Reflect in YNAB

April 9 2025 5:28pm • Est. Read Time: 2 MIN

Reflect on your spending in YNAB. Review your net worth, spending, income, expenses, and age of money. Determine which reflections are available on the web app and which are available on our mobile apps.

 Reports   

Looking for reports in YNAB? They're all still available by clicking or tapping Reflect in the app. 

Links with a ↗️ icon will open in a new tab.

  • Net Worth ↗️
    Available on both our web and mobile apps: reflect on a snapshot of your account balances (both asset and debt) on a month-by-month basis.

  • Spending Breakdown ↗️
    Available on both our web and mobile apps: reflect on your spending categories.

  • Spending Trends ↗️
    Available on our web app, reflect on your spending totals over time.

  • Income v. Expense ↗️
    Available on our web app: reflect on an overview and a detailed summary of the income and spending in your budget-type accounts.

  • Age of Money ↗️
    Available on both our web and mobile apps: reflect on a visual overview of your Age of Money metric.

 Additional Ways to Reflect   

Once you find the data you're most interested in, you can export your data ↗️ for further contemplation and analysis.

On mobile, you can use Spotlight ↗️ to reflect on your categories and determine whether you have enough expected income to fully fund them.

If you'd like to reflect on all the transactions related to a single payee, you can search and filter ↗️ your transactions.

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