Auto approve scheduled transactions

It would be awesome if there were a setting to Auto approve scheduled transactions. It's a waste of time for me to approve something which I already told it to do. 

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  • Hi Dennis Jalbert !

    Scheduled transactions ask to be approved in order to confirm they've taken place. For instance, I have a monthly transaction scheduled for utilities. However, the dates and amounts can change. When YNAB says the transaction needs to be approved, I double-check that I've correctly entered the amount and that it's taken place on the correct date.

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  • Yeah, I get that. I just never need to change the details. I'm sure others may find this useful, but it would be nice for those of us who don't to be able to enable a setting to auto approve them.

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    • Dennis Jalbert You can submit a Feature Request to share your idea with our Product Team, but we try not to stray towards automation when it comes to approving transactions. :)

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  • Ok, thanks. I'll do that. If anyone else sees this and would like the same functionality, should they also submit their own feature request for the same thing? Or is there a way they can vote on the feature request?

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    • Dennis Jalbert There isn't a voting system in place for feature requests, but each submitted request is ran through our Product Team - so we know which requests come in more often than others.

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  • I also find the constant transaction approving to be pretty annoying. Would love the feature to auto-approve them.

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  • They auto approve when they are reconciled. You don't have to approve them if you don't want to.

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    • dakinemaui That's good to know, thanks. But it still does get visually in the way with a huge bar on the top saying I have new transactions to approve (especially on my phone).

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  • I agree that approving in this case kind of double up with clearing. For me, it's the clearing status that is important. Especially, since I use file-import, I rely a lot on transaction matching to set totals and dates right. If done often enough, there is no need to do it manually for utility bills etc. 
    With file-import and transaction matching, I simply need to check the cleared balance is the same in YNAB and at my bank and then either:

    • it's the same so I can delete all uncleared transactions that occurred in the past (not the currently pending ones). It happens a lot with parking fees for example as my husband sometimes change the days he rides to work or takes the bus or the kids were sick etc.
    • it's not the same, so I need to dig further in the uncleared transactions. 

    I definitely have no use for the "approve" status. I agree with dakinemaui  I never approve them, just reconcile.

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    • eloquentz
    • Numbers Wizard (Accountant), Acoustic Artist (Musician) and Jill of all Trades (Wife & Mother)
    • eloquentz
    • 2 yrs ago
    • Reported - view

    You also select multiple transactions at once and do a bulk approve. I found that very helpful for the bunches of transactions that post on the same day for me.

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  • The lack of auto-approve is annoying me too as it puts up a notification badge on the app icon on my phone!

    Should I  just turn off all notifications and badges for the YNAB app on the phone? I'm not sure if there are any useful ones.

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      • Superbone
      • YNAB convert since 2008
      • Superbone
      • 1 yr ago
      • Reported - view

      Rob Allen What about the one that tells you you have new imports available to download?

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    • Superbone I've never seen that. I'm in the UK and my bank is not connected to YNAB.

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      • Superbone
      • YNAB convert since 2008
      • Superbone
      • 1 yr ago
      • 1
      • Reported - view

      Rob Allen Makes sense, then yes, just turn off notifications if they annoy you and don’t add value.

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  • Sure, make it an option but I like to know every time something affects my budget whether I set it up as a recurring transaction or not.

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  • I would also request more auto approving. We came to YNAB from “Simple Online Bank” which has since been discontinued after being bought out, anyways it would auto categorize transactions the best it could. All I would have to do is scroll though to check that it got it right and would not have to deal with every single transaction, I don’t want to “approve” everything. The act of paying with my debit card is the moment I approve the transaction. What I do want to see is updated amounts left in an area of the budget.  Also it might not be possible based on the way transactions are retrieved from the bank, but my old bank would send an instantaneously notification including the category it guessed for the transaction AND the updated amount of money remaining in that budget category. If it got it wrong I changed it, otherwise it was a hands off process. 

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    • Sea Green Filly Thanks for sharing your process! And glad you're budgeting with YNAB. :)

      Because awareness of spending and the way it relates to your budget is so critical to the YNAB Method, we're not likely to move toward more automation when it comes to approving transactions. With that said, you can always send our design team a Feature Request!

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  • On the note of "I also find this needing to approve transactions to be generally annoying and unnecessary," why is it that matching cleared transactions to ones I manually entered and already approved *still* requires me to then approve the transaction? 

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