + down Windows: CTRL + up / CTRL + down 🌻 Hannah
@davidmstone1
@davidmstone1 17 күн бұрын
@@YNABofficial I just got home and am trying out the shortcuts. These are amazing additions! Ctrl+up and Ctrl+down work great.
@elizabethgadsby9641
@elizabethgadsby9641 18 күн бұрын
What is this magic of linking transactions??
@yarnstead
@yarnstead 17 күн бұрын
It’s for linked accounts 😊 that automatically import transactions; use it to match to any transactions you’ve entered manually
@elizabethgadsby9641
@elizabethgadsby9641 17 күн бұрын
​@@yarnsteadThat's why I'm not familiar with it. Thanks!
@yarnstead
@yarnstead 17 күн бұрын
Of course! I do only manual entry myself, but it seems a lot of YNABers do linked or a combo
@YNABofficial
@YNABofficial 13 күн бұрын
Yes, what @yarnstead said! I have all my accounts linked, but when I'm out and about spending money in those more variable, everyday categories (getting gas, buying groceries, spending fun money, etc), I record these transactions RIGHT away to keep my category balances up to date. Then, when that same transaction I entered myself imports into YNAB from my bank later, they link up to each other to prevent duplicates. It's amazing!! 🌻 Hannah
@richardperson6310
@richardperson6310 17 күн бұрын
90% of my YNABbing is on the Android app. I don't open the web app more than once or twice a month.
@YNABofficial
@YNABofficial 13 күн бұрын
🤯🤯 🌶️ Hot take: you're missin' out. The web app is the GOAT. 🌻 Hannah
@richardperson6310
@richardperson6310 13 күн бұрын
@@YNABofficial Why? Because of the Loan tracker? I don't have any loans. Because of the YNAB Together? I live alone. I have no one to share with. Because of Managed Views? I have that on the Android app but I've yet to find a use for it. Creating or adjusting targets is easier on the Web app. Reconciling is easier on the Web app. Managing Payees is easier on the Web App. Funding a new month is somewhat easier on the Web app. But for day-to-day usage the Android app is King.
@YNABofficial
@YNABofficial 12 күн бұрын
Haha, oh no no no! Literally for the reason that working on the web app makes me feel large and in charge, while I don't love having to work in the mobile app with only two and small buttons. I prefer the feeling of wizardry I get from the web app, that's all 😂 🌻 Hannah
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