See a listing of actions taken within a Budget

nYNAB persists all transactions and actions that affect a Budget.  This is how the Undo/Redo buttons work.  They "replay" the log of actions that occurred, either re-applying or removing the action.

Is there insight into that log?  Would be helpful when going through Budgeting session (multiple times a week) to see the running history of what happened to categories.  

Thanks!

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  • Yes! It would help a LOT to have access to this, even if it was just a text-based log.

    Like
  • Hi mhornak !

    That's a great feature request! I can definitely see how helpful it would be, for new and old YNABers alike! :)

    So, I just forwarded it on to our design/development team, where it's all collected—every last bit of it—in a database. Just about every day, they go through all of it and code it, asking questions like Where is this person in their budgeting journey? What problem are they wanting to solve? 

    Then, in regular research cycles they analyze all this collected feedback to plan for what's next in YNAB! Maybe we'll see it there one day. :) 

    Like 2
  • The undo is only for the current browser session, so there is not a log that would take you back a week

    Like 2
    • negrcian That is correct! The undo options is also reset if you refresh or switch to a different browser. 

      Like
      • mhornak
      • technologist
      • mhornak
      • 2 yrs ago
      • 1
      • Reported - view

      Faness at YNAB - insight into those transactions are helpful, even if persisted for the session.  I'm not sure that anybody would be hitting refresh or switching browsers while working through a budgeting session.

      Like 1
    • mhornak Got it! I understand how that list could be helpful, even if it isn't a very lengthy amount of history. Making sure that's included in the feature request! :)

      Like
  • Hi,

    I'm a brand new user and i'd like to lend my vote to this feature request.

    This was the first thing that jumped out at me as an obvious shortcoming. We, as users, need to be able to see a record of funds moving between category "envelopes" in order to better understand how accurate our budgets are (among other reasons).

    Being a programmer, I get that this is a non-trivial feature to implement, but please please do.

    Good luck! Great product!

    Like 2
      • nolesrule
      • YNAB4 Evangelist
      • nolesrule
      • 1 yr ago
      • 1
      • Reported - view

      DJW Your average spending history will tell you how accurate your categories need to be going forward. The fact that your past original amounts budgeted had to be changed just means you didn't have a good grasp on how much you actually spend in a category.

      People tend to underestimate their expenses.

      Like 1
      • DJW
      • djw
      • 1 yr ago
      • Reported - view

      nolesrule Thank you. That's good feedback. Are you saying that you do not believe having a log of category-to-category moves would be useful in reviewing the specific ways your budget is wrong? Does average spending history give you that granular info?

      Like I said, I'm a noob and therefore open to any good advice.

      Like
      • nolesrule
      • YNAB4 Evangelist
      • nolesrule
      • 1 yr ago
      • Reported - view

      DJW What I'm saying is that your actual spending is a reflection of your priorities, and that is what should be driving the amounts you fund in each category. Moving money from one category to cover overspending is another reflection of your priorities (relative between those categories). it's not something that needs tracking because it should be a thoughtful decision-making process.

      If you are trying to control spending in a particular category, then that should be your driver limit your spending in a particular category. Choosing whether or not to do that is also a reflection of your priorities.

      Having a log might be a nifty bells and whistles feature but it doesn't really affect your planning for what to do with the money you have now. What would you actually do with the information if you had it available? How would it affect your decision-making process going forward? I mean, maybe it might help in correcting a data entry error here and there, but as you become familiar with your budget over time, you'll know when you made a mistake at a glance.

      ETA... I'm also a programmer, and I've been using YNAB4 for 4 years.

      Like
      • Coral Mask
      • Coral_Mask.6
      • 1 yr ago
      • 2
      • Reported - view

      nolesrule Sometimes mistakes are made. Case in point from today. My husband came home from buying a printer cartridge. He thought that the category was supposed to be Computer, but when he went to record it there was no money budgeted for it. I know that there had been money there, but I must have moved it. If there was some way I could know where to move it back from, I could move forward from there. I've been using YNAB for 2 1/2 years, so I think I have plenty of experience. I was probably trying to do too much, too late at night. :-)

      Like 2
      • Khaki Storm
      • YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
      • Khaki_Storm.1
      • 1 yr ago
      • 1
      • Reported - view

      Coral Mask I've noticed the lack of an audit trail as well. That's one reason I stopped using spreadsheets almost 2 decades ago and switched to a software made for budgeting. However, that software was at the end of it's life, and now I'm here wondering the same thing as you, where's the audit trail. 

      Like 1
      • Coral Mask
      • Coral_Mask.6
      • 11 mths ago
      • 2
      • Reported - view

      Ben Khaki Storm I totally agree about an audit trail. As a former accountant and auditor, the lack of an audit trail always makes me a little uneasy. 

      Like 2
      • Khaki Storm
      • YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
      • Khaki_Storm.1
      • 11 mths ago
      • Reported - view

      Coral Mask You wouldn't want to become an auditor again would you? My company is always hiring :) Like I've said before, I'm not an accountant or auditor, but I work with a lot of them.

      Like
      • Coral Mask
      • Coral_Mask.6
      • 11 mths ago
      • 1
      • Reported - view

      Ben Khaki Storm Honestly, no. 🙂 I ditched debits and credits and went into IT around 1990 and loved it. That evolved into Project Management...never a dull moment. However, now I am disabled now can only work a few hours a week. In the afternoons or evenings. From home. Other than that, I'm available. Ha!

