Running Balance Column
Is there a way to add a running Balance Column, as you could do in YNAB 4. Yes I know there is Working Balance, however have having the ability to see the running balance at each transaction if very beneficial especially when trying to identify a transactional mistake
On the left, there are choices of General, Account Screen, Budget Screen, ect.... Choose the Account Screen. Scroll down to bottom of page and look for "Show Running Balance". There are 3 options. Choose the one you want. Click on Save at the top. Now go back to YNAB and refresh your browser. You will get your running balances!Reply
Hi Orange Case !
The YNAB Register doesn’t have a running balance, but I appreciate you letting me know you’d like to see one! I’ve sent your request along to our Design Team so they know about it. To give you an idea of what happens next, they collect suggestions like this in a database. Pretty much every day, they look through that database while asking themselves questions—like “What problem does this solve?” and “Does this align with the YNAB method?“. This helps us plan for the future of YNAB, and we couldn’t be more grateful for your feedback!
We do have one other feature I thought you might be interested in—the Selected Total feature can help you figure out the balance of your account on any particular day:
* In the search field, begin typing the date you’d like to check.
* Click on “On or Before [Date]” from the drop-down menu.
* Select all the transactions using the checkbox above the first transaction.
In the upper right corner, you’ll see the Selected Total value which is the balance of the account on that day.
Of course, you can use the Toolkit as well. 😊
Let me know if you have any more questions at all!Reply