YNAB

$350k revenue, 4.8 rating

App walkthrough
0:00 / 13:50

Onboarding flow, Paywall & Inside the App

Watch the full screen-by-screen UX video of YNAB with onboarding, paywall, and every core flow.

Splash screen with a centered white YNAB tree logo on a solid purple background.
Onboarding screen with a single speech bubble asking Have you ever worried about money against a light background.
Ynab onboarding screen featuring scattered speech bubbles with financial worries and line-art illustrations of everyday expenses.
YNAB onboarding screen displaying financial anxiety thought bubbles, with a YNAB can help! button and a login option below.
YNAB onboarding screen with a balance summary and budget categories showing a $5,000 balance and Tap to fill prompts.
Budget dashboard displaying a balance of $2,500 and a vertical list of category cards with allocation amounts and icons.
YNAB personal finance dashboard displaying a balance summary and a list of budget categories with icons and amounts.
Onboarding screen displaying a list of budget categories with amounts and a Next button.
Onboarding screen featuring the header text We'll help you get good with money and a central illustration of floating green bills.Unlock Pro
YNAB onboarding screen with introductory text about money management and a floating dollar bills illustration below.Unlock Pro
YNAB onboarding welcome screen with value proposition text, a tree logo, a Start my free trial button, and a sign-in option.Unlock Pro
YNAB onboarding name input screen with an empty name field and a Continue button.Unlock Pro
YNAB onboarding screen asking how the user heard about the app, featuring a vertical list of selectable source options.Unlock Pro
YNAB onboarding screen asking what brings you to the app today with a vertical list of selectable financial goal cards.Unlock Pro
YNAB onboarding screen displaying a user testimonial about reduced stress, accompanied by a progress indicator and a Continue button.Unlock Pro
YNAB onboarding welcome screen with a central flag illustration, introductory text about building a plan, and a Let's Go! action button.Unlock Pro
Onboarding screen asking who is in your household, with the Myself option selected and a Continue button.Unlock Pro
Onboarding screen asking about home ownership with a progress bar and three selection cards labeled I rent, I own, and Other.Unlock Pro
Onboarding screen asking about current debt types, with Credit card and Personal loans selected in a multi-select list and a Continue button.Unlock Pro
YNAB onboarding testimonial screen featuring a user success quote about overcoming debt, with a progress bar and a Continue button.Unlock Pro
Onboarding screen asking how you get around, with a vertical list of transportation options, the car card selected, and a Continue button.Unlock Pro
Onboarding screen asking users to select regular spending categories, with multiple options highlighted and a Continue button.Unlock Pro
Onboarding subscription selection screen with the Music card selected and a Continue button.Unlock Pro
Onboarding screen featuring a calendar illustration, a progress bar, and a Continue button to advance the setup process.Unlock Pro
Onboarding screen asking about infrequent expenses with the medical expenses card selected and a Continue button.Unlock Pro
Onboarding goal selection screen listing financial goals with Dream vacation, New home, and Emergency fund selected, and a Continue button.Unlock Pro
YNAB onboarding screen with a palm tree illustration, educational text about balancing saving and living, and an Add Some Fun action button.Unlock Pro
Onboarding screen for selecting additional budget categories, with Entertainment and Hobbies selected and a Finish button.Unlock Pro
YNAB loading screen displaying a tree logo, the message Your categories are being built..., and a personalized greeting for Julia.Unlock Pro
Paywall screen promoting a free trial to save a budget plan, featuring a rocket illustration and a continue button.Unlock Pro
Create Account signup screen with social login options, an email and password form, a privacy policy agreement checkbox, and a disabled submit button.Unlock Pro
Paywall subscription screen comparing yearly and monthly plans with the yearly plan selected, social proof, and a Start Your Free Month button.Unlock Pro
Paywall screen featuring a 91% satisfaction statistic, a user testimonial, free trial terms, and a Start Your Free Month button.Unlock Pro
YNAB paywall screen highlighting four subscription benefits, a savings statistic, trial terms, and a Start Your Free Month button.Unlock Pro
Paywall screen detailing YNAB free trial terms, including a three-point list, a terms acknowledgement checkbox, and a Start Your Free Month button.Unlock Pro
Checkout subscription modal for YNAB featuring a one-month free trial, monthly pricing, and a prompt to confirm with the side button.Unlock Pro
Purchase success modal with a confirmation message and an OK button over a blurred background.Unlock Pro
