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.

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  • 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. 

    Reply Like
  • 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! :)

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      • glynab
      • glynab
      • 1 yr ago
      • 1
      • Reported - view

      Faness 

      Faness, I'm not just looking for how to fix it, I'm looking for how it happened.  On which day and from what device?  Is there any way you can help with that?  

      Reply Like 1
      • Jannelle
      • jannelle_ynabsupport
      • 1 yr ago
      • Reported - view

      Hi glynab ,

       

      I hope you don't mind if I jump in for Faness here! We aren't able to see that kind of info on our end either, but it looks like Melissa just replied to your email to [email protected] , asking to take a look and run some calculations to make sure everything adds up right. You're in great hands!

       

      As for the feature request, a log of actions is certainly something a lot of users are looking for, so you aren't alone in that. I've even submitted a feature request for it! Our designers are analyzing all this collected feedback to plan for what’s next  in YNAB. 

      Reply Like
      • glynab
      • glynab
      • 1 yr ago
      • 1
      • Reported - view

      Although I was in great hands, ultimately YNAB failed me on this one and it is unforgivable.   Sometimes I give YNAB a pass for things I don't like, but not this time.  I had too much at stake this weekend, couldn't trust my budget, and was stalled for too long while waiting for help that didn't (couldn't) solve my issue. 

      Money was moved between categories (in this case, from one or more categories to TBB) and there is no way to figure out when, how, or from what device.  And without that, no way to backtrack and repair it to the way it was.

      Reply Like 1
      • Jannelle
      • jannelle_ynabsupport
      • 1 yr ago
      • Reported - view

      glynab Ahh, I'm so sorry that was a deal breaker for you! It truly isn't our intent, but I understand why you would feel some distrust going forward. A successful budget is one that's forward looking, but in cases like this you just need to look back! 

      Anyway, knowing specific feedback like this is a huge part of our feature request prioritization, because when combing through feedback we always ask "How can this help YNABers gain better control of their money? ".  In this case, the usage is pretty clear. 🙂

      Let me know if you have any questions at all (make sure to use the @ feature to ping me) or if I can help in any way! If this is the end for you and YNAB, whatever tool you choose to use from here, I hope it can still support the YNAB Method

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      • Routhmom
      • Hot_Pink_Storm.1
      • 1 yr ago
      • 2
      • Reported - view

      Jannelle Is there a way to vote for feature requests because this exact thing is HIGH on my priority list as well as a way to undo a specific action in the action history without undoing everything.  I've spent a lot of time sleuthing out mistypes, and where money was moved, or buttons hit erroneously (like the "quick budget" without realizing it, after I'd already manually set up my budget for the month).  It's panic inducing and financially debilitating until you can rework it all.  Mistakes happen and there NEEDS to be a way to be in control of correcting them.  

      Reply Like 2
    • Routhmom There isn't a way to "vote" on features, but we have changed how we collect feedback since this post was created. If you fill out our Feature Request form, it goes directly to our design team so they know what you'd like to see in the future! :)

      Reply Like
  • 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 

    Reply Like 1
  • This is really a big problem. Personally i don't understand why the money we move between budgets isn't a part of the "budget activity" view. It's an essential part of it when we want to look back to see how the budget was used. 

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    • Hi Green Horse ! We're all about changing your budget as your priorities change (Rule Three: Roll With the Punches), and looking forward at where you need that money to go—instead of where it has been.

      There currently isn't a way to track the movement of money between categories, but would you mind sending that over as a Feature Request to let our development team know you'd like to see that feature?

      Our designers have a great process for digesting feedback, quantifying how it relates to the YNAB Method and how it might help YNABers reach their goals. They prioritize projects using that data as a guidepost, so it's really important to us! 

      Reply Like
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