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YNAB Annual review

Priced at $148.

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CHOICE Expert Rating

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What is the CHOICE Expert Rating

CHOICE Expert rating

This is the product's overall performance score, based on key tests conducted by our industry experts in the CHOICE labs.

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Good points

The product's best features and benefits

Bad points

Drawbacks or issues you need to know about
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Free version available View more details.

Whether a free version of the app is available. This version will sometimes offer more limited features than the paid version.

No
Free trial period (days) View more details.

Free trial period for the paid version of an app.

34
Exports to CSV
No
Exports to PDF
No
Sync to banks View more details.

Whether you can sync your bank account with the program so that it automatically pulls in data, including income, expenses, and regular bills. This is the easiest approach to accurate budgeting, as the software handles most of the data entry for you. The caveat is that you have to entrust a third-party app with your bank account details. 

No
Can set recurring transactions View more details.

Whether you can manually setup a recurring transaction and automatically enter them into your budget.

Yes
View scheduled transactions View more details.

Where you can create and view, or will be notified of, upcoming recurring transactions that have been generated automatically or that you have created manually.

Yes
Categorise transactions View more details.

Place transactions into categories or tag them as a specific type of transaction to make them easier to find and organise into reports. Fudget does not categorise expenses, but expenses can be entered as category names.

Yes
Generates reports View more details.

Whether the app can gather budget information from a specific period, such as a week, month or year, and present it as a report.

Yes
Displays trends View more details.

Whether the app can gather data from a specific time period, such as a week, month or year, and show your income and spending patterns.

Yes (net worth)
Displays forecast View more details.

Whether the app can gather budget data and use it to predict upcoming income and expenses.

No
Spending graphs or charts View more details.

Whether the app can compile budget data into graphs and charts for easy reference. Pocketbook's graphs and charts are only available via the web version.

No
Set savings goals View more details.

Whether you can use the software to set and track your savings goals.

Yes
Attach images to transactions View more details.

Whether you can attach an image, such as a photo of a receipt or purchased product, to a transaction.

No
Flag transactions for tax View more details.

This allows a transaction to be identified as tax-related, rather than the user having to create a manual note. It helps during categorisation and expense assessment.

No
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