Incorporate Toolkit Features in YNAB
I apologize if this question has been asked before, but I didn't find it in the forum:
I just installed Toolkit (for Firefox) and am blown away by all the simple, easy features it offers such as optional columns to display check numbers or running balances on accounts, or buttons to hide/display scheduled & reconciled transactions.
These - and many other Toolkit features - would appear to be easy & popular features to add to YNAB. Why don't you incorporate some of them?
You guys may be doing all kinds of complex & important programming on the guts of YNAB, but as a 2+ year user, I haven't seen much that seems aimed at making my day-to-day use of YNAB faster or easier. It's disappointing & frustrating that I have to turn to a third-party piece of software to find that.
Hi Sea Green Sun (ccf0a561a083) !
We decided not to carryover the check number and running balance columns from YNAB 4. The memo column can be used for check numbers and the Selected Total feature can help you figure out the balance of your account on any particular day.
Also, you can choose to hide scheduled and reconciled transactions using the Filter option in your account register.
That being said, I'm happy you like the options offered by the Toolkit. A number of YNABers find it indispensable. :)Reply
I hadn't thought of using the running balance to look forward in an account to avoid overdrafting.
Almost every discussion of the running balance in this forum has pointed out that this is why people want it: cash flow projection.Reply
not migrating over the check numbers and losing that data entirely wasn't thought through very well.
YNAB isn't known for offering options, but if the check number ever returns it should be one, because it's just going to get in the way for many of us international users.
I'm always surprised checks are still a thing in the US. Checks were on their way out when I was little (I'm 36) and I've had to cash a check once in my life in 2006-ish that came by post from the US, because it was the only means of payment Google offered for AdSense earnings.Reply
Just migrated from YNAB4 due to the Apple OS change. Was stunned to found on migrating my data I lost all my check numbers. Though using check numbers in personal accounts is diminishing...we also run a small business where we generate checks constantly. So I lost critical data to my business. In the US we grew up with check #s to leave it out seems to ignore your customers history. Seriously, rethinking continuing with YNABn. Have tinkered with MoneyDance - it lacks on autocategorization and direct import is spotty. As a career Product Manager - this doesn't feel right.Reply