Check number columns

I would really like the option to add a check number column to the register. I saw a post that said people just put them in the memo box, but I'm not as happy with that. And when I converted from YNAB 4,  I seem to have lost all the check numbers...the migration should move the check numbers into the memo box if that's how you want folks to do it. Still, please give me the option.

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  • Some of us have been asking for this for a couple years now.

    Like 1
  • If you add Toolkit for YNAB for either Chrome or Mozilla you can have this and a bunch of other features. 

    Like
  • Ruff16965 (05bd62cee897) said:
    If you add Toolkit for YNAB for either Chrome or Mozilla you can have this and a bunch of other features.

     The Toolkit feature relies on the fact that YNAB actually built out the checknumber field (including data storage), but then decided to hide it as to not be able to use it. There is always the possibility YNAB could remove the data field entirely at some point.

    Like
  • Hi Orange Falcon !

    You're right - those numbers don't carry over since there's no longer a check number column. I'll send along a feature request to our development team, letting them know you'd like to see the return of that feature in the new YNAB! :)

    Like 3
  • YES! Please add or bring back the check number field. I'm surprised such an otherwise great app doesn't have a way for me to enter this basic bit of information. Looking forward to this feature.

    Like 1
  • Yes! I agree please add a check number column.

    Like 2
  • I'd like to see this too.

    Like 1
  • Tan Trombone , MAC , doctor_who Thanks for the feedback! Would you mind filling out our official Feature Request form? This goes straight to our Design Team and is the best way to let them know what you'd like to see in the app. 

    You can also find a link to this form under the right sidebar on the forum home page. 

    Much appreciated! 

    Like
  • I, too am wishing for a check number column.  It was a useful feature on Classic YNAB.  Please consider our request for this option.

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

      Maroon Clarinet Thanks for your feedback! Have you submitted your feedback via the Feature Request Form like the others in this thread? We love to hear from you!

      From there it's collected in a database, and just about every day, our Design Team combs through and codes them all, asking questions like Where is this person in their budgeting journey? What problem are they wanting to solve? Then, in regular research cycles they analyze all this collected feedback to plan for what’s up next  in YNAB!

      Like
  • I too would like the check number field made official. I recently migrated from YNAB 4 (Classic) and BOOM all my check numbers disappeared, as I'd been using the official Check Number field in YNAB 4. If the hidden check number field is removed, all of my imported check number data will be gone. The YNAB Toolkit is merely a stop-gap that provides me access to my imported check numbers. If screen real estate is the issue, make the column optional (Toolkit falls flat here since the check number column shows up on every account, not just checking).

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

      Ivory Nomad  I know I said this below already, but have you submitted your feedback via the Feature Request Form like the others in this thread? The more users we hear from, the better! 😊

      Like
    • Jannelle Yes, I submitted feedback via the Feature Request Form when I posted my previous comment on this thread.

      Like 1
  • Checking to see if we have any updates on this? I am very surprised that they took out check numbers. I am also surprised they took out current balance on the columns side too. 

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    • soleiman Both the check number and running balance are things that the third party "YNAB Toolkit" gives you. 

      I am trying to think the last time that I wrote a check, early 2014. I don't even have any checks with my new account. However, I know different people pay bills differently.

      Like
      • soleiman
      • soleiman
      • 1 yr ago
      • Reported - view

      Ruff16965 (05bd62cee897) 

      thanks for the info. I have 2 budgets one for personal and one for bus. In my personal I write 2 checks a month in my business I write a bit. 

      Like
  • OK, I have dutifully filled out the feature request to bring back the check number field that was so unceremoniously dumped:-)  I agree with others here that the check number should go in its own field and the memo field should be available for other things - just like on a real check.  I realize that checks have about become extinct in many countries, but more than a few of us still write a check every once in awhile here in the US.  As for migration from YNAB4, I went through and moved all check numbers to the memo field in YNAB4 before migrating.

    Like 2
  • I have filled out the form as well.  For those using the toolkit extension, does this allow me to once again record check #s?  It is important for my small business to record the check # that a client uses.  I use the Memo field for other things.

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  • I am on YNAB 4.  I was upset when I didn't see the check # column after I moved everything from a Mac to my new PC.  When I mentioned it to my husband, he suggested to right click in the column heading bar.  This gave me the option to put the check # column back!  I hope this helps some of you!

     

    Where on earth is khaki_hammerhead coming from!??  That's not me!

    Like
    • Making Ends Meet It looks like that was your auto assigned user name! There's not a check number column in the online, current version of YNAB, but you're correct on how to get that back in YNAB 4!

