
Whole budget overview inspector behavior change
I have been away from YNAB for a while and I noticed a change which is hindering my budget capabilities.
In the past when you selected a category group the inspector changed from whatever category you were on to the whole budget overview. This doesn't happen anymore. Now I need to reload the page at app.ynab.com/:uuid/budget/:YYYYMM to get this. Which is kinda meh-ish.
Is there another way to get the inspector to display the full month? This would help me with A) Budget a full month with the quick budget options B) Tell me exactly the amount of currency units I need to have to full budget one month.
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Just took a look at this, as I'd never used the select categories function to manipulate the inspector. I suspect the change happened when YNAB rolled out the easier way to de-select categories. What I'm seeing right now:
Select a category, see inspector for that category.
Click on the category group, nothing happens. Click on the little box next to the category group (same category as I started with, all categories are de-selected and I get whole budget view in the inspector. Click that little box again, the categories in the group are selected and I get a group-level inspector.
I'm not sure what I'd use the group-level inspector for, but it's there. Turns out I can also select whichever individual categories and/or groups I want, and see an inspector view for a custom collection of categories. I guess that would be useful if I wanted to budget piecemeal as income comes in, and use goals for quick budget. (I prefer to budget the entire month at once starting with a quick budget option.)
Also, clicking the little box next to "Category" at the top of the budget screen either de-selects any selected categories (if any are checked) and shows whole budget in the inspector; or selects all categories (if none are selected before), and shows whole budget view in the inspector plus a header saying how many/what categories are selected. No reload required here.
In any event, I'm not seeing a need to reload the page to change what I see in the inspector.
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Patzer said:
I'm not sure what I'd use the group-level inspector for, but it's there. Turns out I can also select whichever individual categories and/or groups I want, and see an inspector view for a custom collection of categories. I guess that would be useful if I wanted to budget piecemeal as income comes in, and use goals for quick budget. (I prefer to budget the entire month at once starting with a quick budget option.)As someone who has the luxury of budgeting ahead, you probably don't have any use for the ability to select category groups and use the inspector to budget "for that and only that selection" at any given time. You're not the norm, however, as I'm sure you are aware.
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waterkip said:
Now I need to reload the pageFYI, this nukes the Undo history.
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Patzer said:
What's really a shame is, it's no longer a goal promulgated by the YNAB organization.I agree all around. I've followed posts in this forum for months, with the idea that, if I pick up enough clues from the seasoned users, I'll be at the point of that so-called "luxury." I get much more help in that regard from users who are at that point, or nearly there, than from the staff who point to "the method" and no further.
I have a hope of being able to budget a full month ahead by August, maybe September, mostly by absorbing the advice of said individual users.
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Maybe I’m just really thick or can’t do math, but I don’t see the point of always waiting til the due date. I pay statement balance every month on the closing date. Either way, it’s a once a month thing. Might as well be arbitrary at that point, no? The “spent” and budgeted for balance on the card is in cash in my interest bearing account for one month either way. Tell me where I’m wrong.
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Ok, I'll trust you guys. I automate very, very few bills because I want to reconcile everything as much as possible. I've never had a checking account that pays decent interest (it's .05% right now) but I love my credit union and their service and lack of fees is stellar. I also try to pay near closing to give myself that extra month wiggle room in case there's some disaster and I can't pay when I need to.
But yeah, I guess it's just a matter of having a two-month "buffer" of CC payments and basically letting half of that sit and roll to the next month and so on. In my case it should be in a high yield savings account. My cash flow at the moment is in complete disarray and I average balances on 8-10 CC's at any given time, so I'm not sure I should give up my pay-at-closing habit just yet, but perhaps once things start to settle down :).