Web portal UI

Can I set up the Web portal to show multiply months of budget accounts? ie like the
YNAB 4 UI.

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  • also quick adding category with out opening the transaction?

    also why so much lag?

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  • Great questions!

    There's no way to set up the web app to view multiple budgets in one window, but I can pass that along to the team as a request. You can open multiple windows side-by-side to view different months (or different budgets!) next to each other.

    To add a category to a transaction without opening it up, click on the checkbox next to it, and then Edit and "Categorize as." Here's an example:

      

    As for lag, there shouldn't be any! Let’s first have you try a few things – be sure to follow the links for instructions on how to accomplish each one if needed:

    First, try to use YNAB in another browser or a private window. Do you still see the issue? If not, you’ll want to go ahead and clear your cache — just so you know, you will lose certain information that your browser remembers, so you may have to reset logins, etc.

    If that doesn’t fix things, it usually means that a browser extension is causing problems. If you use any, go ahead and turn them off one at a time until you figure out which one is causing the problem. We’d love to know which one it is so that we can look into it. You can also contact the extension developer to let them know it caused this problem.

    If none of that works, the above steps will help narrow things down a bit, so thanks for giving them a try! Email us at [email protected] , and if you think of any more detail about this issue, feel free to send it along in that email.

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