Create a button for target balance

It seems like there should be a button to enter the difference between what is currently budgeted and what the target category balance is. If I have a monthly target balance and have not set aside enough money to meet that target, I have to manually enter in the exact amount to meet that target. If I set a "monthly funding goal," however, under "Quick Budget" there is a box, "Goal Target" that I just click and it automatically enters the budgeted amount (screenshot 1, red circle). Am I missing a feature? It seems like if I enter a Target Category Balance (screenshot 2) either the "To Go" at the bottom right of the "Goals" section  should be clickable (screenshot 2, blue circle) or the "Goal Target" option should remain but be listed as "Missing Target Balance" or "To Go Target Balance" (screenshot 2, red circle).

 

Thank you.

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  • Hi DocDax !

    The "Underfunded" Quick Budget option should do exactly what you're looking for in your budget! The "Underfunded" option is designed to budget enough towards your categories to bring them to the necessary amount to rid your budget of any yellow (for underfunded goals or upcoming transactions). :)

    Give that a try and let us know if you still have questions!

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  • Sorry Faness  but that doesn't work. If you select just the single category with a target balance there is no Underfunded Quick budget option (which you can see in the screenshot that was posted). If I select more than one such category, there is an Underfunded quick budget button, but the amount is $0.

    This is important because I think you actually want to get to the point where most of your categories are just maintaining a certain balance in a category rather than focussing on how much to put in.

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    • dalewking No need to apologize! That Underfunded option should appear when no categories are selected (which means the option would apply to all of them) or when multiple categories are selected. We talk about it in the Quick Budget article, but the Underfunded option should:

      Budget enough to cover overspending, upcoming transactions, and meet goal targets. In other words, it turns orange and red categories to a healthy gray or green.

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      • dalewking
      • dalewking
      • 9 days ago
      • Reported - view

      Faness And that button does not do diddly-squat to categories with target balance goals

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      • dalewking
      • dalewking
      • 9 days ago
      • Reported - view

      Fanness To be clear, Underfunded will do what you said for Monthly funding goals and Target Balance by Date goals, but does not touch Target Balance goals. I would argue that probably is the correct behavior because that would probably make the underfunded button useless for most people as it you keep trying to fully fund up to the target balance and most people are trying to build up to that target balance. It would probably be more appropriate to have a separate action to fund selected categories up to their target balance (that would work for Target Balance and Target Balance by Date goals).

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      • dalewking
      • dalewking
      • 9 days ago
      • Reported - view

      Faness Also would like to point out that this whole discussion is ultimately pointing out the lack of this requested missing feature which I have been advocating for for many years back to the old YNAB forums. That feature is a combination of Monthly Funding Goal and Target Balance and says I wan't to put $X per month until the balance reaches $Y.

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  • That would be nice. I was using the underfunded button, but it went away on some categories and I don't know why.  I like you button idea. 

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  • I suggested a way to write our feature requests in a more standard form. It's not required at all, just a suggestion. I think you have almost the info I suggested. Here's the post https://support.youneedabudget.com/t/q5wa5s

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