Coming Soon: Reconciliation on iOS

Here’s something I say to YNABers frequently: “Accurate account balances are the foundation of your budget, so before doing anything else, you’ll want to be sure your accounts are up to date and reconciled!” 

Up until now, though, the official reconciliation feature has been available on the web only - but no longer! We’re so excited to announce that iOS users now have the ability to reconcile their accounts on the go. And Android users, we haven’t forgotten about you - once we have this feature just right for Android we’ll be sure to announce it loud and clear!

As of now, the reconciliation flow on mobile looks very similar to how you know it on the web, but you can read more on how it works here and here. 😊

And as with any new release, we’re here to answer questions and hear your feedback! So next time you reconcile, consider giving it a whirl on iOS and letting us know how it goes. We’ll be here and ready to do the reconciliation dance with you!

11replies Oldest first
  • Oldest first
  • Newest first
  • Active threads
  • Popular
  • Just tried this and it worked perfectly. Nice one. I will be using this a lot 😀

    Like 3
  • Its just brilliant! Love it. Quick, easy. What more can one ask?

    Like 3
  • This is a timesaver!! 👍 

    Like 2
  • I've been reconciling on the app for a week or more, and it is so truly excellent. I used to do a soft reconcile, which worked to a point, but having a proper reconcile and lock the transactions is truly brilliant.

    Like 3
  • Ok. Was the confetti always there (always being the whole month that reconciling in iOS has been here) or is it new? Just noticed it and I LIKE it. 

    Like 1
    • MXMOM I believe it's a touch on the newer side (I usually just reconcile on web, so I'm not confident!), but I'm glad you like it! A good reconciliation deserves to be celebrated. 🎉

      Like 1
      • Hannah M-M
      • Product Manager
      • hannahmm_ynab
      • 4 mths ago
      • Reported - view

      MXMOM your eyes do not deceive you! The confetti is a new addition in our latest iOS release that rolled out a little under two weeks ago. Glad to hear you're enjoying it 🎊

      Like
      • Superbone
      • YNAB convert since 2008
      • Superbone
      • 4 mths ago
      • Reported - view

      Hannah M-M Hey! I want confetti on the web version too where I do most of my reconciling. Not fair! 🤨

      "No confetti for you!"

      Like
      • Bruce
      • Software Engineer
      • Bruce
      • 4 mths ago
      • 1
      • Reported - view

      Superbone There is actually a feature on the toolkit that throws confetti when you reconcile.

      The great thing about some of the changes that have been coming down is that I'm actually using fewer and fewer of the features of the toolkit, because they're being replaced by actual features in the web version.

      Like 1
      • Superbone
      • YNAB convert since 2008
      • Superbone
      • 4 mths ago
      • 2
      • Reported - view

      Bruce Heh. Good to know. Will turn it on! Apparently the toolkit is driving some YNAB features.

      Like 2
  • So glad this is coming soon for Android. I have been wishing for the ability to create little padlocks on (Android) mobile for a long time.

    Like
Like6 Follow
  • 6 Likes
  • 2 mths agoLast active
  • 11Replies
  • 260Views
  • 11 Following