Accessing Income v. Expense and/or Web Version on Mobile Devices

Hi, 

I love YNAB, but I've got a couple of complaints. Maybe my ignorance is what is keeping me from satisfying these problems. 

First and most importantly, how do I access the "Income v Expense" that I can find on the web version ON THE MOBILE APPS? 

My wife and I feel that that is so important for us, but we have to get on a computer to access that portion, because the apps just give us the age of our money and net worth. 

That brings me to the second point. You guys seem to have disabled access to the web version on mobile browsers (even on my tablet). That is super annoying, because it would take me to a page that says we should just download the app which HAS EVERY FEATURE. 

But as far as I know, it does not have every feature, including the various report functions like income v expense, and also using + or - when we add transactions (i.e. If I bought two sodas for 0.69 each but I bought them separately, the app won't let me add .69+.69, while the web version does. 

So please educate me. What can I do to access those functions on the supposedly all-functioning mobile apps, or how to I get to the nice web version on my mobile devices? 

Thanks

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  • If you bought the sodas separately, they should be entered as 2 separate transactions, but there is a calculator right in the transaction screen so you can add them if you want....

    Reply Like 1
  • What are you using the income vs. expense report for?  I rarely use it, but there might be ways to get the same info on the app if you can let me know what you are looking for.

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      • Jared
      • rabuf
      • 9 mths ago
      • Reported - view

      satcook Not the OP, but income vs expenses (income statement, really) reports are useful, detailed counterpart to both the net worth report and the spending trends. Your net worth only tells you how your balance is doing over time, but not why it's moving one way or the other. Your spending trends help to describe this situation but only by examining the outflow. But the income statement shows where your money is coming from and where it's going to. Were you doing well in October because you actually did a good job spending less? Or was it because you got an insurance payout or a bonus?

      The spending trends and net worth partially answer the question, but offer no insight into where money came from.

      Reply Like
  • Hi Tomato Deer !

    Thanks for reaching out! There are a handful of features that aren't available in the web app—including access to certain reports, like the Income versus Expense Report. You'll want to head over to the web app to see that information!

    Currently, the web app is optimized for a desktop browser and not the smaller screens of mobile devices. That is a lot of information for a tiny screen! I'm sorry that I don't have better news there.

    That being said, we're always trying to make improvements! Especially as mobile use grows. Would you mind sending over a Feature Request for those suggestions? They go straight to our development team, so they can consider the options and plan for what's Up Next in YNAB!

    When you add a transaction, you are able to do inline calculations. I've included a screenshot below, to show how that works. Once you press 'Enter' then the final amount shows in red (or green, if positive).

    If those are two separate transactions in your bank account, I'd recommend entering them individually. That way, YNAB and your bank match exactly!

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    • Apologies for the giant screenshot! 😂

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      • pling
      • Lavender_Cobra.2
      • 9 mths ago
      • Reported - view

      Nicole at YNAB I don't see the +, - & = buttons on YNAB on Android 8.0.0.  That area of the app is grey, and it's not that there are invisible buttons because when I touch where they should be nothing happens.

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      • Jannelle
      • jannelle_ynabsupport
      • 9 mths ago
      • Reported - view

      pling Hmm, that sounds strange! Have you tried deleting/re-downloading the YNAB app? That might fix it! 

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      • pling
      • Lavender_Cobra.2
      • 9 mths ago
      • Reported - view

      Jannelle just did that, and it makes no difference.  See the screenshot (and sorry for the giant size  of it 🙁 )

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    • Hi pling !

      So sorry for the confusion! I double checked on my husband's Android device and am seeing the same thing when entering a transaction in the Android app.

      Currently, inline calculations are supported in the Budget on Android. You are correct, and it is not when entering a transaction.

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