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.

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  • 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.

    Like 8
    • TheTabby
    • Just a common cat trying to budget uncommonly well.
    • TheTabby
    • 1 yr ago
    • 3
    • Reported - view

    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. 

    Like 3
    • TheTabby  I just decided to try the trial web version after still using my purchased version of YNAB 4 all these years.  Its been a great program for me but they recently announced that it will not open once I upgrade to the latest Mac OS.  Arggg!  I'm willing to pay monthly if it gives me the same great functionality I've had with YNAB 4.  However the first thing I noticed is that I can only see one month of budgeting at a time.  I am SOOOOO disappointed to see that this feature has changed.  I think it may be a deal breaker for me and I'll have to look elsewhere.  Or maybe keep an old laptop for budgeting that I never upgrade the OS on!

      Like 1
      • dakinemaui
      • dakinemaui
      • 8 mths ago
      • 2
      • Reported - view

      Green Violin You can open two browser windows if you like. You have to manually refresh (hit F5) to see changes in the "other" window.

      Be aware that refresh also nukes the Undo information.

      It's far from a perfect workaround, but it may be useful for some.

      Like 2
  • 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.

    Like
    • Nicole thanks for this.

      Following the Method, I was the happy guy from the YNAB Method picture Life With Rule Four because I saw multiple months (like he does in the picture).

      Now, when the guy in the yellow shirt sees only one month at a time he is anxious and frantic. Exactly like in your picture Life Without Rule Four :)

      Like 12
      • JoeDid
      • Remember: It is To Laugh
      • Purple_rain
      • 1 yr ago
      • 7
      • Reported - view

      Hot Pink Filly The word "ironic" comes to mind.

      Like 7
      • Patzer
      • Retired at age 60. Thank you, YNAB!
      • Patzer
      • 1 yr ago
      • 8
      • Reported - view

      Hot Pink Filly What you're missing is that the YNAB Method changed with the rollout of the web version.  Funding October with September's income is no longer part of the YNAB Method.  It has been replaced with "budget every time you get paid" and "Age Your Money."  IMO, this is a change for the worse; but it does seem to work for a lot of people.

      Like 8
  • This is so frustrating.  I live on a fund October with September's money philosophy.  This is just smart money sense.  Why would they change this?

    Like 5
      • Superbone
      • YNAB convert since 2008
      • Superbone
      • 8 mths ago
      • Reported - view

      Green Violin You can still accomplish this but it takes a workaround.

      Like
      • dakinemaui
      • dakinemaui
      • 8 mths ago
      • 1
      • Reported - view
      Green Violin said:
      Why would they change this?

      My guess is there were no developers who were following Classic Rule 4 around any longer. Corporate knowledge of the entire point of the rule -- break the paycheck-to-paycheck cycle -- has been lost. Without that understanding/experience, they were easily swayed by potential users who have no clue about the advantages and tailored the design accordingly.

      So now the recommended practice is budget piecemeal as each paycheck arrives. This is easy understood by the target market and therefore lowers the barrier to entry.

      Like 1
      • J Bill
      • JBill
      • 8 mths ago
      • 2
      • Reported - view

      dakinemaui 

      I must be missing something. I budget successfully into next month. When I have fully funded all of my categories for this month I budget leftover money into next month, like my mortgage or electric bill. I don’t seem to have encountered any problems or issues doing this. I can budget and break the paycheck to paycheck cycle with the new YNAB. What am I missing?

      Like 2
      • dakinemaui
      • dakinemaui
      • 8 mths ago
      • 6
      • Reported - view

      J Bill Greater efficiency, clarity, and convenience.

      The ability to budget on a cycle aligned with expenses rather than with multiple income arrival times. The ability to budget the entire month with a couple clicks. Also not having your plan scattered across multiple screens and not having to wonder if next month's TBB has gone negative from an errant budget entry this month.

      Like 6
      • nolesrule
      • YNAB4 Evangelist
      • nolesrule
      • 8 mths ago
      • 1
      • Reported - view

      dakinemaui 

      dakinemaui said:
      My guess is there were no developers who were following Classic Rule 4 around any longer.

       I don't think developers set the requirements. I think this goes higher up the chain.

      Like 1
      • J Bill
      • JBill
      • 8 mths ago
      • Reported - view

      dakinemaui 

      I think you and I are in agreement that you can still budget into the future and follow classic rule 4, live off last months pay. Maybe not? It seems like there is some specific view that you use that I don’t. I can easily fully find this month and assign all pay from October into my November budget. I’m doing this right now. My October is fully funded and my next two paychecks (I am paid weekly) go into my November budget. In another few months I will be at least a full month ahead. I have not encountered any problems or challenges. It just works. You all have me nervous that I’m missing something or that I will run into a serious problem. I don’t see how that is possible and it seems like YNAB still allows you to break the paycheck to paycheck cycle. What am I not understanding? I can easily see this month and next just by flipping between them. 

      Like
      • dakinemaui
      • dakinemaui
      • 8 mths ago
      • 4
      • Reported - view

      J Bill Yes, one can workaround the way nYNAB is designed in order to achieve Classic Rule 4. It's just sad that the emphasis on that optimized workflow is lost.

      It is short sighted for YNAB to solely prioritize the debt-adding, paycheck to paycheck user in their design. I would hope such users quickly improve their situation after starting to use the top and would benefit from a better workflow.

      Like 4
    • dakinemaui  sounds quite plausible

      Like
  • 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. 

    Like 2
    • Hi Khaki Commander !

      Thank you for giving the web version of YNAB a try! There are a number of differences between the web version and YNAB 4 and we know it can take some adjusting. Would you mind submitting a Feature Request for anything you'd like to see brought to YNAB? 

