Budget page

In the Budget account page the summary page of category groups does not indicate a category which has exceeded the budget amount. When one drills down into a group category an "overdrawn" category is in red and easily discernable. Not so in the summary page.........so unless one is constantly drilling down an overdrawn category can be easily overlooked.

In the old version of YNAB it was very easy to expand the budget to show all categories, not so in this web version. perhaps you could Meacham to sort out this oversight.

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  • What do you mean by summary page? Do you mean when your category groups are collapsed?

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  • The Toolkit has this feature. Google "Toolkit for YNAB".

    edit: Sorry, to clarify, the Toolkit lets you easily expand or collapse all category groups. I don't think it'll alert you to an overspent category in a collapsed group, but I'm not positive.

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      • Ben
      • Toolkit for YNAB Designer & Developer
      • furiousfalcon
      • 2 mths ago
      • Reported - view

      mamster Just to clarify, you are correct -- at the moment, no, the Toolkit doesn't have any sort of "overspent alert when a category group is collapsed" feature.

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    • mamster thank you...just what i wanted

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  • Thank you for your input. Covered everything I was looking for and then some

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    • Purple Drum I wanted to mention that you can quickly expand and collapse the category groups with a keyboard command!

      Command-Up or Command-Down for Mac, and Control-Up or Control-Down for PC

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      • Purple Drum
      • Purple_Drum.1
      • 2 mths ago
      • 2
      • Reported - view

      Nicole Nicole Thank you...That's what I need

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