YNAB loading screen displaying a centered modal box with a spinner and the text Loading Defaults against a gradient background.Unlock Pro
Onboarding notification prompt modal offering trial expiration reminders with Remind Me and Not Now buttons.Unlock Pro
Permissions onboarding screen featuring a notification request modal and a currency selection card with a Next button.Unlock Pro
YNAB onboarding screen welcoming users with a heart illustration, currency selection card for US Dollar, and a Next button.Unlock Pro
YNAB onboarding welcome screen featuring a plan currency selection card set to US Dollar and a Next button.Unlock Pro
Onboarding progress screen showing two of five steps complete, with the personalize plan step selected and a continue button.Unlock Pro
Plan editor screen with a monthly income input card, cost summary, and a list of bill categories with target buttons and a Next button.Unlock Pro
Budget editor screen displaying monthly income and a list of expense categories with add target buttons and a Next action.Unlock Pro
Plan editor screen with summary statistics, category lists, and a bottom modal overlay to add a new category group with a Continue button.Unlock Pro
Category reordering settings screen with a vertical list of budget categories, drag handles on the right, and a Done button.Unlock Pro
Budget editing form showing a new category modal overlay with the text Christmas, a save button, and a keyboard.Unlock Pro
Plan editor screen showing a summary card with monthly income, an educational card, category group actions, and a details modal overlay.Unlock Pro
Budget editor screen with a confirmation modal asking to hide a category group, and an underlying financial summary showing a monthly income of $25,000.00.Unlock Pro
Budget category management screen with a confirmation modal asking to delete a category group and a destructive delete button.Unlock Pro
Transportation budget target form with frequency options, amount inputs, and a Save Target button.Unlock Pro
Transportation target configuration form with a weekly frequency, $100.00 amount, and a numeric keypad at the bottom.Unlock Pro
Budget target configuration form displaying a selected card for setting aside one hundred dollars per week with a popularity badge.Unlock Pro
Financial target setting form for a transportation budget category, with amount and due date fields, a numeric keypad, and a Save Target button.Unlock Pro
Budget target configuration form with a transportation category, amount and due date inputs, a calendar overlay, and a Save Target button.Unlock Pro
Target settings form for a Transportation category, showing a custom frequency, a $100.00 amount, a due date of Jan 1, 2026, and a Save Target button.Unlock Pro
YNAB budget target configuration form for a Transportation category, showing a $100 amount, custom frequency selection, and a Save Target button.Unlock Pro
Savings goal form for a Dream vacation with frequency tabs, filled target amount and date fields, and a Save Target button.Unlock Pro
Hidden categories selection screen with Christmas checked and an Unhide 1 Category button.Unlock Pro
Loading modal in the YNAB app displaying the brand logo, Loading text, and a close button in the top right corner.Unlock Pro
Add Accounts modal with a search input, a grid of popular bank brand buttons, and a manual entry option.Unlock Pro
Home screen featuring collapsible sections for pinned categories, a current goal, and a December summary, with a bottom navigation bar.Unlock Pro
Category selection screen with grouped sections for Events, Needs, and Wants, featuring toggle options and a Done button.Unlock Pro
Add Goal instruction modal in YNAB with a rocket illustration, explaining how to set a non-repeating custom target.Unlock Pro
Home screen dashboard displaying a December financial summary with four target and spending cards, future month list, and bottom navigation.Unlock Pro
Budget editor screen displaying monthly targets, income summary, and categorized spending lists with add target buttons.Unlock Pro
Budget dashboard with a purple call-to-action card to add accounts, underfunded category lists, and the Plan tab selected.Unlock Pro
Budget assignment screen displaying a category list with a centered modal offering tips and a Put your money to work button.Unlock Pro
Budget category assignment editor with a red over-budgeting error alert at the top, a list of categories including Christmas and Groceries, and a Finish Assigning button.Unlock Pro
Reflect dashboard featuring a spending breakdown illustration and text explaining how to track financial progress, with the Reflect tab selected.Unlock Pro
Budgeting dashboard onboarding screen with a central video modal overlay and a Continue button in the bottom right corner.Unlock Pro
Help center article titled Getting a Month Ahead with an in-article navigation card and a search bar.Unlock Pro
Feedback and support screen asking if an article was helpful, with Yes and No buttons and a Contact Us button.Unlock Pro