      Like
      • Ben
      • Toolkit for YNAB Designer & Developer
      • furiousfalcon
      • 1 yr ago
      • Reported - view

      Making Ends Meet - Your username is auto-generated by the forum, in case you don't want to share your real name. You can adjust it by editing your profile: https://support.youneedabudget.com/settings/profile

      Like
  • I'm assuming your user base is primarily U.S. How on earth do you guys have a financial planning system with an account register and no check number field???? And why does it take years to add one?  YNAB is sold at a premium subscription rate against its competition. This should include actual customer service response to such basic features.  Yes we all write fewer checks.  So what?  The checks we do write are important and we want to track them. The memo field is for other data -- not check numbers.  And yes I know about the add in.  None of that carries across devices (important in 2019).  In fact, it seems you'd be hard at work implement all the add in features as standard product features in order to make the add in irrelevant.  

    Like 3
      • jenmas
      • jenmas
      • 1 yr ago
      • 2
      • Reported - view

      Gold Battery how would you react if you knew that the whole reason the check number column field in the Toolkit add-on works is because the YNAB database actually has a check number field, they just hid it from users?

      Like 2
    • Hi Gold Battery !

      Currently, we don't have any plans to add a check number column to the online version of YNAB. The memo field can house that information - even as an add on to the end of your regular memo so you can track them. You can also sort the Memo column, and use the Search feature to find a certain check number.

      Sorry to disappoint, but I hope you find the memo field somewhat helpful for storing that data!

      Like
  • Gold Battery said:
    And why does it take years to add one?

     It takes years because they don't plan on adding it.

    Like 1
    • Herman Would love to hear a good explanation as to why not? Only old people write checks? We don't want to clutter up our beautiful UI with features our users want?

      Like
      • Herman
      • herman
      • 1 yr ago
      • Reported - view

      Gold Battery  I couldn't speak for ynab but i believe during a reddit AMA 3 years or so ago, Jessie indicated their research showed it was hardly used.

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      • Patzer
      • Retired at age 60. Thank you, YNAB!
      • Patzer
      • 1 yr ago
      • 3
      • Reported - view

      Gold Battery 

      Gold Battery said:
      Herman Would love to hear a good explanation as to why not? Only old people write checks? We don't want to clutter up our beautiful UI with features our users want?

       Heh.  "We don't want to clutter up our beautiful UI with features our users want" is as good an explanation as I've heard.  It covers running balance, check numbers, and many issues of putting information in the Inspector instead of directly on the budget page where would be much more useful.

      One would think that the popularity of Toolkit would have taught the YNAB organization that the UI is severely lacking a lot of really useful stuff.  But that line of thinking would be mistaken.

      Like 3
  • Patzer said:
    One would think that the popularity of Toolkit would have taught the YNAB organization that the UI is severely lacking a lot of really useful stuff.  But that line of thinking would be mistaken.

     The existence of the toolkit should be an indication of massive areas where they are not listening to their customers. I am torn with the toolkit even existing. One argument is that "hey, it can be extended.. sweet". The flipside argument "YNAB is ignoring requests long enough that there product had to be modded to satisfy demand". Examples:

    https://chrome.google.com/webstore/detail/toolkit-for-ynab/lmhdkkhepllpnondndgpgclfjnlofgjl?hl=en

    https://familybudgets.online/

    Like 6
  • I realize that the original question has been answered, but the discussion on this keeps kicking around.  The focus of the discussion is on check number, and I was equally disappointed to see it dropped from the online version of YNAB as my wife and I do occasionally write a check and did use that field in YNAB4.  Yes, memo field will work in YNAB, but the change required me to go through my YNAB4 data and move the check number to the memo field so that my migration was correct.  And this just removes a slight amount of usefulness in the checking register.

    A better question is why it was removed in the first place, and I believe that it is ultimately due to the inability to select different fields in the new version of YNAB as was possible in YNAB4.  It is correct that the check number field is still sitting there in the database and is just hidden.  But because the web screen lacks the configurable controls of YNAB4, the development team had to decide which fields to keep within a limited screen space.  Given that constraint, it doesn't surprise me that check number didn't make the cut.  So the real question is whether it will ever be possible to configure the field layout on the account screen in online YNAB.  If the development team could crack that nut then it would be left to the customer to decide which fields they wanted to display on the screen.  And we could have our check number field back:-)

    Like
      • nolesrule
      • YNAB4 Evangelist
      • nolesrule
      • 1 yr ago
      • Reported - view

      bobbucy They could have built in the configureable controls. The toolkit does it.