      Like 1
  • I’d find this useful for when my other half makes changes in the budget I’m not aware of and vice-versa. It helps to be able to track which categories have been used to WAM  from. Agree with nolesrule  though that it’s more important to reflect on how your spending reflects your actual priorities. 

    Like 3
  • smarsh said:
    I’d find this useful for when my other half makes changes in the budget I’m not aware of and vice-versa.

     Okay. Now there's a reason for it I can get behind. 🙂

    Like 3
  • Hello all! :)

    I just wanted to drop a quick link to our Feature Request form. That goes straight to our development team, so you can let them know exactly what you'd like to see going forward! We'd appreciate you filling it out!

    Like
  • I would also like to see this. Sometimes I move money between budget categories, but then later I can't remember how much I moved. And when things get confusing, it would very much help to see how much I moved. Bonus feature:  If I can record a note any time I move money between categories, it would be very helpful. Right now, I can leave a note, but it sticks to the category across all months, rather than being associated with the money movement itself.

    Like 3
      • Jannelle
      • jannelle_ynabsupport
      • 1 yr ago
      • 3
      • Reported - view

      Dave I will certainly pass along your feedback! I especially love your bonus feature suggestion. 😊

      Like 3
      • Coral Mask
      • Coral_Mask.6
      • 1 yr ago
      • 1
      • Reported - view

      Dave Yes! Notes that are for one budget only would be amazing!!!

      Like 1
  • +100 for adding a feature for logging/notes when moving money between categories. I submitted a feature request with a couple of use cases. 

    While I'm sure there are a few ways this could be resolved, it seems fairly simple for money movement between categories to be logged as an actual transaction (similar to how bank account transfers (personal account to personal account) are noted)? Not only would there be a "log" of this activity, but there is a line for notes. An issue would be that transactions are logged on an account basis. This could be resolved by issuing a default YNAB account listed along with CCs, bank accounts, etc. where "transactions" that are internal to YNAB money movement are noted.

    Like 4
  • +100 from me too!  Would be so useful especially when someone (cough, cough...my spouse...cough, cough) is moving money between categories.  

    Like
  • I just want to throw some support behind this feature request. I have found I will move money by accident or don't remember where I moved it from or to if I am working too quickly. would love to see a log I could go back and reference.  

    Like 1
      • JoeDid
      • Remember: It is To Laugh
      • Purple_rain
      • 2 mths ago
      • Reported - view

      Vektra Posting here about a problem or request doesn't further the cause. There's a feature request option at the top of the page where you can add your name to the list of people asking for this. If a rep even sees your post, they will probably ask you to do that anyway.

      Like
      • Vektra
      • vektra
      • 2 mths ago
      • Reported - view

      JoeDid Thanks, will do. 

      Like
  • Yes please. I need this feature

    Like
  • Yes please! I need this

    Like
  • Another vote for this please. Sometimes I accidentally move money into the wrong category and can't find it! A log would really help. Also, sometimes it can be confusing trying to work out how credit card category balances got to be how they are, especially when they are partially covered and partially overspent - a history would help with figuring this out.
    YNAB says that it is your budget that matters and not your bank accounts so let's please have a history of what's happened in the budget and not just the account!

    Like
      • Vektra
      • vektra
      • 2 mths ago
      • 1
      • Reported - view

      Magenta Boat for the other people who want this feature please do what JoeDid suggested and put in a feature request. It will help.

      Like 1
    • Vektra sorry to be stupid but can you point me towards a link for doing that, or some instructions? I can't find it 

      Like
      • JoeDid
      • Remember: It is To Laugh
      • Purple_rain
      • 2 mths ago
      • 1
      • Reported - view

      Magenta Boat  

      Like 1
    • JoeDid Thanks, done.

      Like 1
  • Sorry is this is a simple question, but how can we add a vote to the request? Seems like that would help make a consensus about what to get started with... I cannot find anything like that though. When I go to the Feature Requests, it wants me to add one...

    Like
    • Hi Tan Inspector !

      There isn't an option to plus one or vote for feature requests. We ask that each idea be submitted as a new feature request to gather additional details and preferences. Our development team codes the requests we receive, so they're all gathered, sorted and reviewed.

      Like
  • New user here. I also think YNAB should keep a complete activity history log that I can look through at any time.  It could be very helpful in clearing up confusions.

    For example, let's say I have a Food category with a $100 monthly goal and I budget $100 in a given month, all is good. Budgeted shows $100 and the goal shows met.

    But then I decide to move $50 out of this category.  Budgeted now shows $50 and the monthly goal is now unmet. That's all okay and I understand it at the point of moving the funds.

    BUT a week later I'm confused when I see the $50 budgeted and the goal not met. I *know* I budgeted $100 because I also do that each month. My first inclination is to blame YNAB!  How did it mess up my $100 and change it to $50?  There's no way to understand how my $100 turned into $50 by just looking at the budgeted column.  

    However, if we had a history of activity, then I could look back and see that I was the culprit!  

    Even better, when I perform an action in YNAB, such as a move, it would be great to add a comment that shows up in the activity history. So for my movement of $50 out of food, I could add a comment "Needed to cover unexpected pest control bill"..  I would see that in the activity log and have my "AH ha! moment" and stop blaming YNAB :)

    Like
    • Veloz you might make an entry in the month comment area to combat future confusion. I'd be happy if the undo info would persist across browser refreshes.

      Like
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