Budget management dashboard with an over-budget error banner and a categorized list of budget items for January 2026.Unlock Pro
Home screen featuring a For You educational content feed with a YNAB Foundations hero card and a bottom navigation bar.Unlock Pro
YNAB educational onboarding guide with a hero illustration and introductory text about the budgeting method, featuring a close button in the top left.Unlock Pro
Modal educational guide with a table of contents and chapters explaining the YNAB budgeting philosophy and intentional spending.Unlock Pro
Educational modal screen introducing Chapter 3 about Spendfulness with a table of contents, a lifestyle photo, and explanatory text.Unlock Pro
Educational chapter screen titled A Life Well Spent from YNAB, displaying budgeting principles and a table of contents menu.Unlock Pro
Content feed displaying educational videos with a featured video at the top and a grid of top YouTube videos below.Unlock Pro
Content feed displaying a featured blog post and popular posts grid with the Read tab selected and navigation options at the bottom.Unlock Pro
Podcast content hub screen featuring a hero card, subscription links for Apple Podcasts, Spotify, and Soundcloud, and a list of featured episodes.Unlock Pro
YNAB support and help center screen displaying a Get Support button, self-help links, popular articles, and system status.Unlock Pro
Home screen showing an onboarding card, an over-assigned status alert with a Fix button, and collapsible budget sections.Unlock Pro
Customer support chat interface for the YNAB app, displaying a bot greeting bubble and an input field to ask a question.Unlock Pro
YNAB Support Bot chat interface with greeting messages, a text input field, and action icons in the header.Unlock Pro
YNAB support chat interface with an overlaying modal asking the user to rate their support experience using rating faces.Unlock Pro
Support chat feedback modal displaying an emoji rating scale, a text input field, and a submit button over the YNAB chat interface.Unlock Pro
Support chat interface with a YNAB Support Bot conversation and a feedback confirmation modal overlay at the bottom.Unlock Pro
Budget planning dashboard displaying an Add Accounts call-to-action card and a list of underfunded categories with funding goals.Unlock Pro
Budget planning dashboard displaying a hero call-to-action to add accounts, budget category lists, and the Plan tab selected in the bottom navigation.Unlock Pro
Spending dashboard with a floating card prompting to review two transactions and a bottom navigation bar.Unlock Pro
Accounts empty state screen prompting users to check accounts at a glance, with an Add account button and bottom navigation.Unlock Pro
Bank selection screen with a search field, a grid of popular bank cards, and a button to add an unlinked account.Unlock Pro
Account type selection screen displaying categorized options for cash accounts, credit accounts, and mortgages and loans.Unlock Pro
Form for adding an unlinked financial account, with fields for nickname, savings account type, and balance, plus a Next button.Unlock Pro
Success confirmation screen for adding an unlinked account, featuring a checkmark icon and Done and Add Another buttons.Unlock Pro
YNAB accounts dashboard showing a cash balance of $100,000.00, a notification card, and action buttons to add accounts or manage bank connections.Unlock Pro
YNAB empty state screen for managing bank connections, featuring an illustration, a security policy link, and an Add a New Bank Connection button.Unlock Pro
Bank selection screen with a search field and a two-column grid of popular financial institutions to add an account.Unlock Pro
Financial dashboard displaying three stacked cards for spending breakdown, net worth, and age of money metrics.Unlock Pro
Analytics screen displaying a spending breakdown for December 2025 with zero total spending, view toggle options, and bottom navigation.Unlock Pro
Analytics screen with a central date picker modal showing December 2025 and a segmented control with Month selected.Unlock Pro
Net worth dashboard showing a total of $100,000.00 with assets, debts, a chart, and an educational text card.Unlock Pro
Filter modal showing a list of financial accounts with Cash and Bank selected, alongside Cancel and Save actions.Unlock Pro
Educational screen explaining the Age of Money metric, featuring an informational purple card and a bottom navigation bar with the Reflect tab selected.Unlock Pro
Spending dashboard with a date, balance summary of $100,000.00, an empty transaction list, and a transaction button.Unlock Pro
Payee search screen with the text "Mcdo" in the search field and an option to create a new payee.Unlock Pro
Category search screen with the text "Food" entered in the search field and an action button to create a new "Food" category.Unlock Pro
Category creation form with a category name input and a bottom sheet overlay open for selecting a category group.Unlock Pro