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      • bobbucy
      • Tomato_Snow_237e7f17927
      • 1 yr ago
      • 2
      • Reported - view

      nolesrule I don't know whether it is a lack of development skill or just an unwillingness to do it.  I thought I had seen somewhere early on that they had some technical challenges in screen control versus what they were able to do in YNAB4.  I guess we could all start submitting a feature request for configurable layout in account screens, but not sure that would go anywhere.  Don't get me wrong - YNAB does what I need to do and I'm a huge fan.  I still don't know of anything better, but I'm afraid I've become a bit cynical.

      Like 2
      • JoeDid
      • Remember: It is To Laugh
      • Purple_rain
      • 1 yr ago
      • Reported - view

      bobbucy Works fine with the indispensable Toolkit.

      Like
      • RIP_MSMoney
      • FinTech Programmer
      • rip_ms_money
      • 1 yr ago
      • Reported - view

      JoeDid how does that work if you import/approve via the mobile app? Is it a proper screen scrap to that field or just an ability to manually specify the check number there?

      Like
      • JoeDid
      • Remember: It is To Laugh
      • Purple_rain
      • 1 yr ago
      • Reported - view

      RIP_MSMoney Oh, sorry: I neither import, nor use the mobile app; I can't advise on that.

      Like
      • bobbucy
      • Tomato_Snow_237e7f17927
      • 1 yr ago
      • Reported - view

      JoeDid And that is the point.  The toolkit is fine, but the field is only visible online within the tool kit.  It is not available in the mobile app.  I am familiar with the toolkit and have used it before, but don't really need it any longer to do what I need to do.  Check number would be about the only reason to use it, and I don't see the point if the field isn't available outside of the toolkit.

      Like
      • JoeDid
      • Remember: It is To Laugh
      • Purple_rain
      • 1 yr ago
      • 1
      • Reported - view

      bobbucy Sorry, I was just suggesting an option

      Like 1
      • bobbucy
      • Tomato_Snow_237e7f17927
      • 1 yr ago
      • Reported - view

      JoeDid No apology necessary:-)  Just kicking around ideas.

      Like
    • Hi bobbucy ! Currently, we don't have plans to add a check number column to the current version of YNAB. In many cases, the memo field can hold that information—even as an add on to the end of your regular memo, so you can keep track! For easier searching, you can sort by the Memo column, or use the Search feature to find a particular check number.

      A configurable account layout sounds intriguing! If you'd like to see that, submitting a Feature Request—with any details you'd like to include, would be the way to go!

      Like
      • nolesrule
      • YNAB4 Evangelist
      • nolesrule
      • 1 yr ago
      • 5
      • Reported - view

      Nicole You do realize that YNAB has it already and it works.  They just have chosen to hide it.  The toolkit just unhides the hidden fields.

      This is one feature where I can't decide if they are being lazy or too stubborn to admit they were wrong, because it wouldn't cost much to just re-enable the feature they already built into the system.

      As for configurable account layouts, maybe the designers and developers should spend some time with the Toolkit to see what can actually be done instead of pretending it can't be done.

      Like 5
      • bobbucy
      • Tomato_Snow_237e7f17927
      • 1 yr ago
      • 2
      • Reported - view

      Nicole Thank you for the response.  There are actually a couple of pieces to this.

      The Toolkit adds a check number (which existed in YNAB4) and provides the ability to adjust the size of each column similar to how it would be done in Excel.  Adjusting the size of columns is nice but not the most important piece.  YNAB4 provided a check number field as well as a running balance (different topic - not going there).  The key is that YNAB4 had a drop-down selection at the right of the screen that allowed you to select which fields you wanted on the screen.  My wife and I used check number because we do still write some checks.  Others selected the running balance because it was the most important field to them, although it wasn't to me.  The point is that there were choices based upon individual need.

      I have already expressed that I'm not optimistic about feature requests because throughout my history with YNAB going back to 2012 I have rarely seen YNAB act on them.  But I will honor your suggestion and submit a request for the ability to 1) select which fields are displayed on the account screen (including check number since it is already in the database and just hidden), and 2) to adjust column width which the Toolkit has already shown can be done.

      Thank you again for the support.  I really am a huge supporter of YNAB and would just like to see it be everything that it can be.

      Like 2
      • jenmas
      • jenmas
      • 1 yr ago
      • 1
      • Reported - view

      nolesrule 

      nolesrule said:
      You do realize that YNAB has it already and it works.  They just have chosen to hide it.  The toolkit just unhides the hidden fields.

