Label for color flags
I would like to know if there is a place to make a label for any color flags for the transactions ?
Because I'm affraid to forget the meaning of each color that I use occasionnaly.
If it doesn't exist, is it possible to think about it for a future release ?
I can think of a couple of ideas. You could add notes in the "Account Notes" section of one of your accounts, that can be found by clicking the edit pencil icon on the account name. You could also create dummy scheduled transactions (choose a date way in the future) and do not put any dollar amount in the transaction. Add in the memo section what the color means.
The 3rd party Toolkit for YNAB allows you to name the flags and will show the name when you hover the mouse over the flag. There are many other useful features as well.
Hey Caro! You're right - there isn't currently a native option for labeling flags. I love this idea, though, and our product team would love to hear more about it, too! You can fill out a feature request form here if you'd like 😊
That said, these suggestions are great! I particularly like the account notes section for this. Another (notably less elegant) workaround would be to use the memo section of those flagged transactions as a reminder of what the color indicates.
In the search bar at the top of your account's register you can search by flag color, quickly pulling up transactions you've left the same memo on, to jog your memory!
If you aren't using the notes field under your month, you could put the meanings in there, copying them across each month. I have stayed with just 3 colours, as I can't remember the meaning if I go any further. I didn't realise that Toolkit lets you name them. I will do that, but I rarely do much on my computer, mostly on my phone where toolKit can't help.