How to view historical spending by category in the app?

How can I view historical spending (within a category) further back than the current month?  

I've found how to view all spending on the app(via the all accounts) area.  I've found that on the web version I can filter by category and get the history (though I wish there were a simpler way).  But I haven't found any method to view what I'm looking for in the app.

My old ynab4 budget had years of data which came in quite handy when out and about:

"Who did we use to pump our septic tank in 2011?". Check that category and voila, found the payee!

"What month is our car registration due?". Just scroll back through that category and see when the last transaction was.

Etc.

Please tell me there is still a way to do this that I am overlooking?

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  • Hi, staryla

    Select the All Accounts view (located above your list of accounts) and type category in the search box (upper right-hand corner of the screen). It will list all your categories. Pick the one you are interested in seeing all the transactions for. You can also type category: full correct category name. I just find selecting it from the list easier.  The date range can also be used to tighten your search parameters.

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

      HappyDance this is how to do it in the computer right?

      I'm trying to get this info on my Android app.

      Like 1
      • HappyDance
      • YNABing consistently since 2014
      • HappyDance
      • 2 yrs ago
      • Reported - view

      staryla 

      Yeah. Sorry. I didn't thoroughly read your question until after it was too late to edit my reply.

      Like
  • Hi staryla !

    If you're referring to the mobile app, transactions can only be viewed for a category for the month you're in. For instance, if you go to January in the mobile app, you can tap on a category, tap on Details and tap on Activity - all the transactions for that category in January will be listed. There isn't a way to view multiple months for a category at a time.

    Like
      • staryla
      • staryla
      • 2 yrs ago
      • 6
      • Reported - view

      Faness at YNAB  bummer.  I hope this functionality is added later.

      Like 6
    • staryla I'll pass this along as a feature request to the development team! :)

      Like 4
  • Is there no work around in the app?  That's unfortunate.  I also used that feature very often.  I am in my month trial and love the ability to reconcile from the phone but not sure I can live without the history function. :(

    Like 1
  • I'm really missing this from the mobile app as well.  With the classic YNAB mobile app, when my father asked "How much do you spend on oil heat?" I took out my phone, clicked on the budget category, and scanned through the payments.  That ability to review payment history was great.  Now it takes three clicks: Budget Category->Details->Activity and I only see the records for that month. Ugh.

    Like 5
      • Veronica
      • Support Manager
      • Veronica_ynab
      • 1 yr ago
      • Reported - view

      qtip  That's good to know! You could also click the Category > Quick Budget and see the Average Budgeted and Average Spent amounts, which would help answer that question in particular!

      Like
  • Veronica at YNAB  Unfortunately that only works with payments that are made monthly (avg spend), and if they are a typically monthly expense than you are more than likely familiar with the cost.  What most of us qtip are missing is the ability to quickly find one time payments.  "How much did I pay that babysitter",  "how much did it cost for that snowblower", landscape work, alarm permit, ect.  I used it frequently and it is still a point of frustration with the current model.  I know we can change the month to view but when you aren't familiar with the time of these non-regular payment it's hard to find.  Wish they would all just show up like in classic!

    Like 3
    • Khaki Storm
    • YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
    • Khaki_Storm.1
    • 1 yr ago
    • 2
    • Reported - view

    I'd like that feature too. That's how I used to look things up in my old software/budget. I didn't realize it's going to be a problem in YNAB. 

    On your septic: A good maintained septic  should need pumped about every 3-5 years. 

    Couple Inputs:

    1. Book Review: Septic System Owner's Manual by Lloyd Kahn (28-Feb-2007) Paperback

    This is a must read for any homeowner with a septic system! I'm having septic issues. Before I found this book, I came across a lot of information that conflicts or is at the very least confusing. Then I found this book. It provides a great overview of septic systems. It also gives a fair and balanced view of the different opinions in the field. This has helped me feel like I know what is going on with my septic system and that I can make my own decisions, instead of having to rely solely on the septic contractors or the county.

