Support for Recurrence Rules in Repeating Transactions

The recurrence intervals for repeating transactions do fine in most cases.  However, there are many instances that more advanced YNAB users might want more control.  For example, my pay day is the last work day of a given month.  That is super easy to express in an RRULE. 

You could convert all the existing recurrence options behind the scenes to RRULES on the YNAB back end and have one date processing system that is both more flexible and easier to maintain ongoing. 

The spec is here: https://www.kanzaki.com/docs/ical/rrule.html. As a bonus, you would get Apple and Google Calendar compatibility for import and export out of the box. Most existing languages have a library to support the spec already.

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  • I’d love this as well. I get paid bi-monthly on the last workday of the month and (the last workday up to and including) the 15th. 

    Like 2
  • Hi Saish Dawg !

    When you have a moment, would you mind sending this to our Product Team by submitting a Feature Request? They'll look it over for official consideration, but I love the idea of having more recurrence options! :)

    Like 1
  • Just submitted.  FYI, there's no real logical place to put a detailed write-up in the wizard-view for feature requests.  They all seem to want one or two-liners.  I did paste the above into the last screen. 

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    • Saish Dawg Ah, great point. You can put a longer response, and add line breaks—but it's not so easy to see what you've written. I'll ask about changing the space there!

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    • Saish Dawg Many of the fields will expand as you type, or you can press Shift + Enter for a line break. Is there a particular one you had trouble with?

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    • Nicole Just expectations.  Seeing a single line input frames the amount of content that people will post.  Seeing a multi-line gives a different expectation. 

      Like 4
  • I'd love more options as well. I have a loan payment that occurs every 4 weeks, which is cumbersome bordering on impossible to set up as a goal or as a recurring transaction right now.

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    • Scott You can select a four-week interval now!

       

      Like 1
    • Matthew Wow, that attachment was larger than I expected. :)

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      • Superbone
      • YNAB convert since 2008
      • Superbone
      • 3 wk ago
      • 1
      • Reported - view

      Matthew Hey, what can you say? You’re larger than life.

      Like 1
    • Matthew I want a monitor that size!

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      • Scott
      • Scottgoeshiking
      • 3 wk ago
      • Reported - view

      Matthew that's fantastic, and combined with my newfound knowledge of how recurring transactions work I'm ready to take another pass at my budget!

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