# Moving Money in Your Plan > This article shows you how to move money from category to category, allowing your plan to change as your needs and priorities change. Source: https://support.ynab.com/en_us/moving-money-in-your-plan-ryyCKbBJi Last updated: 2026-07-02T17:50:42.826Z Learn how to move money in your plan as your needs and priorities change. Cover overspending, and use our Money Moves feature to keep track of funds moved from one category to another. Learn the meaning of each money move activity icon.  #### In This Article [How to Move Money Between Categories](#categories) [How to Move Money to Cover Overspending](#overspending) [Tracking Money Moves](#tracking) [What Do the Different Icons Mean?](#icons) * * * ## How to Move Money Between Categories ### iOS 1. Tap the _Plan_ tab. 2. Swipe right on a category's name. 3. Tap _Move Money_. 4. Tap the arrow to move money in or out of the chosen category. 5. Select a category. 6. Tap _Select Another_ for additional categories. 7. Use the slider or keypad to move money to or from the category. 8. Tap _Done_. #### Snooze a Target If you move money out of a category with a target, you might notice [yellow or red overspending in the Available column](https://support.ynab.com/en_us/overspending-in-ynab-a-guide-ryWoxEyi#types). If you're not planning to assign more money to account for this, you can [snooze the target](https://support.ynab.com/en_us/snooze-a-target-HyS4E5rZT). ### Android 1. Tap the _Plan_ tab. 2. Tap the category you want to move money **to.** 3. Tap the _Move Money_ button at the top of the number pad. **Is this a Credit Card Payment category?** If yes, you'll instead just tap the _Move Money_ button at the bottom of the window showing you your available for payment details. You may need to scroll down! 4. Use the _From_ line to select the category you'd like to move money **from**. 5. Adjust the amount (YNAB will default to any overspent amount) and tap _Done._ If you notice that you've accidentally selected the category you meant to move money **from**, you can click the icon on the left with the up and down arrows. This will flip the categories between _From_ and _To._ #### Snooze a Target If you move money out of a category with a target, you might notice [yellow or red overspending in the Available column](https://support.ynab.com/en_us/overspending-in-ynab-a-guide-ryWoxEyi#types). If you're not planning to assign more money to account for this, you can [snooze the target](https://support.ynab.com/en_us/snooze-a-target-HyS4E5rZT). ### Web 1. From the **web app**, click on _Plan_ in the left sidebar (immediately below the name of your plan). 2. Find the category you want to move the money **from**. This category will need to have a positive Available amount. 3. Click the number in the Available column for that category. 4. In the window that appears, enter the amount you’d like to move under the **Move:** heading. 5. Under the **To**: heading, select the category from the drop-down (or just start typing its name) that you'd like to move that money **to**. 6. Click _OK_ when finished.  #### Snooze a Target If you move money out of a category with a target, you might notice [yellow or red overspending in the Available column](https://support.ynab.com/en_us/overspending-in-ynab-a-guide-ryWoxEyi#types). If you're not planning to assign more money to account for this, you can [snooze the target](https://support.ynab.com/en_us/snooze-a-target-HyS4E5rZT). [Back to Top](#backtotop) * * * ## How to Move Money to Cover Overspending We have a [full article on how to handle overspending](https://support.ynab.com/en_us/overspending-in-ynab-a-guide-ryWoxEyi), and you can [find the steps to cover overspending here](https://support.ynab.com/en_us/overspending-in-ynab-a-guide-ryWoxEyi#cover). [Back to Top](#backtotop) * * * ## Tracking Money Moves ### iOS YNAB tracks how and when money moves between your categories and Ready to Assign so you can consider how your priorities shifted and use that information to make future financial decisions. You may find it helpful to review some of those decisions. Did your Dining Out category eat it when your best friend showed up unexpectedly? Maybe your Home Maintenance category was drained due to a leaky window and a particularly stormy spring. Or it could just be a case of “Where the heck did all my Fun Money go?”  You can access this info in two places:  * via the **Recent Moves window** (maintains history for moves made in the last 34 days). For specifics of this method, review [this section below](#recent). * at the **specific category level** for individual months (in the current and future months, or up to three months in the past). For more specifics on the category level moves, review [this section below](#level). ### Android YNAB tracks how and when money moves between your categories and Ready to Assign so you can consider how your priorities shifted and use that information to make future financial decisions. You may find it helpful to review some of those decisions. Did your Dining Out category eat it when your best friend showed up unexpectedly? Maybe your Home Maintenance category was drained due to a leaky window and a particularly stormy spring. Or it could just be a case of “Where the heck did all my Fun Money go?”  