Is there a way to turn off Geo-Smart payees and account prefill?
I'm finding, more often than not, that geo-location is not a useful feature for me. This is because the majority of my transactions happen in a very small area (the shops around my work and the shops around my house) in a compact European city, so the autofilled payee and account fields are, about 80-90% of the time, incorrect.
Is there an option to disable the auto-selection of payee and account fields? As above, I have to edit these manually anyway most of the time and it is very easy for an incorrect account selection or even payee to slip through. This makes for errors which are really hard to identify and fix.
Hi Dave !
YNAB tries to save you time by filling in the Payee (and the category you chose last time).
When you're entering a transaction, you can choose whether or not to save the location of that payee. Let’s say you’re at home now, and you don’t want to save the location – tap the "x" in the blue globe icon.
And if a payee is associated with the wrong location, tap the payee field to open your payee list. At the top you'll see a "Near You" section. Here you can choose to Forget Location (on iOS, swipe left on the payee).
If you’d rather turn off this feature completely, here are the steps to do that:
– Go to the Settings app on your iOS device.
– Go to Privacy > Location Services.
– Scroll down to YNAB and change to Never.
– On the home screen, press and hold the YNAB icon.
– Drag it onto the App info and drop it.
– Tap "Permissions: Location"
– Toggle the Location setting off.
What if I want to keep the feature on for other payees, but I need to correct one payee? For example, when I'm at home and hit "Add Transaction," it incorrectly brings up a certain payee and even predicts the transaction as a deposit. That needs to stop for the one payee, but I want the location turned on for the other (correct) times I log a transaction.