The better you budget, the faster your Net Worth graph will climb. Check out this video from the Budget Nerds on how get a handle on your impulse spending if you’re inspired to make some changes! Track Your Net Worthīreaking the paycheck to paycheck cycle is awesome, but building wealth is a close second. Drill down into specific categories in your spending trends report. As with the Totals report, you can click on each subcategory (in the bar graph or in the legend on the right) to view all transactions tied to that subcategory. By clicking on a colored category, you will then drill down into that category to see how much money was spent in each subcategory. You can hover over each colored category in the bar graph to see the total and percent of the total spent for each month. See your spending trends report in YNAB to monitor lifestyle creep. You have your color-coded categories (now in a bar graph) on the left side of the screen and your total, average, and graph legend on the right. The Trends report is set up in the exact same way as the Totals report. Select the trends view to see progress over time. You can “Select All” to easily go back to the default view of all categories, or you can “Select None” to start with a blank slate and choose the categories you want to evaluate. The default view shows all of your budget categories, but if you want to compare specific master categories or even specific subcategories, you can toggle those categories on and off. See How Much You Spend on Immediate Obligations Just use the filters found at the top of each report screen: This budget report example shows how to use the filters to isolate specific trends. In all three reports, you can filter by category groups, timeframe, and accounts. With budget reports, you’ll be able to isolate and focus on the data that is most important to you-and analyze your finances from several different vantage points. So, without further ado, here’s how to do all of that and more: See Your Budget Reports in YNAB You can track trends, check bank account balances, identify areas of overspending, and visualize your progress. We’ve got you, fam.ĭata is an important part of personal finance, which is why the YNAB report functionality is an invaluable budgeting tool. You want colorful graphs and pie charts? Bam. You want to get down to the nitty gritty details of a particular category? Woot! You want a high-level view of how you’re doing? Done. You want to slice and dice your financial data every which way? Check. Budget reports! Budget reports! Long live, budget reports!
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