Account selection screen in YNAB showing a selected Bank account with a checkmark and a balance of $100,000.00.Unlock Pro
Transaction entry form with a date selection calendar for December 2025, memo field, transaction settings, and a Save button.Unlock Pro
Flag selection modal displaying a list of color options with None selected and an Edit Flags button at the bottom.Unlock Pro
Repeat frequency selection form listing various time intervals with Never currently selected.Unlock Pro
Transaction entry form overlaid with a confirmation dialog asking to discard the transaction, featuring Continue Editing and Discard Transaction buttons.Unlock Pro
Transaction entry form with Outflow selected, a negative amount display, and fields for payee, category, account, and date.Unlock Pro
Transaction list screen displaying dated spending entries with starting balance, a transaction button, and a bottom navigation bar.Unlock Pro
Payee search screen with the text Compny entered and an option to create a new payee.Unlock Pro
Category selection form with a search input, a New Category button, grouped budget categories with icons and amounts, and a bottom keyboard.Unlock Pro
Category creation form with a filled Income name field and an open bottom sheet for selecting a category group.Unlock Pro
New category form with fields for Category Name and Category Group, featuring Cancel and Save actions.Unlock Pro
Add Transaction form with the Inflow amount set to seventy dollars, categorized under Income with a Bank account, and a Save button.Unlock Pro
Spending dashboard displaying a chronologically ordered transaction feed with a floating add transaction button and a bottom navigation bar.Unlock Pro
Spending transaction feed filtered by uncleared status, showing a date-grouped transaction list and an active Spending tab in the bottom navigation.Unlock Pro
Transaction management dashboard showing one selected item with a $70.00 amount, an Uncleared filter, and a bottom navigation bar.Unlock Pro
Category selection form with a search bar, categorized budget options, and a selected Income item.Unlock Pro
Dashboard showing a spending transaction list with a selected transaction and bottom action menu for options like delete, move, and categorize.Unlock Pro
Transaction management screen with a centered flag color selection modal and a bottom action bar.Unlock Pro
Transaction list dashboard with a match transactions modal overlay and one transaction selected.Unlock Pro
Transaction search screen with a search bar and a list of filter suggestions including cleared, reconciled, and transfer.Unlock Pro
Spending transaction feed displaying a chronological list of financial transactions, a delete action, and a bottom navigation bar.Unlock Pro
Spending transaction list with a centered delete confirmation modal displaying Delete and Cancel buttons.Unlock Pro
Transaction search screen with a search bar and filter suggestions including cleared, reconciled, and transfer options.Unlock Pro
Transaction search interface displaying the query food, filter suggestions, a matching result for Mcdo, and the system keyboard.Unlock Pro
Transaction search screen displaying a food keyword filter and a matching Mcdo expense entry with a cancel button.Unlock Pro
Accounts dashboard displaying a cash balance list with a Bank account and action buttons to add accounts and manage bank connections.Unlock Pro
Financial dashboard displaying vertical cards for spending breakdown, net worth of $100,020.00 with a chart, and age of money.Unlock Pro
Analytics screen showing a spending breakdown for December 2025 with total spending, category lists, and bottom navigation.Unlock Pro
Transaction list for the Food category showing a single cleared transaction from Mcdo for -$50.00 with a Done button.Unlock Pro
Analytics screen showing a spending breakdown for December 2025 with a modal overlay explaining positive inflow categories and a Got It button.Unlock Pro
Filter form displaying a vertical list of grouped, nested category checkboxes with a Save button.Unlock Pro
Analytics screen showing a net worth summary of $100,020.00, a trend chart for December, and an educational explanation card.Unlock Pro
Educational screen explaining the Age of Money financial metric with cards stating the minimum transaction requirement and definition.Unlock Pro
YNAB personal finance dashboard displaying top spending categories, net worth of $100,020.00, and an Age of Money card with an educational message.Unlock Pro
Settings modal displaying grouped options for plan management, account details, bank connections, and legal links with a Done button.Unlock Pro
Plan settings screen displaying Julia's Plan with configuration options for currency, number format, and date format, plus Done and Cancel buttons.Unlock Pro

About YNAB

A comprehensive personal finance platform using zero-based budgeting to help users manage debt, track spending, and reach savings goals.

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