      I know it's been mentioned above, but you can use multiple browsers tabs or windows to see multiple months at a time.

      If you have any questions, or if there's anything we can help with, please don't hesitate to let us know! :)

      Like
  • 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.

    Like 2
    • Waystone Glad top see I am not the only one who misses how functional YNAB4 was.  

      This new version and their "new" approach and philosophy seems to be based on doing the least amount of coding possible so they can put out a basic online version.

      I used to refer this product to my younger employees.  I can see why so few of them took to this program.  And when you ask for features to be added back they just simply say that you are resisting the better change.  

      Hilarious.  I used to feel in control of my finances, only spend limited amounts of time entering in information, limited amounts of time reviewing the monthly results with my wife and now we have the "better" program that wastes my time and doesnt produce easy access to useful information.   Great change.  

      Like 2
    • dakinemaui 

      “There's a patch to run YNAB4 on the latest MacOS (Catalina”


      Really? That’s wonderful news. I’ll be trying it. Though I’m not confident I can find my original license key... it’s been a long time.

      Like
      • dakinemaui
      • dakinemaui
      • 5 mths ago
      • 1
      • Reported - view

      Green Violin Look up your original license here:

      https://www.youneedabudget.com/ynab-classic-help/

      Cheers!

      Like 1
      • Waystone
      • waystone
      • 1 mth ago
      • 1
      • Reported - view

      Good Intentions  -- honestly? It looked to me like it was an attempt to directly compete for the growing user base for Dave Ramsey's EveryDollar. It took YNAB's quite different system and mature software, and stripped it down to being nearly identical in function and appearance.

      Just a guess, of course. I don't have any connections at all to anything to do with the actual development or business model choices.

      But, the resemblance is really striking.

      EveryDollar is free, though -- if that's what I wanted, I'd just, well, use that. I was a YNAB user because I loved the way it approached things, not because I wanted an EveryDollar look-alike.

      Like 1
    • Waystone Yeah I get that they don't want it to look like something a bit scary that an accountant might use. But I am sure there is a middle way.  The multiple view was optional after all.

      Like 1
      • PhysicsGal
      • Nerdy female homo sapien
      • physicsgal
      • 1 mth ago
      • 1
      • Reported - view

      dakinemaui Wow, cool, thanks for the link!  Apparently there are discounts for those who old the older YNABs?  I sent an email to the help to find out if I can qualify.  I was using YNAB3 back in the day and I just downloaded it again to check it out, so far it opens and runs fine on my Mac, but I haven't done much.  What a blast from the past!  And I can still download my old app. 

      I'm trying to remember how I used to do the syncing with dropbox...I'll probably still use nYNAB but it sure annoyed me when I came back and found out they went to the subscription model and it now costs way more per year than I paid for my stand alone software in 2011.

      Like 1
  • Waystone said:
    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.

    Like 3
  • 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.

    Like 1
    • Cyan Wizard 

      My suspicion is they are actually catering to the customer because most people today are living paycheck to paycheck and consider the credit card as one of the expenses as opposed to using it like a debit card. I’m afraid the people like the blinders because they don’t have to think about how todays spending will affect them in 3-4 months.

      Like 1
  • The side bars are a massive waste of space too.  The left one could easily be a popout.  The font size of the figures on the right is ludicrous! Half of that info could be in the reports instead, and the rest on the top bar.

    Like
    • Good Intentions Would you mind submitting those design ideas through our Feature Request form? We have a change or two in the works that I think your input would be great for. ;)

      Like
    • Faness I've already submitted a request that asks for the multiple month view to be reinstated.  Matthew replied and I suggested he look at this thread and maybe contact some of the people on it who are familiar with the old version YNAB4, which I have seen in screenshot, but never used. 

      I've also just sent an email in to [email protected] FAO you and Matthew, with a diagram! 😆

      Although please also proactively submit feature request Cyan Wizard Patzer  JoeDid  Waystone  TheTabby  Hot Pink Filly  dakinemaui  Green Violin  Khaki Commander

      Like 1
      • TheTabby
      • Just a common cat trying to budget uncommonly well.
      • TheTabby
      • 2 wk ago
      • 1
      • Reported - view

      Good Intentions I long ago gave up on anybody reading feature requests asking for them to bring nYNAB up to parity with YNAB 4.  In fact, I have yet to see them release a single noticeable feature since the initial release.

      They've done some word re-arrangement with goals, but that's it, and honestly I don't know what they thought they were "adding".  Anyway, I will put in such a request for multi-month view, but I'm doing it because you requested it, not because I think my request is going anywhere beyond directly into their SPAM folder.

      Like 1
      • TheTabby
      • Just a common cat trying to budget uncommonly well.
      • TheTabby
      • 2 wk ago
      • 1
      • Reported - view

      I lied, they’ve finally managed to bring back a running balance column earlier this year. Not sure why it took so long, but yeah, they did fix one thing. 

      Like 1
      • Waystone
      • waystone
      • 2 wk ago
      • Reported - view

      TheTabby -- well, that's something, anyway. :D 

      Honestly, while I do try -- it's hard for me to be objective about YNAB, anymore. I want to respect their choices as a business, but the fact that their decision means I went from having a smooth, efficient workflow for our finances where YNAB was a trusted tool, to stumbling along in a home-grown Excel spreadsheet, is incredibly frustrating. 

      Even more frustrating is that even as stumbling as it is, that spreadsheet is a better fit than the 'new' YNAB. 

      So strange, the way something so good -- mature, feature rich, sophisticated -- was gutted to create something so... not.

      Like
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