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Re: Combine and Rename Payees is misbehaving @Superbone Thanks for the detailed steps! Was the pending transaction in the section, or your register? There's a new layer to consider. There are improvements Payee Management I'd love to see as…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 10 mths ago
- Using YNAB
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Re: Coming Soon: Pending Transactions Our team has released two brand new HelpDocs for more detail on how Pending Transactions work: Pending Transactions (in the web app) Pending Transactions on Mobile If you have questions,…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 10 mths ago
- Announcements
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Re: Coming Soon: Pending Transactions There is a second piece I wanted to add. On web/iOS, you can choose Enter Now which is another way to move it from the Pending section to the account register.…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 10 mths ago
- Announcements
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Re: "Pending Transactions" import feature breaking my budget @dakinemaui Apologies! Missed this one. If that first match (entered + pending) isn't approved, and sits until the posted version comes in—it "replaces" the pending,…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 10 mths ago
- 1
- Using YNAB
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Re: "Pending Transactions" import feature breaking my budget @Annieland My husband and I treat it as a game, to enter as many transactions as possible for Geo Payees on mobile. Gotta enter ( catch ) them all! No habit change yet... but I'm watching.
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 10 mths ago
- Using YNAB
- Reported - view
Re: "Pending Transactions" import feature breaking my budget @Annieland Sorry about that! You can always send us a message from your budget or via email instead. Our Support team will follow up and request any extra details that are needed for troubleshooting…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 10 mths ago
- 1
- Using YNAB
- Reported - view
Re: Coming Soon: Pending Transactions @Aquamarine Rhythm Thanks for your feedback here! It sounds like you enter transactions yourself. Let me know if I have that wrong. By not matching, can you elaborate what you'd like to see there?…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 10 mths ago
- Announcements
- Reported - view
Re: Coming Soon: Pending Transactions @Duncan Riach The notification dot next to accounts in the web app that have transactions to import (or approve/categorize). That part hasn't changed! Pending transactions are included in that,…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 10 mths ago
- Announcements
- Reported - view
Re: "Pending Transactions" import feature breaking my budget @Annieland If you've already unmatched and resolved this in your budget, there is no need to submit a Bug Report . To save you some time! I did mention the behavior to our Bugs team,…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 10 mths ago
- Using YNAB
- Reported - view
Re: "Pending Transactions" import feature breaking my budget @dakinemaui I specifically asked the team about this one. It's not quite that simple, apparently and there is a technical limitation. Specifics on that aren't details I have (or expect) to share.…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 10 mths ago
- Using YNAB
- Reported - view
Re: "Pending Transactions" import feature breaking my budget Quick thread update! No matter what, it's important that our Product team hear your thoughts on this new feature. You can let them know here . There is a technical limitation to Pending Transactions…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 10 mths ago
- 1
- Using YNAB
- Reported - view
Re: Coming Soon: Pending Transactions @casner Glad to hear it! Not every bank makes pending transactions available, so it's possible they won't for the credit union but our importing team can double check to know for sure.
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 10 mths ago
- Announcements
- Reported - view
Re: Coming Soon: Pending Transactions @Herman Unfortunately, no. Some banks offer pending transactions and others do not. Like connections, it can change and a list would get outdated quickly.…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 10 mths ago
- Announcements
- Reported - view
Re: Coming Soon: Pending Transactions @Green Orca When the cleared/posted version imports, the pending version should disappear. It sounds like the bank integration needs an adjustment! Can you reach out here when you have a moment?…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 10 mths ago
- Announcements
- Reported - view
Re: "Pending Transactions" import feature breaking my budget @Periwinkle Flute Are you using iOS or Android? When you log in, it can take a few minutes for new transactions to pop up. Next time, try to tap Accounts, then the blue import banner.…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 10 mths ago
- Using YNAB
- Reported - view
Re: "Pending Transactions" import feature breaking my budget @Annieland Yes, when you modify a pending transaction it will move to the register. The category shown is based on your auto-categorization rules which updates to the most recently used.…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 10 mths ago
- 1
- Using YNAB
- Reported - view
Re: "Pending Transactions" import feature breaking my budget Hey folks! I removed two posts that go against our Community Guidelines and followed up via private message. We here in the Forum (and the YNAB team in general) appreciate your passion to make YNAB…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 10 mths ago
- 1
- Using YNAB
- Reported - view
Re: Question: Delete Category: New Update To close the loop, the change was reversed in yesterday's release !
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 10 mths ago
- 2
- Using YNAB
- Reported - view
Re: Apple Silicon Hey @berksgr ! Thanks for asking about Apple Silicon. Sorry for the delay! We reached out to our development team for additional details. The short version is,…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 10 mths ago
- 1
- API & Integrations
- Reported - view
Re: Question: Delete Category: New Update @RIP_MSMoney Soon! Update below . Do you use the mobile app? You can delete there, tap & pull down to force a sync, and then refresh your budget on web to see the change.
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 11 mths ago
- Using YNAB
- Reported - view
Re: Question: Delete Category: New Update Hey folks! We really appreciate the feedback you've sent over about the deleting categories update. The added friction (and time) to certain workflows wasn't ideal.…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 11 mths ago
- 9
- Using YNAB
- Reported - view
Re: Question: Delete Category: New Update @dakinemaui Thanks for clarifying! I use the renaming option myself for the Wish Farm. The category name changes per wish, but the Budgeted column gives insight on what happened.…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 11 mths ago
- Using YNAB
- Reported - view
Re: Question: Delete Category: New Update @dakinemaui In this scenario, do you delete the New Blinds 2019 category? Or hide it?
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 11 mths ago
- Using YNAB
- Reported - view
Re: Question: Delete Category: New Update @dakinemaui The most direct routes (email, chat or the Feature Request form) ensure we can record it, and reply directly. Our social channels are monitored.…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 11 mths ago
- Using YNAB
- Reported - view
Re: Delete and combine categories creates big problems @RIP_MSMoney @jenmas The Wish Farm concept has evolved over time and this change has sparked great discussion. Renaming the Wish Farm categories is the current recommendation!…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 11 mths ago
- Using YNAB
- Reported - view

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