# Creating a New Plan > This article explains how to create a new plan in YNAB. Source: https://support.ynab.com/en_us/creating-a-new-plan-Hyl4uc5Cq Last updated: 2026-08-06T16:19:22.172Z Learn the difference between creating a brand new plan and making a Plan Reset or Fresh Start (and decide which is best for you!). Follow the outlined steps to create a new plan from scratch, including naming it and adjusting settings. #### In This Article [Deciding Whether to Create a New Plan](#decide) [How to Create a New Plan](#new) [Setting Up Your New Plan](#setup) [Frequently Asked Questions (FAQs)](#faq) * * * ## Deciding Whether to Create a New Plan While there is not an option to make a direct copy of your plan, if you fell off the YNABing wagon and want to start over—but without starting from scratch—consider making a [Plan Reset or Fresh Start](https://support.ynab.com/en_us/making-a-fresh-start-a-guide-HkXYR_c0q) first. **This preserves much of the customization and personalization you've built into your plan organization**. If you'd prefer a totally blank slate rather than a Plan Reset or Fresh Start, go ahead and create a new plan! [Back to Top](#backtotop) * * * ## How to Create a New Plan ### iOS 1. Tap the _Home_ tab. 2. Tap the three dots icon at the top of the screen. 3. Tap _Settings & Privacy._ 4. Tap _New Plan_**_._** 5. Name your new plan and make any adjustments to the settings (Currency, Number Format, Currency Placement, Date Format, etc.). 6. Tap the checkmark at the top of the screen. You can now get started personalizing it by customizing your categories, [setting targets](https://support.ynab.com/en_us/how-to-use-targets-rk5kkI9ks) for individual categories, [adding your accounts](https://support.ynab.com/en_us/how-to-add-an-account-ByoxswMJs), and more. ### Android 1. Tap the _Home_ tab. 2. Tap the vertical three dots icon at the top of the screen. 3. Tap _Settings & Privacy._ 4. Tap _New Plan_**_._** 5. Name your new plan and make any adjustments to the settings (Currency, Number Format, Currency Placement, Date Format, etc.). 6. Tap _Create._ You can now get started personalizing it by customizing your categories, [setting targets](https://support.ynab.com/en_us/how-to-use-targets-rk5kkI9ks) for individual categories, [adding your accounts](https://support.ynab.com/en_us/how-to-add-an-account-ByoxswMJs), and more. ### Web 1. On the **web app**, click the name of your plan (located at the top of the left sidebar). 2. Click _New Plan_ from the drop-down menu. 3. Name your new plan and make any adjustments to the settings (Currency, Number Format, Currency Placement, Date Format, etc.). 4. Click _Create Plan_, and presto! You've got a brand new plan. 🎉 You can now get started personalizing it by customizing your categories, [setting targets](https://support.ynab.com/en_us/how-to-use-targets-rk5kkI9ks) for individual categories, [adding your accounts](https://support.ynab.com/en_us/how-to-add-an-account-ByoxswMJs), and more. Note: If you also use YNAB on mobile, the mobile app will only open the last plan you accessed **on your mobile device**. So, if you create the new plan on web, it will not automatically show up when you open your mobile app. You'll need to follow the [iOS or Android steps here](https://support.ynab.com/en_us/multiple-plans-r1qeOvbC5#access) to access the new plan on mobile! ### What Comes Next? You have your new plan! Now what? For specifics on switching between multiple plans, seeing your full plan list, or ensuring that you land in the correct month and plan when you log in, you'll find all that and more in [Navigating Multiple Plans](https://support.ynab.com/en_us/multiple-plans-r1qeOvbC5)! [Back to Top](#backtotop) * * * ## Setting Up Your New Plan When you create a new plan on iOS or Android, a checklist appears on the _Home_ tab to help you set it up. It has three steps: * _Personalize plan_ — opens [Edit Plan](https://support.ynab.com/en_us/plan-and-adjust-with-edit-plan-and-cost-to-be-me-ByR7vpqPyx), where you can adjust your categories and [targets](https://support.ynab.com/en_us/how-to-use-targets-rk5kkI9ks). * _Add