Can't figure out how to upgrade

I have YNAB 4 on my Mac. It is version 4.3.353. I see no option to upgrade/update from the File menu, nor is a newer version available for download from the Apple App Store. Can someone advise on how I can begin using the new version without having to rebuild everything from scratch? Thanks.

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    • MsTJ
    • YNAB has given me back my future
    • Believer_in_YNAb
    • 2 yrs ago
    • Reported - view

    Sorry, wish I could help you.  To the best of my knowledge there is no option to update without rebuilding everything.  Some people have attempted to migrate data but it does not migrate well.  I had to rebuild everything.  The new YNAB handles so many things differently I don't see how migrating could work well.  Is a fresh start that bad?  It wasn't for me.

    For me, it was worth rebuilding.

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    • JoeDid
    • Remember: It is To Laugh
    • Purple_rain
    • 2 yrs ago
    • 1
    • Reported - view

    Are you talking about upgrading YNAB4 to the latest sub-version, (4.3.855) or migrating to the new YNAB, which is a web-based subscription? If the former:

    https://classic.youneedabudget.com/download/ynab4

    if the latter, use the Migrate to the new YNAB option on the File menu. I migrated with only a few problems, mostly relating to scheduled transactions.

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  • I don't get a "Migrate..." option in my app, so I'm thinking I'm too far behind to upgrade to even the legacy version at this point. The software was never particularly intuitive and with the subscription version at a steep $84 a year I'm going to look around for alternatives. Thanks for the replies!

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      • JoeDid
      • Remember: It is To Laugh
      • Purple_rain
      • 2 yrs ago
      • 1
      • Reported - view

      Orange Harp Since you're contemplating another app altogether, I would try it anyway; the link will get you the .3.855 version, and if you have a backup of your current app and data files, you might try it out.

      Like 1
    • JoeDid Thanks again. I did manage to download the newer "classic" version but since I can't retrieve my activation key, I'm in "trial mode" — and I can't tell what that's going to cost when the trial ends, or if I'll be promoted to move to the web version. I wish YNAB had a clearer update/upgrade path. This is not a great user or customer experience.

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      • nolesrule
      • YNAB4 Evangelist
      • nolesrule
      • 2 yrs ago
      • Reported - view

      Orange Harp Why can't you retrieve your activation key? Contact support and I'm sure they will help you out in getting the key. Or you can start with this page and check out the link to the Mac App Store FAQ

       

      https://classic.youneedabudget.com/support/order-lookup

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    • nolesrule Tried that. The form is poorly designed in that it will not accept my PayPal email address (and requires the first field be filled in). 

       

      Anyway, let's say I get this sorted out and am a happy camper in terms of being able to use some form of YNAB. What I am stumped about is, how exactly does one do a "fresh start" when there are carryover balances from the previous year? For example, I'm starting 2018 with balances to pay on my credit cards, and a chunk of money in my checking account. Nothing is starting at zero. But I can't figure out how to categorize those balances available/to pay because YNAB seems to think they are putting me "over budget". What am I missing? Is there a tutorial on how one starts a budget for a new year when there is carryover activity and money?

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      • nolesrule
      • YNAB4 Evangelist
      • nolesrule
      • 2 yrs ago
      • Reported - view

      Orange Harp Just fill in all the email fields with the same email address and see what happens. It might work. If not, contact customer support.

      As for the other issue, are you asking about YNAB4 or online YNAB? Because credit card management is very different between those applications.

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  • Thanks again! I've looked at online YNAB and it is indeed very different from 4, but it looks a lot better. I will bite the bullet and give it a shot. Thanks again for all the help!

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    • Hi Orange Harp !

      I'm happy you have a thread full of people leading you down the right path! :)

      Once you updated your YNAB 4 version you should've then seen the option to migrate to the new YNAB. That allows you to bring over your budget if you don't want to start from scratch.

      If you do want to try a Fresh Start, the key is to start today. YNAB will ask you for your account balances (so you can enter the amounts owed on your credit cards) and it'll take into account the lump sum of money you currently have. Starting today, you can set Goals (a new feature) to help pay those card balances off over time and you can give every dollar you have now a job - whether it's paying off debt, paying bills or saving.

      If you have the time, I recommend signing up for our Get Started & Prioritize workshop. It'll give you a quick overview of how to use the new YNAB! :)

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  • 2 yrs agoLast active
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