Side-by-side monthly view?
I used YNAB the download version several years ago and my most loved feature was the ability to see several months budgets side-by-side. You can easily see the financial result (overspend, overbudget etc) of very month and can play with the budget numbers to balance them out. Can click on each spend and see the actual transactions.
Now I want to get back to budgeting and tried YNAB in the Cloud, but I cannot find the month side-by-side view. I feel completely lost as I don't get any picture just by looking at one month of budget and spending. Please get back the multiple months view otherwise I am not likely to use YNAB. In fact my trial has ended and I don't want to renew since this is no longer useable to me.
The new, cloud-based YNAB encourages budgeting into future months. One would think that such a methodology change from prior versions of YNAB would make the display of at least two months of budget on the same screen a programming priority.
Apparently the YNAB team does not see things that way. Multi-month view was one of the things most loudly requested early in the roll-out, and it's still not here three years later.
I am also incredibly frustrated by the lack of multiple month view. I've dealt with it out of necessity, because my job forced me to an iPhone and I can't access the classic phone app, since I never had it installed prior to its removal from the app store, so basically I'm screwed.
Personally I can't recommend YNAB any more because of all the functionality that was removed compared to YNAB4. On top of that, there have been multiple philosophy changes, which have led to weird "features" which I consider to be bugs. Then they also removed income for this/next month.
Unfortunately in all my searching, I haven't found anything closer to YNAB4 with a mobile app than web YNAB, so I grit my teeth and hate myself for paying the subscription rental every year.
If you haven't changed mobile platforms, you could simply continue using YNAB4. I know there are several people who are still using it.
Hi Hot Pink Filly !
There isn't a multi month view available in the current version of YNAB, but thank you for letting us know you were looking for it!
Budgeting only with the dollars you have on hand is at the core of the YNAB Method. That single month view keeps your budget and decisions focused on the here & now, but you do have the option of switching between months—past or future. Click the arrow on either side of the current month to do that. We talk more about this in our Think Long, Act Now guide!
When you have a moment, would you mind submitting a Feature Request? That form goes directly to our product team, so you can let them know what you’d like to see going forward.
I have used YNAB classic for years. My wifes app stopped working on her phone so we are trying to use the online version. The side by side monthly view was a great tool for us. It allowed to look at months of spending and see the big long term picture. Where the problems are, where the wins are, etc. the loss of this feature (besides all of the other downgrades in functionality) is aggravating. I used to love recommending this product to the young people who work for me.
Just adding my vote to this -- thought I do grasp that it's unlikely to ever happen.
I miss the multi-month view like crazy. Not having it feels like having blinders on, instead of clarity, for my finances. It takes away so many important elements of the ways I used the software that it's hard to even describe them all.
Household budgeting and accounting is painful again. Painful the way it was pre-original YNAB, which is to say, a lot.
I'm constantly paging back and forth (and back and forth and back and forth and back and forth) to make adjustments when it all used to be on one, simple, easy to use screen. Most of the time I end up resorting to printing copies of the different months to lay out on the table, and play with with pencil and eraser till I have my decisions set... then come back and enter the changes all at once, one month at a time.
I stayed with YNAB4 till keeping my Mac on an old OS in order to keep YNAB4 just wasn't possible anymore. I'm here, but this version is insanely frustrating to those of use who think about our money in quarterly or annual cycles rather than little monthly snippets -- and honestly, much as I want to love YNAB forever, being here now is just a place-holder till either something with multi-month hits the market, or I give up and just go old-school to spreadsheeting.
Please, YNAB people. I know you probably think we're all just laggards resisting the New and Wonderful Change -- and that given time, we'll either adapt or go away -- but, maybe listen to us a little? We've been users of the software for a long, long, time... maybe we do know something about the ways it can work smoothly for us?
And multi-month view? Really, really worked.
I miss the multi-month view like crazy. Not having it feels like having blinders on, instead of clarity, for my finances.
Agreed: Blinders, discouraging you from budgeting ahead. I still use YNAB4 on my Mac with Catalina.
My response to YNAB as well-
I am a old time user of YNAB4. I recently tried your new web based version and have to say you fell short. You need to bring back the multi month view for sure. I budget 3-4 months ahead and it is a severe pain in my a** to have to toggle back to see what I need to put where. The old version was 7 months in front of me and I could see where to put what in the future. This may just be the deal breaker for me as I see people have been complaining about this for 2-3 years now and you haven't changed a thing. Its not just about you and what you want it is also about the user who pays your rent every month! Keep that in mind when you decide not to ever adapt to what your customer wants. I hope you change your mind and bring back a simple view for the months.
Another vote for side by side monthly views. Seeing the prior month, current month and next month really helped me see, with a glance, what progress I was making chipping away at debt or collecting money. Also, I never had the issue of filling the budget for the wrong month - something I often do now since I have to scroll back and forth and sometimes forget which month I am on. Please heed this feature request, YNAB.