Sort order on same day

I am in a country where there are no bank integrations for adding transactions to an account. I therefore need to do it manually.

I usually collect transactions for many days and registers a lot of transactions the same day. I usually don't bother adding transactions on the exact date they happened, but register all transactions with the current date.

This means that I will have a lot of transactions with the same date and this is where there is an issue. YNAB will sort these transactions by descending amount value. This makes it very difficult for me to track which transactions I have registered. It would be MUCH better if there was a sorting option that sorted by DATE+REGISTERING ORDER. That would make life much easier.

I am using the web interface.

Any ideas?

(And yes - I could register by the exact transaction date - but this gives me no extra value - just more hassle...)

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  • Since that isn't a feature, my only suggestion is to try manual imports. And to your last point, it may give you more hassle up front but improve the clearing of transactions. How about a compromise? Not exact dates but a series of dates. Instead of entering them all today, break them into groups. For example, today-3, today-2, today-1, and today?

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  • I suggest you sort by outflow amount so the YNAB date (which is likely not that of the real world) doesn't even figure into things.

    Secondly, you should be reconciling the account, which allows you to hide older transactions and focus on the more recent ones.

    Like 2
  • Do you enter the transactions in the same order as they appear at your bank? Does your bank provide you with a running balance after each cleared transaction?

    If you answer yes to both, you can clear each transaction as you enter it. Then compare the cleared balance in YNAB with the running balance at your bank. The last transaction entered from your bank is the one that gives the running balance equals to the cleared balance. This is for when you are entering transactions to make sure you aren't forgetting some.

    At the end of entering a batch of transactions, you should definitely reconcile your account with your bank.

    Then when you are entering transactions again, compare the cleared balance with the running balance at your bank to know which transactions are missing.

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  • Hi Ziggy Stardust99 !

    How do you enter your transactions? If you use the "Save and Add Another" option when entering transactions, the new transaction will pre-populate with the last date you used. So, if you start entering transactions on September 1st, you could set the date to the 1st and use the "Save and Add Another" option to keep that date. If you change the date to the 2nd, and use the "Save and Add Another" option, it'll stay on the 2nd until changed, and so forth. I know you said it's more hassle, but I wanted to point out it doesn't have to be too much hassle.

    Our default sorting order goes by amount within the dates but you can submit a Feature Request for the option to change that. :)

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  • Yes there are many ways to compensate - but they are all more complex than YNAB just giving me the option to sort trxs by the order which I  registered them. I would think that together with date it would be a very natural sorting order...

    I will issue a feature request. 

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    • WordTenor
    • Can we agree that goals are dumb and immature? Sure.
    • WordTenor
    • 8 mths ago
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    • Reported - view

    Sorting same-date transactions by largest to smallest (largest inflow to largest outflow) is an industry standard in banking. It's very nice of YNAB to ask for feature requests for every little thing but I would guess this is very low on their list (although many of us have been surprised about the very strange things which get prioritized at times, so who knows, maybe they'll work on it tomorrow). 

    In the meantime, I would suggest instead that you adjust your record-keeping. I realize you find it easier to enter lots of transactions on the same day and just give them the same date, but this not only makes YNAB harder, it is also not good record-keeping practice. Enter appropriate dates for your transactions, to make them easier to match with what has happened at your bank. Use either the date you made the transaction, or the date it cleared (in Europe, these will probably be the same date; I don't know other non-US banking systems well enough to know if it is the same elsewhere. The US has a particularly behind-the-times banking infrastructure). This will not only help with your particular issue, it will also give you better records. 

    Like 3
  • One more thing. 

    Ziggy Stardust99 said:
    where there are no bank integrations for adding transactions to an account.

     I'm assuming you are talking about direct import. Would your bank provide you with the ability to export your transactions? YNAB provides the ability to do File-based import if the correct format is supported by your bank. It would streamline your process very nicely.

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