Calendar

Has YNAB considered creating a Transactions and Bill Dates Calendar for a good graphic view of the month? I think this would be very helpful for those who are more visually oriented.

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  • I would LOVE this. I would use it all the time to keep track of and plan for upcoming bills and expenses versus when money is coming in. It would save me needing to copy a lot of things into my calendar. I bet it would also help folks spot certain spending trends over time that reports can't show.  I've been wanting this for a while. Please please do this!

    Reply Like 2
  • This could solve one of my biggest complaints about YNAB.   

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  • I was just trying out Banktivity 7 calendar feature and it is awesome. 

    When should we expect a similar feature, I see customers are wanting this since 2017?

    Reply Like 2
      • Superbone
      • YNAB convert since 2008
      • Superbone
      • 3 mths ago
      • 2
      • Reported - view

      Cornflower Blue Barnacle Well, with the rate that things change around here I'd think 2025 would be a pretty good guess. 😉

      Reply Like 2
      • WordTenor
      • Arranged the menu, the venue, the seating.
      • WordTenor
      • 3 mths ago
      • 4
      • Reported - view

      Superbone You are giving them way too much credit. We are past the historical major release cycle (3.5 years) and they haven't even rolled out goals that do more than just the basics, much less fixed SFTF. 

      Reply Like 4
    • Hi Cornflower Blue Barnacle !

      I can't make any promises for future features, but you can submit a Feature Request to let our development team know what you'd like to see moving forward! :)

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  • With the running balance provided by the Toolkit, and Scheduled Transactions provided by native YNAB, I found  such a calendar no longer necessary, and stopped copying items to it. Those two options provide the snapshot I need.

    Reply Like 2
      • Superbone
      • YNAB convert since 2008
      • Superbone
      • 3 mths ago
      • 2
      • Reported - view

      JoeDid True dat. Besides, there is a calendar when selecting your Scheduled Transaction date. 🙂

      Reply Like 2
  • I would totally use this - I have used a Google Calendar for nearly ten years for my bills - as I pay them, I change the color of the item. 

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  • How is this supposed to even work without dates/calendar function?

    I'm new and completely frustrated trying to understand how to use the budget software. I can't add, see, or change budgeted money dates, (like my mortgage is due on the 1st, while other bills are due on other dates). I've got two goals setup and I'm already in the red, because one of my goals is my mortgage, but its not due for a month. The only other goal I've got is the default $90 year bait and switch monthly subscription for YNAB. I'm super confused how to create a budget without dates, (and disheartened that you don't advertise the truth, that the subscription is annual, not monthly).

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      • dakinemaui
      • dakinemaui
      • 2 mths ago
      • Reported - view

      Silver Inspector You obviously know when things are due, and many users will put the due date in the category name for reference. When you get money, ask yourself what those dollars (euros, whatever) need to do before you're paid again. If other things are more pressing, then budget to them instead of the mortgage.

      Fundamentally, allocate from highest to lowest priority, bearing in mind that the due date influences priority. Stop when TBB is $0.

      That said, it's not uncommon to split large outflows across multiple checks. In that case, you would need some of the money you have now to partially fund the mortgage (or whatever) category.

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      • jenmas
      • jenmas
      • 2 mths ago
      • Reported - view

      Silver Inspector I have about 35 scheduled transactions set up in my account registers. Some of them are set up as monthly recurring - ex: mortgage and condo fee on the 1st. Some are every other month - ex: air filter delivery. Some are annual - ex. Costco membership. My 2 paychecks/month are also set up as scheduled transactions - monthly on the 7th and 22nd. I do not budget for anything until I have the money in my account to cover that budgeted line item. So as soon as I get my paycheck on Oct 22nd, I'll budget the entire month of November. With the money that is left over after I do that, I'll make some decisions - what's a higher priority to me today (because priorities change all the time: is it the trip out West next summer or the new car I want to buy sometime after 2028?

      So, I got paid today so I could just as easily go ahead an partially budget November. I would start with the 4 walls and prioritize mortgage, condo fee, utilities, groceries, and fuel with a start on some of my more discretionary categories and then next paycheck go back through and budget the rest of the more discretionary (it's a spectrum from purely discretionary like Entertainment to less discretionary like my monthly taxable investing). I simply choose to do it all at once because I like to only think about it once per month.

      Now we can debate if the price is too high, but the website clearly says the cost is $84 per year and then in parentheses says that's about equivalent to $7/month. That's no different than those ads that ask you to make a regular monthly donation that's only $0.25/day. You know you are not donating a quarter a day, you're donating a monthly lump sum.

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    • Hi Silver Inspector  !

      I just wanted to leave a link to more information on Scheduled Transactions. You can enter future dated transactions and how often they reoccur to give you a full view of those expected expenses. :)

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    • Faness thanks I'll take a look at that.

