Navigating Multiple Plans in YNAB

May 14 2025 3:53am • Est. Read Time: 5 MIN

Learn how to view and switch between any of your existing plans. Set your browser bookmark to the correct YNAB URL so that you always land in the current month in your plan. Enable the "Open last used plan by default" setting to always open your most recently used plan.

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In This Article

How to See Your Full Plan List

Switching Between Multiple Plans
Explains how to access another plan (whether you're navigating multiple current plans or wanting to view a previous archived one)

How to Land in the Correct Month and Plan When You Open YNAB
Explains how to adjust your default plan settings or browser bookmarks

How to See Your Full Plan List

Want to see all of your plans in one place? Current, archived, plans shared with you...they're all here!

  1. From the web app, click the name of your plan (located at the top of the left sidebar).

  2. Choose Open Plan from the dropdown menu to open up a Recent Plans submenu to the right showing you up to five of your most recent plans to select from. ( If you do not have the Open Plan option, that means you only have one plan. You can click View All Plans instead for a menu that includes your plan and the option to create another new one).

  3. Click View All Plans at the bottom of the Recent Plans submenu. This will bring you to your Plan Dashboard. You can also access this page directly via: https://app.ynab.com/users/budgets ↗️.

  4. From here, you can view all of your plans, with the option to create a new one ↗️  by clicking Create New Plan. You can also delete a plan ↗️ from this page, too.
  1. From the iOS mobile app, tap the Plan tab at the bottom of the screen. Categories or Spotlight can be toggled on.

  2. Tap the three dots icon    at the top left.

  3. Tap Open Plan to display your full list of plan options.
  1. From the Android mobile app, tap the Plan tab at the bottom of the screen. Categories or Spotlight can be toggled on.

  2. Tap the vertical three dots icon    at the top right.

  3. Tap Open Plan to display your full list of plan options.

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Switching Between Multiple Plans

Want to access a previous plan? (Perhaps you have some archived ones from making Fresh Starts ↗️!). Or maybe you're working with more than one plan currently (multiple currencies, business plans, sharing plans through YNAB Together, etc.). Here's how to easily switch between plans to always access the view of YNAB you need, regardless of what platform you're on! 

 How to Access Another Plan  

  1. From the web app, click the name of your plan (located at the top of the left sidebar).

  2. Choose Open Plan to reveal a Recent Plans submenu to the right, showing you up to five of your most recent plans to select from.

  3. If the plan you're searching for isn't listed there, select View All Plans at the bottom of the Recent Plans submenu. This will bring you to your Plan Dashboard.

  4. Choose the plan you want to open from your Plan Dashboard.
  1. From the iOS mobile app, tap the Plan tab at the bottom of the screen. Categories or Spotlight can be toggled on.

  2. Tap the three dots icon    at the top left.

  3. Tap Open Plan.

  4. Select the plan you'd like to open from the list*.

*Are you offline? If so, you'll be able to open and load any plans with a device icon to the left of the name. They're downloaded to your device. If instead there's a cloud icon by the plan you want, this means it hasn't been downloaded to your device yet. The details are safe and sound in our server, but you'll need to connect to the internet before it can be opened up on your mobile device.

  1. From the Android mobile app, tap the Plan tab at the bottom of the screen. Categories or Spotlight can be toggled on.

  2. Tap the vertical three dots icon    at the top right.

  3. Tap Open Plan.

  4. Select the plan you'd like to from this list*.

*Are you offline? If so, you'll be able to open and load any plans with a device icon to the left of the name. They're downloaded to your device. If instead there's a cloud icon by the plan you want, this means it hasn't been downloaded to your device yet. The details are safe and sound in our server, but you'll need to connect to the internet before it can be opened up on your mobile device.

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How to Land in the Correct Month and Plan When You Open YNAB

To reliably land in the current month in YNAB:

  • Mobile: The mobile app will automatically open you in the current month! 

  • Web: Make sure you use https://app.ynab.com/ ↗️ when accessing the web app. If you use a browser bookmark or pinned tab, make sure it's set to that general web address. Otherwise, the bookmark will continue to take you back to the past (or future!), depending on the month page/view or plan you were on when it was created.

Is the wrong plan opening (not just the wrong month)?

  • Mobile: The mobile app will open the last plan you accessed on your mobile device. If you make a new plan on web, make sure that you open that new plan using these steps on your mobile device!

  • Web: You'll want to make sure that you have your settings configured to open your most recently used plan by default. See below for specifics on adjusting this plan setting. 

 How to Adjust Your Default Plan Settings  

  1. On the web app, click the name of your plan (located at the top of the left sidebar).

  2. Select Account Settings.

  3. Check the box next to "Open last used plan by default" (you may need to scroll down).

  4. Going forward, the plan you've worked on most recently will open automatically when you log in—as long as you're using https://app.ynab.com/ ↗️ and not a bookmark for a specific plan.

This "Open last used plan by default" setting is not available in the mobile app. As a workaround, if you don't have access to a computer, try copying and pasting the web address into a mobile browser (like Chrome) and logging in that way: https://app.ynab.com/settings. *This won't work in the Google Search widget.

The mobile app will open the last plan you accessed from your mobile device (which, if you use the web app, too, may not be the last used plan overall). Use the steps in the How to Access Another Plan section above to open the desired plan on your mobile device!

This "Open last used plan by default" setting is not available in the mobile app. As a workaround, if you don't have access to a computer, try copying and pasting the web address into a mobile browser (like Chrome) and logging in that way: https://app.ynab.com/settings. *This won't work in the Google Search widget.

The mobile app will open the last plan you accessed from your mobile device (which, if you use the web app, too, may not be the last used plan overall). Use the steps in the How to Access Another Plan section above to open the desired plan on your mobile device!

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