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
      • 1 yr ago
      • Reported - view

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

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      • dalewking
      • dalewking
      • 1 yr 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
      • 1 yr 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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  • CAN THIS PLEASE BE CREATED

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    • Hi Silver Trumpet ! Give the "Underfunded" Quick Budget option a try. It will do what you're looking for! The option is designed to budget enough towards your categories to cover underfunded goals or upcoming transactions.

      If no categories are selected, Underfunded will only fill in empty Budgeted cells. That's to avoid overwriting your whole budget with one click if you weren't intending to do so.

      If you select two or more categories, that action will apply to all of them, budgeting the full Underfunded amount. Let me know if you have any questions!

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  • I find an easy approach to obtain a desired Available amount is to zero the category Available (quick-budget) then add the desired total to the resulting budget entry (built-in calculator). Obviously not a substitute for a different Goal type, but it may be useful for some.

    If you really are at the point of just maintaining a target balance, Quick Budget / Spent Last Month would top it off again.

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  • Not sure why Support doesn't get it, but this is absolutely a need that isn't currently being filled.  There is a quick budget link to set an available amount to zero but not one to set available amount to fully funded.  Example, I have an annual charity expense that I have set a target category balance goal for, and YNAB correctly tells me each month what I need to budget to get there.  It even tells me how much % I am completed, and even is so nice as to tell me how much dollars I have "TO GO" to fully fund it.  Sometimes I get extra income and want to use that to fully fund certain expenses, right now I have to manually do it for this budget item.  What would be useful is to have an option under quick budget to immediately fully fund the goal - not only turning it green but also completing the 100% circle.  In OPs screenshot_2 the blue circle around the $153.21 - make that clickable or add a row under quick budget to fully fund.

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    • Hi Cornflower Blue Python !

      Would you mind submitting a Feature Request for that option? Currently, goals are divided into monthly amounts so there isn't an option to fully fund a goal all at once. :)

      Like 1
    • Faness Done

      Like 1
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