
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!
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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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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.
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Coral Trumpet said:
see how it affects my balances for each particular day of the monthYNAB 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 transactionsI 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.