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  • I'm seriously considering leaving YNAB, been using on and off  since 2015, If they can only bring back the calendar like the old YNAB softare that you purchase, download and install. I really would like to see a calendar feature that let's me forecast and see how it affects my balances for each particular day of the month and in the future when I'm doing forecasted transactions. See picture of the competition below I'm considering. The 1st one is more than affordable but limited to using on a smartphone device. The second one is very powerful with the option of Desktop to sync with Smartphone which requires 2 separate purchases but still cheaper than YNAB. YNAB used to have similar features on the older desktop software that was offered long ago and was discontinued in favor of a smartphone app but doesn't have calendar forecasting which is severely needed. You really can't rely on scheduled transactions in YNAB to act as forecasting when you can't see it visually and you can't see the avail balance for a particular day when you do a scheduled transactions for that day, we are left with only the total balance. Without visual forecasting on a day to day basis, YNAB is missing out on their supporting paying and loyal customers. Bring back the Calendar feature and the highly demanded Printing feature.

    Reply Like 1
    • Hi Coral Trumpet !

      As dakinemaui mentioned, we do have plans to bring a running balance to the web version of YNAB - it's listed on our What’s Up Next page. :)

      However, we don't currently have plans for a calendar view. If you have a moment, would you mind submitting a Feature Request to let our Product Team know exactly how you'd like to see that feature function? We'll make sure it gets to the right person! 

      Reply Like
    • Faness For as long as I've been following the support forum since the YNAB online came to exist, I've seen and read for over 2years requests of bringing back some of the more usable features of the older YNAB software which I've purchased twice in the last 5years. I've seen numerous requests of printing capability, and calendar requests of which none have happened from such a big budgetting software company that charges their loyal users with a SUBSCRIPTION FEE, there are times I would like to go back to the older YNAB software instead of the LIMITED YNAB ONLINE capabilities. There are others now that has popped up with apps able to do online, sync as well with an optional desktop software. I could really careless for the Bank Syncing feature since I have to enter a transaction, CLEAR it and then I have to approve it again once it syncs. Never Mind the many users having difficulties in managing Credit Card Payments and transfers. Something much more simpler in the old YNAB software with more capabilities and a one time-purchase fee, compared to the more cumbersome subscription YNAB online with limited features that's been requested for over 2 years and nothing has happened. If YNAB can bring back a CALENDAR feature WITH RUNNING BALANCE so we can forecast upcoming transactions and see how the balance is affected for that future date and every date after. That other company helped me forecast to when I can actually pay off some debts using the famous Dave Ramsey's Debt Snowball method and we can see it visually VS YNAB's scheduled forecasting or sometimes I would put a negative amount on the BUDGET just to forecast but it doesn't really give a visual, only the total for that month. (and no I won't put this as a feature request, i've seen how many users have requested and to date nothing has happened for most of the requests) and bring back the PRINTING features that we had before. I know there will be users (probably even fake users like fake news paid by the company to defend YNAB) that we don't need PRINTING capabilities. Who are they to say what PAYING SUBSCRIBERS WANT? Below are similar screenshots of the new newer budgetting app and desktop software I'm using. If given the chance that YNAB does pull this thru before my subscription ends next year, I may renew even if YNAB's subscription is more expensive than the one time desktop software and one time smartphone app purchase the other company offers, just because I am loyal to YNAB. The other company which I paid $30 for the desktop and $5 for the smartphone app, is smart enough to sync thru Google Drive, VERY SMART ENOUGH TO EXPORT TO EXCEL WITH PROPER COLUMNS (not extra work for users thru YNAB's exporting), and the ability to print Calendar and a Ledger...

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      • WordTenor
      • Arranged the menu, the venue, the seating.
      • WordTenor
      • 3 wk ago
      • 1
      • Reported - view

      Coral Trumpet YNAB has never had a calendar. The previous version did allow you to input future transactions early, but a number of people never read anything about how to use the budget and used YNAB as a straight income/outgo forecast, so they removed that option. 

      Those screenshots make my eyes cross. Once I've made decisions about what my money is doing, I don't need any more information besides, "What can I do with the money I have?" Whether I withdrew cash from an ATM yesterday has almost no bearing on my financial picture today. I used to use a system (PNC's Virtual Wallet) that had a calendar that showed me inflows and outflows and predictions of when my checking account would dip too low. It was nice, but YNAB is much better, and my account balances are higher than they ever were with the Wallet account. 

      The toolkit will help with projecting future account balances, just to assure that you have the right amount of money in the places you need it. Beyond that, bufferdom will help with dates. If dates are vexing you, getting a month ahead is the answer. 

      Reply Like 1
  • Coral Trumpet said:
    see how it affects my balances for each particular day of the month

    YNAB has said they are working on adding a running balance, which does exactly that. People using the Toolkit Extension for YNAB have had that feature for years.

    Coral Trumpet said:
    and in the future when I'm doing forecasted transactions

    I find it far more efficient to base contributions on what I need (Total / N) rather than hope my guess adds up to Total after copy & pasted & added across N months -- and then changing it when it invariable doesn't.

    Reply Like 3
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