You can access this info in two places:  * via the **Recent Moves window** (maintains history for moves made in the last 34 days). For specifics of this method, review [this section below](#recent). * at the **specific category level** for individual months (in the current and future months, or up to three months in the past). For more specifics on the category level moves, review [this section below](#level). ### Web YNAB tracks how and when money moves between your categories and Ready to Assign so you can consider how your priorities shifted and use that information to make future financial decisions. You may find it helpful to review some of those decisions. Did your Dining Out category eat it when your best friend showed up unexpectedly? Maybe your Home Maintenance category was drained due to a leaky window and a particularly stormy spring. Or it could just be a case of “Where the heck did all my Fun Money go?”  If you use [YNAB Together](https://support.ynab.com/en_us/ynab-together-B1nS78Cki#invite), you'll see each group member's avatar as you review the movement of money in your plan. You can access this info in two places:  * via the **Recent Moves window** (maintains history for moves made in the last 34 days). For specifics of this method, review [this section below](#recent). ![Avatar shows to the right of a Recent Move indicating who moved the money in the plan. ](https://cdn.bfldr.com/NIEXAZS5/at/4n934phxfwgr5r633m5w/Who-Moved-Money-Recent-Moves-Web-Help-Article.png?auto=webp&format=png) * at the **specific category level** for individual months (in the current and future months, or up to three months in the past). For more specifics on the category level moves, review [this section below](#level). ### Money Moves via the Recent Moves window ### iOS For an overview of recent moves, tap the three dots icon button at the top of your plan screen, and then tap _Recent Moves_. This window will show you the past 34 days of money movements in current, future, or past months.  At the top of the Recent Moves window, you can **filter** your view by choosing between: _All_, _Moved_, or _Assigned_. _Moved_ will focus on money moved recently to cover overspending or re-prioritize, whereas _Assigned_ will show just your basic moves.  If one of the moves shows "10 Categories" or another number, tapping this will reveal even more details for bulk actions like Auto-Assign and exactly how much was assigned into _each_ category.  #### Recent Moves Pro Tips! If you want even more detail, selecting any category name listed in the Recent Moves window jumps you directly to that category. You can then drill down into the month's moves for that specific category using the steps below. If you want to reverse a recent move, you can do so by viewing what money was recently moved and manually moving money back the other way.   ### Android For an overview of recent moves, tap the three dots icon button at the top of your plan screen, and then tap _Recent Moves_. This window will show you the past 34 days of money movements in current, future, or past months.  At the top of the Recent Moves window, you can **filter** your view by choosing between: _All_, _Moved_, or _Assigned_. _Moved_ will focus on money moved recently to cover overspending or re-prioritize, whereas _Assigned_ will show just your basic moves.  If one of the moves shows "10 Categories" or another number, tapping this will reveal even more details for bulk actions like Auto-Assign and exactly how much was assigned into _each_ category.  #### Recent Moves Pro Tips! If you want even more detail, selecting any category name listed in the Recent Moves window jumps you directly to that category. You can then drill down into the month's moves for that specific category using the steps below. If you want to reverse a recent move, you can do so by viewing what money was recently moved and manually moving money back the other way.   ### Web At the top of your plan on the toolbar above your categories, you’ll notice a _Recent Moves_ button with a clock icon  . Click this to review a drop-down menu record of any money moves you've made (in the current, future, or past months) within the past 34 days across your categories. You can **filter** those moves in the top right corner of the Recent Moves window by selecting: _All_, _Moved_, or _Assigned_. If you don't want to review everything (All), you can focus on what was moved recently (Moved), or if you’d prefer, you can check just your moves (Assigned). If you use [YNAB Together](https://support.ynab.com/en_us/ynab-together-B1nS78Cki), you can also filter the moves by group member in the top left corner of the Recent Moves window by selecting _Everyone_ and choosing an individual group member. If one of the moves shows "10 Categories" or another number, clicking this will reveal even more details for bulk actions like Auto-Assign and exactly how much was assigned into **each** category.  #### Recent Moves Pro Tips! If you want even more detail, selecting any category name listed in the Recent Moves window jumps you directly to that category. You can then drill down into the month's moves for that specific category using the steps below. If you want to reverse a recent move, you can do so by viewing what money was recently moved and manually moving money back the other way.  ### Money Moves at the Category Level ### iOS / iPad You can view a category's moves from the Details screen: 1. From the **mobile iOS app or iPad**, tap the _Plan_ tab. 2. Tap on a category. 3. Access details about your category: 1. For most categories, tap _Details_ on the number pad that pops up. 2.  **For Credit Card Payment categories**, tapping on the category takes you directly to the Details screen, and you can move on to the next step below. 4. Tap the _Assigned for \[Month\]_ row. 5. This will show you the specific category money moves for the month. 6. If you'd like to review money moves at the category level in **future months** or up to **three months in the past**, you can! From the main _Plan_ tab again, tap the down arrow next to the month name at the top of your plan to select a different month, and repeat steps 2 through 5! ### Android You can view a category's moves from the Details screen: 1. Tap the _Plan_ tab. 2. Tap on a category. 3. Access details about your category: 1. For most categories, tap _Details_ on the number pad that pops up. 2. **For Credit Card Payment categories,** tapping on the category takes you directly to the Details screen, and you can move on to the next step below. 4. Tap the _Assigned for \[Month\]_ row. 5. This will show you the specific category money moves for the month. 6. If you'd like to review money moves at the category level in **future months** or up to **three months in the past**, you can! Tap the back arrow(s), if needed, to get back to the _Plan_ tab again. Tap the down arrow next to the month name at the top of your plan to select a different month and repeat steps 2 through 5! ### Web 1. From the **web app**, click on _Plan_ in the left sidebar (immediately below the name of your plan). 2. Click on a category. 3. Click on the history icon to the right of the Assigned column to view the specific category money moves for the current month. 4. If you'd like to review money moves at the category level in **future months** or up to **three months in the past**, you can! Click the left or right arrows by the month name at the top of your plan to move backwards or forwards by month.  5. Once you're in the month you want, repeat steps 2 through 3! [Back to Top](#backtotop) * * * ## What Do the Different Icons Mean? ### iOS * **Trash Can**: When you delete a category, any assigned money in past months (even if it’s been spent) has to go somewhere. The trash can icon will appear to indicate money has been moved due to a deleted category. * **Move Money Arrow**: The arrow icon means money has been moved between categories. The category on the left of the arrow is the origin and the category on the right is the destination. * **Lightning Bolt**: This icon indicates money has been moved to one or more categories using an Auto-Assign button. * **Money Stack**: The stack of money indicates that a single move was made from Ready to Assign to a category. It will also show for money moving back to Ready to Assign from a category.  * **Calendar**: When you see a calendar icon next to the amount of money you’ve moved, it means money was moved in a different month’s plan, not in the current month. The month name will be listed next to the icon. [Back to Top](#backtotop) * * * ### Android * **Trash Can**: When you delete a category, any assigned money in past months (even if it’s been spent) has to go somewhere. The trash can icon will appear to indicate money has been moved due to a deleted category. * **Move Money Arrow**: The arrow icon means money has been moved between categories. The category on the left of the arrow is the origin and the category on the right is the destination. * **Lightning Bolt**: This icon indicates money has been moved to one or more categories using an Auto-Assign button. * **Money Stack**: The stack of money indicates that a single move was made from Ready to Assign to a category. It will also show for money moving back to Ready to Assign from a category. * **Calendar**: When you see a calendar icon next to the amount of money you’ve moved, it means money was moved in a different month’s plan, not in the current month. The month name will be listed next to the icon. [Back to Top](#backtotop) * * * ### Web * **Avatar**: If you use [YNAB Together](https://support.ynab.com/en_us/ynab-together-B1nS78Cki#invite), the avatar for each group member will be shown to indicate who moved or assigned money in your plan. * **Trash Can**: When you delete a category, any assigned money in past months (even if it’s been spent) has to go somewhere. The trash can icon will appear to indicate money has been moved due to a deleted category. * **Move Money Arrow**: The arrow icon means money has been moved between categories. The category on the left is the origin and the category on the right is the destination. * **Lightning Bolt**: This icon indicates money has been moved to one or more categories using an Auto-Assign button. * **Circle with a Plus Sign**: Money was manually assigned from Ready to Assign to a category. These moves will show up next to that icon as "Assigned \[amount\] to \[category\]." * **Circle with a Minus Sign**: Money was manually unassigned from a category back to Ready to Assign. These moves will show up next to that icon as "Unassigned \[amount\] from \[category\]." [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! 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