Target Category Balance by Date
So last month I created a Goal to save £65 to cover by YNAB fee.
Last month I put aside £32.50 towards this bill.
This month the bill was actually £63.89, I have added it as a transaction and linked it towards this Category.
But now the system is saying:
Your £65.00 goal is due this month, and you’re short by £65.00. Budget another £65.00 to reach your goal target.
I don't understand?
The goal is only moderately intelligent - it just looks at your available balance in the category and compares it to the goal that's set. Because you've paid the money your available balance in the category is £0 so the goal thinks you need to add £65. But in the real world you reached your goal and then used the money as you intended and the goal is now superfluous. If I was you I'd just delete the goal for this month, and then edit the goal in next months budget area to be £65 by the end of February next year and then it'll be encouraging you to save for the next payment rather than nagging you unnecessarily this month.
I experienced something unusual today.
I created a goal from March to May to collect 415 000 HUF.
This means +138 333 HUF per month in addition to the balance.
I collect this money for some purpose separately from my money, so this money does not go to To Be Budgeted, but right into the Category balance.
First month in March, I got 154120 HUF, but budgeted zero, and the goal is still saying that I need to budget 86960 HUF more. Why? I assume this should be a bug. What do you think? Where can I report it?