Manual Transactions (Including Reconciliation) don't honor/allow Time or Intra-day Ordering
Manually Entered transactions appear to be "from the start of the day". This is confusing, and leads to erratic/"buggy" behavior because:
1. An account can have transactions prior to having Initial Balances - this behavior can be worked around by setting the Starting Balance "to the day in the past".
2. The Reconciliation Adjustment for an account is unclear: is it BEFORE or AFTER or IN BETWEEN (?!?) various other transactions for that day? This behavior seems ill-defined and confusing. I don't "pause using accounts a day" so it's not possible to use the same work-about as for an Initial Balance.
The Web (and iOS (and Android?)) interface should allow setting the Time of Transaction, insofar that intraday Transactions can be CORRECTLY ordered / operated on per the "Date" column.
It might not make sense to have a Time per-se, but intraday Transactions SHOULD be orderable in relationship to each other and this SHOULD reflect with Date sorting.
Hey Beige Koala , thanks for reaching out about this!
So if I'm hearing you right, you'd like to see transactions that share the same date (2-1-2018 for example) to be ordered based on how they were entered manually.
So if I enter a $10 transaction first, that should be the oldest? And then a $5 transaction second, that should be the newest for the 2-1-2018 date group of transactions?
BTW, if you send me a reply, make sure to @ me! :)
This bugs me, too. Transactions are ordered by largest to smallest amount for a given day regardless of when they are entered, and worst of all, deposits are always set last for the day. I have direct deposits that appear at midnight before I enter any transactions for the day, along with expenses that are scheduled for the same day as the deposit. The deposit comes last, throwing my running balance off and in tight months it even shows a false overdraft, which is really abhorrent to see, since it's not real.
As you point out, I can "fix" this by setting the deposit for the day before, but that's falsifying my register, which I don't like.
Hey Beige Koala & JoeDid thanks for the feedback! I'll send this to our design team so they can consider it in their future rounds of enhancements.
It's always helpful to hear what users are finding would be useful, so keep the feedback coming!
And because this isn't a bug, but a feature request, I'm going to move this over our App Functions category! Thanks again!!
I'm new to YNAB, and after having used it a bit over a month, this is one is one of the biggest annoyances for me.
It is confusing to see transaction out of order intra-day when:
- I just entered several and they are in a different order than my mental picture (and that of our shared time-space continuum)
- I review/reconcile imported transactions against financial statements
What is the logic and benefit to using inflow/outflow amounts as a secondary sort criteria? It is totally non-obvious, and I don't see when it would ever be useful for me.
Hi Jiří Heger and Slate Blue Koala !
As of now, we haven't made any changes to how transactions are ordered in the register. Transactions are set to be ordered by amount, so we don't consider this a bug or defect - as that's how they're programmed to appear and behavior we expect to see.
We don't offer a running balance in YNAB, which goes off transaction order, but we do have the Selected Total feature, which can help you figure out the balance of your account in any transaction order:
* In the search field, begin typing the date you’d like to check.
* Click on “On or Before [Date]” from the drop-down menu.
* Select the transactions individually in the order you'd like to compare to your bank.
In the upper right corner, you’ll see the Selected Total value change as you select the transactions - giving you a running balance of the selected transactions.
If you haven't already, we'd love for you to submit a Feature Request to let our development team know you'd like to see this change. :)
I enter transactions manually and therefore I need:
1. Preserve the values entered in the order in which they were entered
2. Add a time to the value for the date.
Is that such a big problem?
This does not exist and then it takes me almost an hour to check the input data. That's awful!
Thank you in advance for an accelerated remedy.
Transaction ordering would be very helpful in another way as well, and that is transaction ordering as far as category spending is concerned. The primary reason I do not use the stock credit card implementation and have set my CC's up as checking accounts is due to the fact that YNAB can't even determine category spending on a daily basis when credit cards are involved. I have mentioned this several times in other posts. Example: I spend $100 in groceries using a credit card on 1/1, YNAB moves 100 from groceries to credit card. I pay the credit card to $0 on 1/5. I then make another purchase in groceries on 1/10 for $100 but use my debit card instead leaving the grocery category overspent by $20. I would expect the grocery category to turn red (cash overspending) not orange (credit overspending). YNAB should know I have already paid the credit card to 0 but it applies the overspend to credit anyway. It gets even worse if more than one credit card is involved. Keeping track of transaction order could solve a lot of problems.