✦ Free while in early access
Checklist pulls the transactions your budget can't categorize, lets you email whoever knows what they were, and files their reply back to YNAB in one click.
🔒 No card required · works with your existing YNAB budget · read-only until you approve
HOW IT WORKS
STEP 1
Every uncategorized or flagged transaction lands in one tidy inbox — synced automatically.
STEP 2
Select a few, write one question, send. They answer from a link in the email — no account, no app to learn.
STEP 3
Their reply attaches to the right transaction. Pick the category and push it back with a click.
MORE THAN AN INBOX
Learns from similar past transactions and pre-fills a category before you even ask.
Email answers land on the exact transaction — no copy-paste, no lost threads.
Catches likely-miscategorized, duplicate, or low-confidence entries before they slip through.
Nudges for recurring bills and gentle follow-ups when a reply is overdue.
Households and small businesses — ask anyone by email, keep every answer in one place.
Nothing changes in YNAB without your click. Disconnect access anytime.
PRICING
No card, no charge. Paid plans come later — early users get advance notice and a founding discount.
Connect your YNAB budget and clear what's been sitting there for weeks.
Get started free →