A way to see available balance when category is auto-filled?

So in YNAB4 when you typed in a payee and the category auto-filled, it would bring the selector down to that category where you could immediately see the dollar amount available. In nYNAB, the category auto-fills, but the selector doesn't move down to the category. So unless you manually type in the category to force the selection to move down, you don't know how much is available in the category, which kinda defeats the purpose of the auto-fill.

 

Is that how it works for everyone or is there possibly a setting/plug-in I can use to make that work?

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  • KaraBoo said:
    you don't know how much is available in the category, which kinda defeats the purpose of the auto-fill

    I must be missing something. The category is what it is, regardless of how much money is in it.

    Like 1
      • jenmas
      • jenmas
      • 2 yrs ago
      • Reported - view

      dakinemaui and you're supposed to check the category balances before making the purchase.

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      • KaraBoo
      • A goal without a plan is just a wish
      • KaraBoo
      • 2 yrs ago
      • Reported - view

      dakinemaui In YNAB 4, because there was a multi-month view, I could see immediately when I went over to the budget screen if something had gone over and had to WAM something. But even before I got over to the budget screen, I would immediately see in the category list what the amount was. Since I don't see the total in the category list or see the multi-month view, it's just easier to miss that something needs to WAM.

      Sometimes fixed monthly bills change. For example, this year my internet bill started at $99.35. Then it went to $99.37. Then it went to $99.38. My HBO bill used to be $15.14. Two months ago it suddenly went up to $15.94. In YNAB 4 I would see immediately that my bill had gone up as I was entering it. It's a lot more easily missed in nYNAB because I don't see the category total when I'm entering it and may not notice the overspend until I move over to the next month.

      It's not a huge deal and I'll adapt. It was just much more convenient the way it worked in YNAB 4. And if it weren't handy and served no purpose, they wouldn't bother to display the total in the category selector when you manually type in the category you're looking for. It'd just be nice if it skipped down to it automatically like it used to.

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      • jenmas
      • jenmas
      • 2 yrs ago
      • Reported - view

      KaraBoo are you talking about the web app or the phone app. When I do it in the web app, it shows the category and the balance after I type in the location. In the mobile app it does not, but I just checked and it doesn't in the YNAB Classic app either (yes I run both).

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      • dakinemaui
      • dakinemaui
      • 2 yrs ago
      • 1
      • Reported - view

      KaraBoo Got it -- overspending notification before you get back to the budget screen. Thanks for the elaboration. 🙂

      Like 1
      • KaraBoo
      • A goal without a plan is just a wish
      • KaraBoo
      • 2 yrs ago
      • Reported - view

      jenmas I'm talking about this on the web. First time around, I let the category auto-fill. Then I have to scroll down to find the category total. Second time around, I manually type in the category, which takes me down to the category total. In YNAB4, it didn't matter which way you did it, it would always show you the category total.

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      • jenmas
      • jenmas
      • 2 yrs ago
      • 1
      • Reported - view

      KaraBoo Ah I see, when I tested it a few minutes ago, I happened to use the cafe where I grabbed lunch as the Payee, and since Restaurants is at the top of my list of categories it did show up. . . I just tried it again for a category that is down at the bottom so I get what you're saying. For me though, I get my cable bill at the beginning of the month and it isn't due until the 24th (autopay) so when I get the bill I check the amount that I budgeted and update the scheduled transaction. Anything that I pay monthly is a scheduled transaction, no matter how variable, including my credit card payments.

      Like 1
    • Hi KaraBoo !

      I think I initially mis-read the issue here. Are the amounts in the drop down menu correct, but you have to scroll to see them? If so, that is expected behavior. The auto-fill is meant to be a quicker way to enter transactions and skips the view of the drop down selection. You can submit a Feature Request to let our Product Team know you'd like to see that information displayed even when the category is auto-filled.

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      • KaraBoo
      • A goal without a plan is just a wish
      • KaraBoo
      • 2 yrs ago
      • Reported - view

        Faness I don't think it's a bug, but maybe? I think it's just the way it works though. I'm talking about this. This is how transactions work when entering in YNAB 4. It auto-fills the category and the selector immediately goes down to highlight the category where you can see the category amount:

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      • KaraBoo
      • A goal without a plan is just a wish
      • KaraBoo
      • 2 yrs ago
      • Reported - view

      Faness And this is how it's working in nYNAB. The category autofills on the line, but the selector doesn't automatically scroll down to show the category in the list. You have to scroll down manually to find it:

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    • KaraBoo Thank you for the additional videos! I now understand you mean having to scroll to view the category (at first, I thought the $0.00 amounts were the issue). I hadn't noticed the amount not being immediately visible with the auto-fill categories, but I understand how that could be helpful! If you have a moment, please submit a Feature Request so we can run this by the Design Team. :)

      Like 1
      • KaraBoo
      • A goal without a plan is just a wish
      • KaraBoo
      • 2 yrs ago
      • 1
      • Reported - view

      Faness I submitted the request. Thanks! :)

      Like 1
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