# How to Adjust Your Plan Settings

> In the Plan Settings menu you can rename your plan and change your currency, number format, currency decimal placement, and date format settings.

Source: https://support.ynab.com/en_us/how-to-adjust-your-plan-settings-SyFt35cAq

Last updated: 2026-07-27T16:58:23.283Z

Learn how to access the Plan Settings menu. Adjust the options in this menu to customize your plan name, currency, number format, and date format. While the app itself is only available in the English language, you can still adjust your plan settings to suit your preferences.

### How to Adjust Your Plan Settings

### iOS

1.  Tap the _Home_ tab. 
    
2.  Tap the three dots icon at the top of the screen. 
    
3.  Tap _Settings & Privacy._ 
    
4.  Tap _Plan Settings_ from the next menu. 
    

This is where you can edit the basics, including:

*   **Plan Name**: tap on the current name of your plan and enter a new name. Note that plan names longer than approximately 30 characters will be truncated on the Home tab.
    
*   **Currency**: tap on the Currency option and choose your currency from the list that pops up.
    
*   **Number Format**: tap on the current format and choose your preferred number format.
    
*   **Currency Placement**: select the appropriate placement of the currency marker or choose _"Don't Display"_.
    
*   **Date Format**: tap on the current date format and choose your preferred format.
    

On mobile, you'll also notice a _Delete Plan_ button. Tap this to delete the current plan. Just be extra careful to ensure you're deleting the correct plan! (You'll be able to confirm this by selecting _Delete_ again on a final pop-up window — or choose _Cancel_ if you're not sure). 

### Android

1.  Tap the _Home_ tab.
    
2.  Tap the three dots icon at the top of the screen. 
    
3.  Tap _Settings & Privacy._ 
    
4.  Tap _Plan Settings_ from the next menu. 
    

This is where you can edit the basics, including:

*   **Plan Name:** tap on the current name of your plan and enter a new name. Note that plan names longer than approximately 30 characters will be truncated on the Home tab.
    
*   **Currency:** tap on the Currency option and choose your currency from the list that pops up.
    
*   **Number Format:** tap on the current format and choose your preferred number format.
    
*   **Currency Placement:** select the appropriate placement of the currency marker or choose "_Don't Display_".
    
*   **Date Format:** tap on the current date format and choose your preferred format.
    

On mobile, you'll also notice a _Delete Plan_ button. Tap this to delete the current plan. Just be extra careful to ensure you're deleting the correct plan! (You'll be able to confirm this by selecting _Delete_ again on a final pop-up window — or choose _Cancel_ if you're not sure). 

### Web

1.  From the **web app**, click the name of your plan (located at the top of the left sidebar).
    
2.  Select _Plan Settings_. 
    
3.  The customization window will appear, allowing you to set your preferences for all five options.
    
4.  Tap _Apply Settings_ to put them into effect. 
    

Here's a quick overview of your five editable options:

*   **Plan Details:** You can enter your new desired name.
    
*   **Currency:** Choose your preferred currency from the drop down list.
    
*   **Number Format:** Choose your preferred format from the drop down list.
    
*   **Currency Placement:** Select the appropriate placement of the currency marker or choose "_Don't Display symbol_".
    
*   **Date Format:** Choose your preferred format from the drop down list.
    

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