Need History of ALL budget moves and assignments
Once again, a mistake was made (or a YNAB Bug) where my TBB is clearly not correct. It is absolutely inconceivable that there is not a mechanism in place to figure out why. I can't stand the fact that money can be moved between categories with no history of this happening.
This is not the first time and I'm sure it won't be the last. We have multiple users on multiple devices. Nothing is more frustrating than not having a log of what has happened to my money. Maybe its a bug? Maybe I did it? Maybe my wife did it? Who the hell knows.
My time is going to go into finding another app than continually dealing with this situation. The app allows for easy mistakes, I could forgive that if the mistakes could be traced.
Feel free to blame me for making a mistake. I'll admit to making mistakes. Sometimes it takes days to realize it. What I do is blame YNAB for not having a way to figure out the mistake with a log of all money moves.
Yes, I am turning into a YNAB hater and have stopped recommending it because I don't want to support other users when I can't even support myself. The info is just not there to make an informed correction.
I have seen this proposed in other discussions; having user access control would be great for many reasons. You can have different users (with their own login) get read-only access to the budget so they can see it (kids, for example) and leave admin rights to one person (or 2). Or something of this sort.
A recent log of changes would be nice too. The previous X amount of actions and which user did the action.
Hi glynab !
Sorry for the inconvenience but thank you for the feedback! By chance, have you entered a Feature Request for a log feature? That form goes directly to our development team to let them know what you'd like to see going forward.
Currently, if you catch the change before logging out or refreshing, you can use the Undo button in the web app, but I know that doesn't help when you realize the change later down the road. In the meantime, we're more than happy to help you troubleshoot anything that doesn't seem right.
You can post details or screenshots here, or write in to support, and we''ll help get things ironed out! :)
Well what I noticed is that if you use an iPhone sometimes my to be budgeted amount at the top isn’t correct and if you keep adjusting further you could wind up in trouble. To double check myself I always log onto my computer before I make any major changes besides entering in transactions into the respective categories.
Ive had to get tech support on the line before and they confirmed its a bug. I had to delete the app then reinstall to get it to work again. By the way customer support for YNAB is amazing - shout out to Jen, Natalie, April and Dan
only show categories which were donors / recipients more than X times in a month / three months") - it would be useful
How would that be useful? At first blush, you might use that information to gauge future budget entries, but you can already use "average budgeted" for that. What am I missing?
Just chiming in here to say that I think it would be natural — and really helpful — within the YNAB interface to offer an account-like view of each category, showing every transaction and funding action and how it changed that category's "available" amount.
It wouldn't necessarily be an audit trail for multi-use case, but it would at least show how money got to where it is in the budget, and would give users another, and IMHO very important, way to understand and evaluate habits of spending.