Notes per month per category

 Hello and happy new year to all! 

Is there any way to have notes per month per category? 

 

Thank you, 
Chris

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    • Ben
    • Toolkit for YNAB Designer & Developer
    • furiousfalcon
    • 2 yrs ago
    • 2
    • Reported - view

    Unfortunately, no. You can have notes per category (globally, for all months), or notes for a specific month, but not individual notes on the category per month.

    Like 2
      • mteverest
      • mteverest
      • 1 yr ago
      • Reported - view

      Ben Pardon me for resurrecting this thread.  I cannot find this global category note that you mentioned in your reply.   Has that feature been removed since then?

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      • mteverest
      • mteverest
      • 1 yr ago
      • Reported - view

      Ben I happen to have a lot of notes in my classic YNAB categories.  I was hoping they'd be preserved when I migrated or that I could at least re-enter them somewhere.

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    • mteverest The global notes per category are still there. In the web application, if you click on a category you can see its activity (budgeted, spending, etc), then the goals you've set and finally the notes section.

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      • Ben
      • Toolkit for YNAB Designer & Developer
      • furiousfalcon
      • 1 yr ago
      • Reported - view

      mteverest Those notes should be at the bottom of the inspector -- column on the right in the budget when you select a category. It's at the very bottom, after the goals section. Depending on your screen size, you may have to scroll to see it.

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      • mteverest
      • mteverest
      • 1 yr ago
      • Reported - view

      Ben Thank you both.  It is indeed there.  Classic YNAB also lets me add notes to categories.  That doesn't appear to be the case with nYNAB anymore, correct?

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      • mteverest
      • mteverest
      • 1 yr ago
      • Reported - view

      I meant master categories.s

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      • Ben
      • Toolkit for YNAB Designer & Developer
      • furiousfalcon
      • 1 yr ago
      • 1
      • Reported - view

      mteverest Correct, I don't believe you can add notes to category groups.

      Like 1
  • Hi just_sb__ !

    Thanks for letting us know you were looking for that option! I'll pass it along to our development team as a feature request! :)

    Like 4
    • Faness Hello there! 
      Is there a status update on this feature? 
       

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    • Hi just_sb__ !

      Thanks for checking in here! :)

      Our shift to a web-based model means we can bring you continual updates, but our team can only focus on implementing a few of these changes at a time. That being said, I can't guarantee a timeline on any future features.

      We try to keep our What’s Up Next page updated with current improvements in the works. The notes feature hasn't made it there just yet, but that doesn't mean it won't in the future!

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  • Will this feature eventually be added to the new YNAB? YNAB 4 had this nice feature. Why did it go away in the new YNAB?

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  • I also support this feature request

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  • I'm not sure if there is a max limit on the category note length but if I need to keep up with a note date I just preface it with the date when entering the note.  I do this for instance to keep up inflows and outflows for a particular category.  I actually like this better than the YNAB 4 notes in that I can see all notes for a category at one time without scrolling back to each month.

    Like 2
  • Just migrated from YNAB 4. Super missing all the options for notes in YNAB 4! Pls add.

    Like 1
  • We're looking for this too. Finally decided to move from YNAB 4 -- hasn't been easy.

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  • Please add this feature. I miss having it in YNAB 4.

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  • Hi all!

    When you have a moment, please submit a Feature Request for this option. That form goes directly to our Product Team so you can share exactly how you'd like to see that feature perform and they can gather a few more details. :)

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