    2. Also, we've been we've been using https://www.amazon.com/12-Pack-Flush-Septic-Energizer/dp/B005LXRLXU Every month. I tried several brands, I had the lid off the tank many times a week while trying them out. The only one I could tell a difference was with this stuff. (Meaning the fluid was 'cleaner', solids were more broken down, etc. I have one slight modification, however. I take their product and let it soak in a warm gallon of water before putting it in the tank/toliet. I asked the mfg to verify that would let the little guys that eat the bad stuff time to grow more, and he said yeah you got this figured out.

    I hope this reply isn't too late. 

    Ben

    Like 2
  • The new YNAB app should allow you to access these historical entries from your phone, as that was a major feature for us during our five years of using the YNAB Classic phone app.  Sometimes in two-entry households, items can be categorized inconsistently, which is really easy to see if you can see back a few months to see that your spouse put, for example, the expense for piano lessons in a summer camp category by mistake causing it to be erroneously overdrawn.  While of course categories should always be crystal clear, sometimes real-life, irregular expenses can be inconsistently entered, and it is only through seeing the history of that category that you can see that maybe what is showing is overdrawn is not really overdrawn.  The money was just budgeted elsewhere, so the answer is to correct the incorrect entry, not the overdrawn category.  The new YNAB phone app seems immediately focused on covering an overdrawn category from another category, without really understanding if the the overdraw is accurate.  I figured we were not using the app correctly and sought out the answer here in order to evaluate our decision to subscribe to the software as a service version of YNAB , which led me to this page.  Now, I see that no, the new YNAB app is indeed a major missing feature that was in the YNAB Classic phone app. 

    During our free trial, we both found ourselves going back to the YNAB Classic phone app to not only do what I listed above, but also to pull names of doctors, home repair people, and other irregular parties we have done business with over the past five years of using YNAB Classic.   "What was the name of that plumber we liked?  Oh, let me pull it up on YNAB. "  Or,  "Wow, that sounds higher this time.  Oh, you only charged me $120 for this last year." Having ready access to that data is helpful when talking with a repair person on your front lawn without having to go to a computer in the middle of talking to someone.   It seems the new YNAB is trying to simplify the application and adopt a never-look-back attitude of not harping on past expenses, but I think it is doing so at the cost of a great functional aspect of the YNAB Classic phone app that provided necessary data for analyzing spending habits and ensuring correct data entry.  Being able to quickly click on a category to review and understand past months' spending is a major, positive function of the YNAB Classic phone app.  Please add it to the new YNAB app.  

    Like 2
  • I also really enjoyed this feature of YNAB Classic. For instance, I am collecting money for a family vacation that I have fronted the cost for. I have been adding what people have paid me into my "Vacation" budget and I would like very much to click on "Vacation" budget and see all that has come in and from who so I can easily identify what was paid and still outstanding. It is pretty painful to be unable to do this. 

    Like
      • adriana01
      • adriana01
      • 1 yr ago
      • Reported - view

      ho11ywou1d do you have inflow transactions to your Vacation category? One way to see those is to go to "All Accounts" and search for Vacation as a category. Or if it's always the same account, the search can be done there. I think the reports on the web app also can be drilled down to a particular category, but I can't test that at the moment.

      Like
      • ho11ywou1d
      • Sea_Green_Door.2
      • 1 yr ago
      • Reported - view

      adriana01 I need to be able to access this from my iPhone app.

      Like
    • ho11ywou1d Sorry for the trouble! Currently, transactions in a particular category can only be viewed for the month you're in. You can change the month, to look at transactions from a certain month, but they can't all be viewed at the same time on the mobile app.

      If you have a moment, please submit a Feature Request to let our development team know you'd like to see that option. :)

      Like
      • ho11ywou1d
      • Sea_Green_Door.2
      • 1 yr ago
      • 1
      • Reported - view

      Faness that is extremely inconvenient and quite frankly unacceptable when an tool is made to assist in budgeting. Historical data is very important in aiding people to plan and budget correctly. This is very unfortunate. I’ll be sure to submit my request for this necessary feature. 

