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Re: Pending transactions/ real time import @Superbone I'm glad you're (mostly) enjoying the feature in beta. I wanted to chime in on this specific question, because this is easily one of the most complex decisions around pending transactions,…
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 1 mth ago
- Accounts & Transactions
- Reported - view
Re: Do I Really NAB? This isn't super different than what others have said, but: Some people need a budget to change the trajectory of their financial lives. Your trajectory sounds just fine @Silver Piranha ;) So no,…
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 2 mths ago
- 3
- Getting Started
- Reported - view
Re: Upcoming Changes to Direct Import @Forest Green Stallion As it relates to import, I'm trying to be as transparent as possible about what the snags are we've hit over the years and what's on the table right now.…
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 3 mths ago
- 1
- Announcements
- Reported - view
Re: Upcoming Changes to Direct Import @Orchid Pilot So glad to hear it. We know it won't be universally so smooth. But it's all about forward progress, and I'm happy your experience was a good one.
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 3 mths ago
- 1
- Announcements
- Reported - view
Re: Upcoming Changes to Direct Import @Superbone Glad to hear they are helpful for you. You actually have the old beta that only made them visible. We never shipped it because it fell short in a couple of ways,…
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 3 mths ago
- 6
- Announcements
- Reported - view
Re: Upcoming Changes to Direct Import @dakinemaui I'm going to leave aside the future-dated issue, because I want to keep this thread focused on import. I'll just say "point taken". When it comes to pending transactions.…
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 3 mths ago
- 3
- Announcements
- Reported - view
Re: Upcoming Changes to Direct Import @Herman If you're not concerned about speed, maybe it was a mistake for me to frame it that way, because I feel like we're on the same page. Bottom line,…
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 3 mths ago
- Announcements
- Reported - view
Re: Upcoming Changes to Direct Import @dakinemaui What a phenomenal question, thank you. So, at the core of YNAB, and the core of many people hire YNAB to do, is to take total control of your money .…
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 3 mths ago
- 1
- Announcements
- Reported - view
Re: Upcoming Changes to Direct Import @Herman I appreciate it. This, for me, is all about availability of transactions , which I'd like to see get better across the board. That's also also why I'm high on making pending transactions…
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 3 mths ago
- 2
- Announcements
- Reported - view
Re: Upcoming Changes to Direct Import @Forest Green Stallion So are we getting direct import in EU or not? I’m sure it’s not a satisfying answer, but all I can offer you is a genuine one: we don’t know.…
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 3 mths ago
- 3
- Announcements
- Reported - view
Re: Upcoming Changes to Direct Import Hey @Herman thanks for chiming in. I wanted to add something to this timing question you raise. Different financial institutions have different rhythms, different schedules.…
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 3 mths ago
- Announcements
- Reported - view
Re: Upcoming Changes to Direct Import @Neil As @Faness said, good idea to reconcile. I want to be transparent that there is some possibility of duplication, but the team has spent a lot of time on that particular issue in prepping for…
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 3 mths ago
- Announcements
- Reported - view
Re: Upcoming Changes to Direct Import I wanted to offer a follow-up to Faness’ post with a few more thoughts on Direct Import that aren't quite as immediate. I’m going to try and divide this into three parts.…
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 3 mths ago
- 7
- Announcements
- Reported - view
Re: A few thoughts on colors and options @Forest Green Lightning et all: I haven't wanted to turn this thread into a discussion of multiple different features ... but templating (for lack of a better word) is another interesting example of…
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 1 yr ago
- App Functions
- Reported - view
Re: A few thoughts on colors and options No problem, @Ivory Sander , thanks for taking the time to read!
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 1 yr ago
- App Functions
- Reported - view
Re: A few thoughts on colors and options @Patzer You've got a lot there; I'm going to focus on just your first paragraph or two. Or really, just this phrase: deliberately deferring income I've used this phrase myself,…
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 1 yr ago
- 1
- App Functions
- Reported - view
A few thoughts on colors and options
I wanted to drop in and offer a few thoughts on the recent changes with pill colors and, probably more to the point, on options and customizations in YNAB. I’ve been a YNAB user since 2009.…
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 1 yr ago
- 16 replies
- 465
- 6
- App Functions
Re: Update: Change in Pill Colors @Slate Blue Sander I'm going to share a few thoughts later this week (or early next) on that question of options (along with the mistakes we made on this release).…
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 1 yr ago
- 3
- Announcements
- Reported - view
Re: Scanning/Adding Receipts: Why? Thanks @Ducky for responding!
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 2 yrs ago
- App Functions
- Reported - view
Re: Scanning/Adding Receipts: Why? @amp97 Thanks for chiming in. Do places like BB&B typically accept a digital version of a receipt, in your experience?
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 2 yrs ago
- App Functions
- Reported - view
Re: Scanning/Adding Receipts: Why? @WordTenor 1000% on your second point. 😉 Machine reading is an interesting field.
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 2 yrs ago
- 1
- App Functions
- Reported - view
Re: Scanning/Adding Receipts: Why? @WordTenor You can certainly offer one—I just want to be clear that a debate isn't what would be most helpful to the original poster. 😊 Because I can think of 1,…
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 2 yrs ago
- 4
- App Functions
- Reported - view
Re: Scanning/Adding Receipts: Why? @Kamirose Thanks for that bit about cash—are there any other examples of "self-auditing" beyond cash?
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 2 yrs ago
- App Functions
- Reported - view
Re: Scanning/Adding Receipts: Why? @Steel Blue Admiral (b53ea79d2e09) said: If everyone used YNAB and everyone scanned receipts (even just for bigger stuff) it would make my life SO MUCH easier! And theirs as well!…
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 2 yrs ago
- App Functions
- Reported - view
Scanning/Adding Receipts: Why?
Hey YNAB Forum-ers (okay, that needs work...)! A pretty common request that comes through the feedback & feature request channels is the ability to be able to scan/attach a picture of a receipt to a…
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 2 yrs ago
- 242 replies
- 12,324
- 37
- App Functions

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