YNAB allows users to have multiple budget files. That feature is fabulous — it means you can have a personal budget file and a budget for each side gig. Or your teenagers can have their own budgets. Or couples can share expenses but also maintain separate budgets.
Whatever floats your boat….
I’m constantly changing back and forth between my household budget and my business budget files. But switching between files requires an unnecessary extra step which is, frankly, annoying.
The Toolkit for YNAB does a great job of eliminating this extra step with the Budget Quick Switch setting.
As you can see in the screenshots provided, once you turn on this setting in the Toolkit, a single click on the dropdown arrow results in a full list of all available budget file names. From this list, click on the name of the desired file and, boom!, you’re in business! Quick as a bunny, you’re working in a new file.