      Like 1
    • Hi ho11ywou1d — Thank you for submitting the Feature Request! We appreciate you letting us, and the development team know that you'd like to see that feature added to the mobile app.

      Like
  • I agree, this is a shockingly missing feature.  Too much effort to get to even to THIS month's activity for a category. 

    Also, when I go to all accounts and type "category" as instructed above, it doesn't work, and even if it does this is way too clunky. (Android)

    The way this should be implemented I believe is with a search icon at the top level, and when you start typing keywords into the search it tries to autocomplete with options which include Category: like the old ynab.

    Like 1
    • Slate Gray Banjo Many of the tips mentioned above are steps on searching and filtering transactions in the web app. I think you'll find the mobile search feature helpful here! When you follow those steps below, and search for your category—does that give you the information you're looking for?

      And a quick tip, to view a total—tap to select any transactions from your search and view the Selected Total near the top of the screen.

      Like
    • Nicole Okay, so by experimenting I can see how this feature works but it was not discoverable at all on hits own.  I do think I can make this work.

      The best practice here would be the auto-completing functionality that it used to have, so when you start typing a category it says "Category: Xxxx".  As it is, it's hard to know that you are searching over categories, or if you are typo-ing one, or if you are matching multiple, and if you couldn't remember the category name you can't discover it.

      Thanks

      Like
    • Slate Gray Banjo You're right! The mobile search does work differently than the web app.  You'll type your criteria in directly. For more robust searching and filtering options, then the web app may still be be your best bet. I'll pass that on!

      If you have any particular scenarios you'd like us to consider, doing so in a Feature Request would be great! The details can really help our team dig in, as they consider future improvements. 🙂

      Like
  • Yes this is still a really frustrating missing feature.  
     

    Faness Nicole after putting in feature requests, is there any feedback you can share from the developers as to whether or not this has made it into their backlog of features to add? Or is there no hope? :)

    Like
    • Slate Gray Banjo qtip Since this topic as posted, we've added a Mobile Search feature to the iOS and Android app! Here are the steps you can take to use Mobile Search on your device:

      • Tap on “Accounts” at the bottom of the screen.
      • Select either  “All Accounts”, or choose a specific account to search in.
      • The search bar is at the top of your register, or tap the icon. Type your search keywords in the search bar, and the results will be filtered automatically while you type.
      • To return to the search bar, you can scroll to the top of your register, or you can tap on the search icon in the top right of your screen.

       Give it spin! Does that help narrow things down, and find the transactions you're looking for?

      If that's not quite what you were thinking about, or would like to see additional search options—you can let our product team know by submitting a Feature Request

      Like
      • qtip
      • qtip.1
      • 6 mths ago
      • 1
      • Reported - view

      Nicole thanks much. This search looks very useful, and does 99% of what I want. .  Only immediate thought is it would be nice If it allowed searching specific fields (e.g. category:food  or payee:Johnson) rather than  always searching all fields.   But yes, for quick lookups, this is great. Thanks for pointing it out! No I just have to remember it’s there. :)

      Like 1
    • qtip Glad to hear you're finding it useful! It's one of my favorites. 99%—so close. We're always looking for ways to improve the apps, and the mobile search logic is no different. Our product team would love to hear any feedback you have!

      Like
    • Nicole She's pretty much saying the same thing I did in my latest comment.

      Like
  • I would like to add my vote that this feature be added to the mobile app as soon as possible. I still have the classic YNAB installed for referring to data prior to my migration to nYNAB and the historical category view in classic is fantastic and sorely missed in nYNAB.

    Please add this feature. I realize there are suggested alternatives, but they are not close to being as effective for my (and many others' as evidenced by this thread) needs.

    Like
      • Superbone
      • YNAB convert since 2008
      • Superbone
      • 1 mth ago
      • Reported - view

      Hot Pink Octopus The only way to "add my vote" is here:

      Feature Requests

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