       I started to write this exact same reply and just gave up. There were actually a few people back in 2016 that were able to actually see the native, YNAB-created check number column in their registers.

      Like 1
    • Hi bobbucy !

      Thank you for taking the time to submit a feature request! We did add the option to resize columns in the account register a while back. The YNAB Release Notes for October 25, 2018 show a short gif of that feature in action.

      We currently don't have plans to unhide/re-add the Check Number column, and feel the memo field offers an alternative to store that information, but it's possible this could change in the future - I try to never say never. :)

      Like
      • nolesrule
      • YNAB4 Evangelist
      • nolesrule
      • 1 yr ago
      • Reported - view

      Faness How about allowing accounts to have user-defined extensible data fields for transactions? Within limits, of course.

      Like
    • nolesrule Ooo, do you mean the option to add a blank column that can be customized? Currently, the memo is meant to catch that "extra" information. Would this be like adding a second memo field? Or do you mean changing the standard data fields already available?

      Like
      • nolesrule
      • YNAB4 Evangelist
      • nolesrule
      • 1 yr ago
      • 1
      • Reported - view

      Faness I hadn't thought through how the UI might work. But it would give the customer the ability to designated additional data fields by account that could be searchable. So yes, something like a second memo field, but also with the ability to name the field. Some uses might be a check number in a checking account, or a place to put a confirmation number within a field by that name. This gives you a slightly less  infinite key/value pair to search on.

      Maybe it's an additional column, or maybe it's just a field visible during transaction add/edit. I don't know.

      This is by no means a must-have type suggestion. It just popped into my head.

      Like 1
    • nolesrule I understand and I appreciate you sharing your ideas. The column width can be changed for each account and stays that way, so if made a certain length I can see there being room for another add-in. Of course I can't make any promises, but I like the idea! :)

      Like
      • Vibrant
      • No more counting dollars, we'll be counting stars
      • vibrant
      • 1 yr ago
      • Reported - view

      Faness I don't get why adding an extra/customizable column is okay but reinstating the check number column isn't? 

      I personally don't care one way or another about having a check number field - I don't write enough checks for it to matter - but just as people currently use the Toolkit to enable the current, hidden check number column, I would likely use it to disable an extra memo field, since YNAB refuses to give users toggle controls.

      Like
      • nolesrule
      • YNAB4 Evangelist
      • nolesrule
      • 1 yr ago
      • 1
      • Reported - view

      Vibrant That's why my idea was user-driven extensible fields. Almost every web application I have experience with uses these to one degree or another.

      Like 1
      • bobbucy
      • Tomato_Snow_237e7f17927
      • 1 yr ago
      • 7
      • Reported - view

      Faness Thank you.  I actually hadn't noticed the column resizing option in the register.  But the second piece is really the bigger piece.  If the columns can be resized, then that opens up the ability to add other fields, which was exactly the case in YNAB4.  There was a drop down at the far right of the column register where you could add in check number or running balance.  That should be obvious, but I have to wonder if folks at YNAB still remember how YNAB4 worked.  YNAB went to the trouble of hiding a check number field which is sitting right there in the database on the grounds that we don't need it.  Yet those of us who write checks were using that field in YNAB4.  I originally thought that the decision was based on screen space and accepted that.  But if columns can be resized at user discretion, then there is room for other fields.  It seems like YNAB has gone to extra effort to remove something instead of just letting it continue to be used.  You can recite the justification that memo field is all that we need, but I am never going to understand the business justification in expending extra effort to keep something away from your customers that they have repeatedly told you that they want to use.

      Like 7
    • Hi Vibrant !

      I didn't mean to indicate one was okay while the other wasn't. I do like the idea of being able to customize the space created by resizing the columns, even if customizing means adding that check number column or leaving each field as is. :)

      bobbucy I can't speak for the amount of effort behind the appearance of the check number column, but I understand the frustration. The option to re-size the columns became available in October 2018, but there currently isn't an option to fill any space created there - check number column or otherwise. This is a great suggestion to send in through our Feature Request form!

      Like 1
    • An additional comment on  the YNAB4 drop-down selection on the right of the screen that bobbucy mentions...  There was an additional option to select from, which was to "apply the settings for the selected accounts to all existing accounts"...  

      I don't see a similar option in the web application and it is VERY annoying to go through my 10+ accounts changing column widths or turning Running Balance ON/OFF... 

