# The Plan Header > In the web app the area at the top of your plan is called the Plan Header. It allows you to navigate your plan & it tells you how many dollars need jobs. Source: https://support.ynab.com/en_us/the-plan-header-BkmiuJ_C9 Last updated: 2026-08-03T16:39:31.224Z The area at the top of the YNAB is the Plan Header. In this area of YNAB, you can review Ready to Assign, move between months, add a monthly note, and use Auto-Assign. #### In This Article [Moving Between Months](#moving) [Ready to Assign](#RTA) [(web app only) Ready to Assign Breakdown](#RTABreakdown) [Auto-Assign](#Auto) * * * ## Moving Between Months You will usually work in the current month, but may want to jump ahead to set aside money or review a previous month. ### How to Move Between Months in YNAB ### iOS 1. Tap the _Plan_ tab. 2. Tap the down arrow by the month and year at the top of the screen to bring up a calendar view.  3. Select the month you'd like to view, or use the left and right arrows (< and >) at the top of the calendar to select the year you'd like.  ### Android 2. Tap the _Plan_ tab. 3. Tap the down arrow by the month and year at the top of the screen to bring up a calendar view.  4. Select the month you'd like to view, or use the left and right arrows (< and >) at the top of the calendar to select the year you'd like. ### Web 1. From the **web app**, click on _Plan_ in the left sidebar (located immediately below the name of your plan). 2. At the top of the screen, navigate between months in YNAB by clicking the left or right arrows next to \[**Current Month & Year**\]. 3. Clicking the down arrow next to the current month will bring you to a date picker, where you can jump to any point in the past in your plan, or to the furthest month ahead that you've assigned money into.  Click the _down arrow_ to open a date picker. Jump to a month in the past or to the furthest month ahead that has money assigned. #### Month Notes Another feature of the plan header **on the web app** is the ability to add a month note for quick reference. Check out [How to Add Notes](https://support.ynab.com/en_us/how-to-add-notes-Byytt_YC9#month) for specific process steps! [Back to Top](#backtotop) * * * ## Ready to Assign Ready to Assign is money in cash-based accounts (like Checking) that is not assigned to spending categories. Example: If you have $500 in checking, and assigned $400 to spending categories. Ready to Assign will have $100 available. ### How Does This Appear in YNAB? ### iOS * On the _Home_ tab, Ready to Assign appears as a green banner at the top when funds are available to assign. * It disappears when all money is assigned to categories and reappears when you add an inflow. * If you've assigned more than you have, an _Over assigned_ alert will appear instead. ### Android * On the _Home_ tab, Ready to Assign appears as a green banner at the top when funds are available to assign. * It disappears when all money is assigned to categories and reappears when you add an inflow. * If you've assigned more than you have, an _Over assigned_ alert will appear instead. ### Web * When funds are available, a green banner displaying "Ready to Assign" will appear at the top of the Plan tab. It will include the amount you have to assign and an _Assign Money_ button. * If every dollar has been assigned to categories, a grey banner displaying "All Money Assigned" will appear at the top of the _Plan_ tab. It will also display $0.00.  * When there are more dollars assigned to spending categories than what is available in your accounts, a red banner displaying "You assigned more than you have" will appear at the top of the _Plan_ tab. It will include the amount of money overassigned as a negative number and a red _Fix This_ button. [Back to Top](#backtotop) * * * ## (web app only) Ready to Assign Breakdown Not sure how you ended up with that amount? Click _Ready to Assign_ (**in the web app only**) for a breakdown. There are two sections: the top section shows money that has **added** to your Ready to Assign number, and the other shows money that has been **deducted** from Ready to Assign.  ### Money That Has Been Added to Ready to Assign ➕ **Ready to Assign Left Over from \[Previous Month\] includes:**  * The sum of money rolled over from last month's Ready to Assign. * Any future YNABing (any money that entered Ready to Assign last month \[or before!\], and assigned in a future month). ➕ **Inflow: Ready to Assign Transactions in \[Current Month\] includes:** * New inflow for the month (like income) that were categorized as Inflow: Ready to Assign and are in a cash-based account (checking, savings, etc.). * New Starting Balances on cash-based accounts added this month. * [Positive credit card balances](https://support.ynab.com/en_us/credit-cards-with-a-positive-balance-an-overview-By_H6uzJo) caused by cash back rewards this month. ➕ **Inflow from Debt Account includes:** * Inflows that are transferred from a debt-based account, such as [cash advance](https://support.ynab.com/en_us/credit-card-cash-advances-an-overview-Hy6PmlOC9) transactions or overpayments on a credit card. Only the amount of the positive balance will appear. ### Money That Has Been Deducted from Ready to Assign ➖ **Cash Overspending in \[Previous Month\] includes:** * Cash overspending that happened last month. Need more? Review [Handling Overspending in YNAB: A Guide](https://support.ynab.com/en_us/overspending-in-ynab-a-guide-ryWoxEyi). ➖ **Assigned in \[Current Month\] includes:** * Dollars assigned to the spending categories this month.  ➖ **Assigned in Future includes:** * Dollars available this month but set aside for a future month. Review [Getting a Month Ahead: A Guide](https://support.ynab.com/en_us/getting-a-month-ahead-a-guide-HJidy13C5) for more details on when you've assigned in future months. Future assigning shows up in **next month's** Ready to Assign Left Over from \[Previous Month\], and on and on the cycle goes... #### Missing some of these lines? The Ready to Assign breakdown will only show sections that apply to **your** plan. Don't have any positive credit card balances? The Ready to Assign breakdown won't include those sections. [Back to Top](#backtotop) * * * ## Auto-Assign Auto-Assign is an optional feature that distributes your available money across categories automatically, based on a method you choose! There are several Auto-Assign options: * **Underfunded:** Assigns money to categories that haven't yet reached their target amount. * **Spent Last Month:** Assigns the same amount you spent in each category last month. * **Budgeted Last Month:** Assigns the same amount you assigned to each category last month. * **Average Spending:** Assigns the average amount spent per category over recent months. For a full breakdown of each option, review [Auto-Assign: A Guide](https://support.ynab.com/en_us/auto-assign-a-guide-r1gBNbBJo). ### How to Use Auto-Assign From the Ready to Assign Banner ### iOS 1. Tap the _Home_ tab. 2. If funds are available to assign, tap the banner displaying “Ready to assign" to bring up Assign mode. If you **don't** have funds left in Ready to Assign, this option won't be available. 3. Tap_Auto-Assign by..._ to bring up your list of options.  4. Tap the Auto-Assign option you'd like to use.  5. Review the assignments that will be made, and tap _Save Assignments_ when you're done.  ### Android 1. Tap the _Home_ tab. 2. If funds are available to assign, tap the banner displaying “Ready to assign" to bring up Assign mode. If you **don't** have funds left in Ready to Assign, this option won't be available. 3. Tap_Auto-Assign by..._ to bring up your list of options. 4. Tap the Auto-Assign option you'd like to use. 5. Review the assignments that will be made, and tap _Save Assignments_ when you're done. ### Web 1. From the **web app**, click on _Plan_ in the left sidebar (located immediately below the name of your plan). 2. If funds are available to assign, click the _Assign_ button on the green banner displaying "Ready to Assign" at the top of your screen. If you **don't** have funds left in Ready to Assign, this option won't be available. 3. Select the_Auto_ tab (instead of _Manually_) and choose an Auto-Assign option. When you click a selection, an Auto-Assign Preview window will appear to confirm the changes. 4. Click _Assign Money_. [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? 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