accounts_ — opens the flow to [add accounts](https://support.ynab.com/en_us/how-to-add-an-account-ByoxswMJs) to your new plan. * _Fund categories_ — opens Assign mode so you can [assign your money](https://support.ynab.com/en_us/assigning-your-money-a-guide-SypgkrNJi). The checklist is a set of shortcuts — you can also complete any of these steps on your own, at any time. **Note:** The new plan checklist is available on iOS and Android only, and it doesn't analyze your past spending to create targets automatically. (That only happens during onboarding for your first plan; check out [Does YNAB create targets automatically?](https://support.ynab.com/en_us/does-ynab-create-targets-automatically-HJ4k1nBWfg) for more information.) [Back to Top](#backtotop) * * * ## Frequently Asked Questions (FAQs) ### Can I duplicate a plan? There isn't a way to copy or duplicate a plan in YNAB. If you'd like a backup of the plan, you can [export your data](https://support.ynab.com/en_us/how-to-export-plan-data-Sy_CouWA9). You won't be able to import the data back into YNAB, but you'll be able to review it in most common spreadsheet apps. You could also make a [Fresh Start](https://support.ynab.com/en_us/making-a-fresh-start-a-guide-HkXYR_c0q). A Fresh Start clears out past transactions but keeps your setup intact for a clean slate. The current plan will be archived, and you can return to it anytime. ### What happens to my bank connections when I create a new plan? Your Direct Import connections don't carry over to a new plan — you'll need to [add your accounts](https://support.ynab.com/en_us/how-to-add-an-account-ByoxswMJs) and set up Direct Import again from scratch in the new plan. Your old plan and its connections will still exist (it stays accessible as a separate plan), but you may want to [unlink your accounts](https://support.ynab.com/en_us/linked-accounts-B1991f2Cc#unlink) in the archived plan so that Direct Import doesn't continue updating balances there. **Note:** If you had made a [Fresh Start](https://support.ynab.com/en_us/plan-resets-and-fresh-starts-HkXYR_c0q) instead, your Direct Import connections would be set up automatically in the new plan, and the option to stop importing transactions in your archived plan is selected by default. ### How do I get rid of the checklist on my new plan? Tap the X on the checklist to dismiss it. Dismissal applies only to that specific plan, so the checklist won't reappear for it. ### I dismissed the checklist — can I get it back? The checklist can't be brought back once it's been dismissed. It links to steps you can take anytime, though: [personalize your plan](https://support.ynab.com/en_us/plan-and-adjust-with-edit-plan-and-cost-to-be-me-ByR7vpqPyx), [add your accounts](https://support.ynab.com/en_us/how-to-add-an-account-ByoxswMJs), and [fund your categories](https://support.ynab.com/en_us/assigning-your-money-a-guide-SypgkrNJi). [Back to Top](#backtotop) * * * ## Help Us Help You! Our Knowledge Base team reviews article feedback responses weekly, and we actively revise these articles to make them as helpful as possible. That's where you come in! Our articles are scored based on the _Yes_ or _No_ ratings received below. We also collect freeform feedback for any _No_ ratings (so our team can focus in on what you were specifically searching for!). **Success**: Found what you were searching for? It would be super helpful if you click _Yes_ below. **Suggestions**: Didn't find what you're searching for and you'd like to share what terms or topics you wanted? Click _No_ below. You'll then be able to submit your feedback about this article. **Please note:** the feedback submissions are anonymous, and we’re not able to respond, so make sure to use the next option if you have a specific scenario or question you would like a response to. **Support**: If you have a question or would like a response to your specific question, [tell the chatbot you need a human or send us an email](https://support.ynab.com/en_us/how-to-get-help-SygqcvtC5) to ensure that your message gets to our Support team!