      Does anyone know if there an option which I have missed or if it is this contemplated in the ToolKit???

      Like
    • Hi Rick Thomas ! Sorry for the trouble. Currently, the option to save settings across all categories isn't available. However, the Toolkit does allow for the running balance to be turned on/off on all accounts at once. To my knowledge, there isn't a similar option for the column widths. You can submit a Feature Request for that option. :)

      Like
  • I finally jumped from ynab classic to "the new" and thought for sure I was missing a setting to show check numbers. Wow. 

    I'm a software developer and I'd just like to share this with your development team

    Like
    • Hi mnadig !

      Unfortunately, I don't understand the reference, but you can submit a Feature Request if there's a message you'd like them to see! YNAB doesn't have a dedicated field for check numbers, but you can enter it in the memo field instead. You can sort the Memo column, and you can also use the Search feature to find a certain check number.

      Like
      • nolesrule
      • YNAB4 Evangelist
      • nolesrule
      • 8 mths ago
      • 1
      • Reported - view

      Faness Pretty sure at some point in the last 4 years, this has been requested more than once. But not much that ever gets requested ever gets developed. Maybe someday they'll work on features the customers keep asking for instead of things no one asks for.

      Also, what's the status on the fix for Stealing From the Future? We're fast approaching 4 years of not releasing a fix.

      Like 1
    • nolesrule We're working on a number of features at the moment that I hope you'll like and may change your opinion. :)

      As for Stealing From The Future, Veronica recently posted our latest position on it:

      We’ve beta-tested fixes for this, but they haven’t been successful yet and our team is working on other options. Also, we’re looking at ways to make future-budgeting more intuitive overall, especially through UI changes, and this may tie into active-deferral. I can't promise that the fix will come in the format that you'd like to see, or that we would refer to it as a fix for Stealing from the Future, but it is an overall issue we're looking to solve. I don't have a timeline in place for this. 

      We aren't able to provide time lines, but we're working on several things at the moment to improve the YNAB experience.

      Like
  • Sorry, was a snarky reference to Twitter's fail whale.  I removed my original post. Just getting used to the new UI. Thank you and your team.

    Like
    • mnadig Can you tell I'm a bit behind on social media references? 😅 We know change can be a lot to take on, so please don't hesitate to ask if you have any questions as you give the new YNAB a spin! 

      Like
  • This is incredibly frustrating for me as I used the check number field in my cc to sort by billing cycle. there is now no way for me to do that as my billing cycle spans two months. There are times when I need to go back and check a previous billing cycle and, now, there is no way for me to sort on that field. People have mentioned toolkit but I have no idea how to use it. I've installed it but ???

    Like 1
  • Add me to the list of users disappointed check number isn't viewable and worse even though it is in your database it is not searchable.   My wife freelances a fair bit and often is paid with a check.   Confirming the check has been sent often involves searching to see if the check has been deposited already.   Entering it in the memo is not a good substitute for the search field when the value is in your database.

    Like 1
  • Just submitted my Feature Request: 

    Add (or reinstate) the Check Number column!  Don't tell me to use the memo field.  That is a workaround.  Good applications don't force their users to do workarounds.  Along with adding this column, you could introduce a feature that notifies a user if they enter a check number that is out of sequence, or just auto fills with the next number when the user clicks on the field.  Don't tell us this field is not necessary.  We are telling you it is necessary.  People still write checks.  People also still listen to the radio.  I hear vinyl records are even making a comeback.

    Like 2
      • JoeDid
      • Remember: It is To Laugh
      • Purple_rain
      • 7 mths ago
      • 1
      • Reported - view

      Chris After two or more years of having this requested, it's not likely to happen. A suggestion is to use Chrome or Firefox browser and install the Toolkit for YNAB. The Toolkit will let you add a check number column.

      Like 1
  • Finally updating from YNAB Classic, migrated data....and no check numbers came along for the ride.  Bad enough to have to repurchase an app every year (Despise the notion of ‘subscription software’ when it’s MY data), but then to see that a commonly requested field is missing and the response is.....”too bad, used the memo field”.

    We will continue our evaluation of the new version, but reading this support thread is not giving me the warm and fuzzy feeling that we have come to expect and experience in the old (de-supported) version.

    Like
      • jenmas
      • jenmas
      • 5 mths ago
      • Reported - view

      Powder Blue Panther why are switching to the subscription based YNAB instead of staying with YNAB 4? If it is a Catalina issue, there is a way to work around that. You have to install this script: https://gitlab.com/bradleymiller/Y64

      Like
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