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

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  • Yes, there is.  Its with the Toolkit.  It is a Google Chrome extension.  Do a google search, "YNAB Toolkit"

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  • Hi Thank you for the heads up, I have installed the toolkit, however I see no option (obvious option) to enable running balances. Can you advise specifically which option in the toolkit must be enabled?

    Thanks in advance

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  • 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!

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    • Sky Blue Filly Thanks a million, just what i wanted, can't believe i didn't see it :)

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      • Green Case
      • Green_Case.1
      • 4 mths ago
      • Reported - view

      Sky Blue Filly Thanks for this. I just enabled the Toolkit extension but I don't see the settings you listed. Is there more than one toolkit to add?

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  • 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! 

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  • The running total option seems to have disappeared from the toolkit.  Having the running total for my accounts is essential for forecasting balances for future transactions each month.  I really hope that this can be incorporated into the base code for YNAB soon.

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    • Violet Cup (02c8bcb23602) I've found and repaired the option within the toolkit, I was blinded by tiredness, however my wish for it to be a standard feature for all still stands.

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    • Hi Violet Cup (02c8bcb23602) !

      I'm happy you were able to get things ironed out. You can share your feelings with our development team directly by submitting a Feature Request :)

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  • +1 for native development.  The toolkit is spectacular, but this feature should be available on all platforms, not just Chrome

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      • mteverest
      • mteverest
      • 2 mths ago
      • Reported - view

      J. Lefeaux +1 for me.  I'm on Firefox because my Chrome started getting too slow for me (the dreaded "Waiting for cache" issue).  I want to see the running balance to make sure the account won't run out of money after all the future transactions in the month are applied.  Sure I could calculate but...

      We have a checking account that doesn't have much.  Its use is solely for paying bills.  It will always be on the verge of running out of money.  I could super-fund it but...

      Is there already a feature request for this?  Or is it currently being worked on?

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    • mteverest can’t speak to future state with native YNAB but the toolkit is also available on Firefox. 

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      • mteverest
      • mteverest
      • 2 mths ago
      • 1
      • Reported - view

      Purple Tape Yummy.  I should have searched first.  Thanks so much!

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  • I must say I find it quite offensive that they don't have a running balance column. I would love to know what they were thinking when they decided to take that feature out of the online version... 

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      • adriana01
      • adriana01
      • 12 days ago
      • 1
      • Reported - view

      Slate Gray Falcon short-sighted, anyway. This & check numbers are two things that don't affect the method but do make life easier for anyone who is used to tracking accounts properly.

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