Budget “Template” in the new mobile experience

Good day everyone,

I used to follow the “budget template” paradigm. I’d go through each category, set goals (targets now), and then look at the Quick Budget amounts for how much it’d take to fund the entire budget each month. Compare this to my anticipated monthly income to determine if I needed to dial back goals/targets, or if I potentially  had more money I could represent in my targets.  Quick budget doubled as  a tool to see the sum of all of my targets and determine if they were realistic compared to my inflows.

Now, though, there’s not a way to see the sum of all of my targets, so I’m not sure how realistic my targets are without breaking out a spreadsheet and calculator: the precise thing I’m trying to avoid by using the software. 
Is there any chance this feature could make a return?  I just need to quickly see how much I’m targeting in a month to ballpark whether it’s within my means or not to fulfill all of those targets. 

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  • Are you talking of the mobile or the web app? On the web app, without any category selected, you can expand the Auto-Assign and look at Underfunded. It will include amounts for scheduled transactions as well.

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      • Brian
      • Magenta_Keyboard.18
      • 1 mth ago
      • Reported - view

      Ceeses  Mobile. iOS 14.7.1, app version 3.0.1.  If I have no dollars in to be assigned, I’m not even able to open the auto assign interface for the budget as a whole. 

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  • I have found the mobile app pretty much unusable since 14.7, I restored my ipad back to prior backup to roll back to the prior version while I look at alternatives. Super disappointed having been on YNAB for 7 years

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      • Brian
      • Magenta_Keyboard.18
      • 1 mth ago
      • Reported - view

      AussieGal I’m not opposed to many of the changes.  It’s still very useful and functional for my use case, though I can certainly see from the community posts that there’s many approaches to using the app.   I still get a lot out of it. There’s just some sticking points for me in some parts of the app. It is still 3.0.1.  No major version release of anything goes 100% as planned; there’s always refinements to be made. 

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      • AussieGal
      • Silver_Ink.2
      • 1 mth ago
      • Reported - view

      Brian I am not opposed to change that brings improvement. I work in software, my professional life IS software change. I am not in the USA so no bank feeds, so tend to mostly use ipad version. Unusable mostly for me in the new releases. Ynab continues to specialise the software for those living pay cheque to pay cheque, and those not in that situation find it harder and harder to work around the limitations that brings. Sad. Cause what happens once people DO get on top of their spending and move beyond rule 4? 

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      • DexterCat
      • DexterCat
      • 1 mth ago
      • 1
      • Reported - view

       AussieGal what aren't you liking about the changes? It seems to depend on the workflow you are used to. The recent changes pretty much no difference at all to how I use the app.

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      • AussieGal
      • Silver_Ink.2
      • 4 wk ago
      • Reported - view

      DexterCat  huge deal for me is no longer being able to see total funds available and assigned. On web app it is hiding and takes extra button click, on ipad app it is gone completely. So unable to control whether stealing from future funds (which i do not do). And given how poorly auto assign works it is all too easy to have incorrectly assigned amounts, stealing from the future, that you cant see unless you crank up the latop. Grrrr.  Annoying loss of usability like swipe left/right to move between months, instead now it takes several taps via the date drop down. 
      I rarely use the web app but forced to now. 
       

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      • DexterCat
      • DexterCat
      • 4 wk ago
      • Reported - view

      AussieGal yes it seems the developers underestimated how many people were using that information without using the Quick Budget function itself. Personally I think auto-assign is really good, but I did have to spend some time tweaking it, and there are some situations it just doesn't handle and I've had to create work-arounds. It's been interesting discovering, after the big update, how differently we were all using the app. For example a lot of people were assigning funds by clicking on TBB and choosing the category from there. The new app breaks that workflow completely. I never did it that way (didn't even know you could) and so the change made no difference to how I used the app. Obviously frustrating for those who did use it that way though.

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  • There was a LOT of feedback when the mobile app updated and YNAB has said they didn't realize how many people referenced their Underfunded number even if they didn't use the quick budget *function*, and that they're working on bringing it back. 

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  • Brian As of now, those budget-wide Quick-Budget options aren't available on mobile, though you can still access them in this way on the web! And it's true - we are working on ways to bring some of this information back! If you'd like to reach the product team directly to chat about your workflow, here's where you can do that.

    This information is still available on a category-by-category basis on mobile. Additionally, the Auto-Assign option uses the same logic as underfunded. When you have funds Ready To Assign, click Auto-Assign and you'll see an editable preview. I know this isn't exactly what you're looking for, but I hope it clarifies things a bit! 

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