Quickly See all Underfunded Categories

Is there a way to quickly see all underfunded categories in my monthly budget? When I have the budget collapsed, there is not even any indication as to which budget groups have underfunded categories as far as I have been able to tell. I did install the tool kit hoping this would be an option there, but don't see that it is, although there are a lot of other great features!

I am not yet at the point of being a full month ahead so have several categories left underfunded during the first part of the month. When additional money comes in, I fund these, based on priority and what is coming due before additional money arrives. I realize I can use the quick budget option to fund all underfunded categories at one time, but that looks like a scary option with the potential to make a big mess in my budget. I don't always have enough to do everything at one time anyways, rather need to decide where to put the incoming money I do have, based on priority. This would be a much easier task if I could see all of the underfunded categories at one time, without hunting through each group to find them.

I am relatively new so may be missing a way to do this?

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  • Hello, Tomato Pilot ! That's not a current feature we currently offer, and I like the idea very much.

    If you’d like to submit this idea for consideration to our product team, please submit a Feature Request. (Thanks!)

  • Thanks, I will put in a feature request for this. Right now I am using a unique emoji in the name of the category group if there is an underfunded category within that group. This is very manual and I have to remember to add/remove the emoji from the group name as changes are made, but it is easier than going through each group to find them.

    • SpringChick It took me a minute to realized you changed your name, and I was like, "Why am I calling you Tomato Pilot? What is a tomato pilot?" 😄

      Do you have your categories in priority order? One thing you could do is reorder categories so the highest-priority ones are at the top of your budget and get funded first. I realize this isn't a perfect solution, but even if you were able to do it only partially, it would still make underfunded categories easier to spot by clustering them.

      • WordTenor
      • Not throwing away my shot.
      • WordTenor
      • 2 wk ago
      • 1
      • Reported - view

      TFW YNAB support is being tripped up by bad decisions made by YNAB support...

      Like 1
    • WordTenor I mean, that was a year ago. It's not like we would still be doing the humorous default username thing...

      ...uh oh.

  • Hi! I second this request (will also fill out the official request).

    I've been YNABing for a year, pretty comfortable with it, but for some reason March has an Underfunded amount that I can't completely account for. Some of it, I can (e.g. newly created category)... but the remaining part baffles me.

    Would be fantastic to find out at a click where the Underfunded amount is coming from.


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