Budget progress information piecharts
I suddenly noticed little piecharts on some of my budget rows, I'm struggling to see what they are telling me, I've tried to find a reference in the Release Notes but cannot see it, can someone please point me in the right direction?
Thank you for your help.
I think maybe you're talking about the icons related to goals, that show up beside the Available amount? They should show how far you are in reaching the goal related to the category.
I don't see them mentioned in the release notes either, maybe because it's being rolled out slowly to all users? Mine appears a couple of days ago but I've seen people mention them over a week ago. I'm liking them quite a bit for the "Target balance"-type goals, not sure yet about "monthly" goals (maybe because I have so many of them!).
I've always been concerned about how YNAB tells me how much I am doing against my budget and these new icons just bring my concern to the fore.
I have a category with a Category Target Balance of £30. At the start of each month I budget enough to ensure I start with £30 available. This month I only had to budget £23.97 as I had £6.03 left from June. I have spent £21.21 so my available balance is correctly showing £8.79 (£21.21 + £8.79 = £30.00).
However, the little icon is showing me about a 1/3 complete, I assume this is £8.79 ÷£30.00 = 29.3% and the message tells me 'If you budget £23.97 each month, you will reach your £30.00 goal in 1 month.'
I do not understand the message as I have met my goal which is to have £30 available and so far I am spending within my budget.
I'm interested in the views of others and how they use this information.