July 19th Release Note Query

"When a category has net positive spending, meaning the total amount of spending in the category is actually a positive amount (i.e. spent $100, got $150 in refunds), we now ignore it on the Spending Reports and don’t include it in the totals/averages in the inspector. We still show it in the list of category totals in the inspector, though."

When I saw the above in the Release Note I was immediately concerned how it would impact my use of the reporting but so far I am unable to find what has actually changed.  Can someone please expand on what change I should see when using the reports?

Thank you for your help. 

9replies Oldest first
  • Oldest first
  • Newest first
  • Active threads
  • Popular
  • Hah, I was the same, and will be looking for the answers to this thread! I think it means if the total activity for a month is positive, it will only get counted as 0? For me my concern is the averages in the inspector since I use those to determine how off my monthly goals are. If I spend €60 at the doctor and my health insurance reimburses me €30 the next month, I'd like this to be averaged correctly... And doing a quick test it seems to be so... Yeah I don't really know how to understand this either 😵 Thanks for starting this thread!

    Like 1
  • Since posting, I have tested this further and when I add an Income to an existing category to make it positive for the month the totals and list of transactions in both the Spending Report and IvE report both adjust by the amount I'd expect them to do.

    I cannot see what has changed and I cannot see how I'd expect or want YNAB to work any differently.

    Like 1
    • nolesrule
    • Been waiting 5 years for the Stealing From the Future fix...
    • nolesrule
    • 2 yrs ago
    • Reported - view

    I don't have new YNAB, but if the spending reports are pie charts like in YNAB4 (or even stacked bars for trends), you can't accurately represent a positive spending total in a particualar month as a pie wedge or a bar segment in a stack.

    Here's an example to think about. Spending is 100%. Let's say you have one category in which the only activity was a $10 refund. That refund represents -10% of your total spending. What does a -10% pie wedge look like in a pie chart?

    Like
  • I've just tried the same in Numbers and Excel and by default they use absolute numbers to produce the pie or doughnut chart.  Therefore 10 and -10 are represented the same and percentages of the other elements are correct.

    What is interesting about the latest YNAB implementation is the percentages are adjusted. I'm sure there will be a debate about which is correct.

    Like
    • nolesrule
    • Been waiting 5 years for the Stealing From the Future fix...
    • nolesrule
    • 2 yrs ago
    • Reported - view
    iwaddo said:
    I've just tried the same in Numbers and Excel and by default they use absolute numbers to produce the pie or doughnut chart. Therefore 10 and -10 are represented the same and percentages of the other elements are correct.

     That would not be representatively correct. There is no way to represent accurately an opposite-signed value in these types of charts, because each piece represents a slice of the whole. But a negative and a positve cannot both be represented the same way or the whole will not be accurate.

    Like
  • Sorry if this the wrong place for this question but: where are the release notes? I must be missing them, I don't seem them in the community links or the announcements forum...

    Like
  • I had exactly the same concern when reading this note!

    The only functional difference I've noticed is that the pie charts seem to exclude negative months (kinda... I didn't investigate too closely since I don't use the pie charts much, but something seemed off between the pie chart itself and the numbers displayed in the righthand panel of the chart).

    What really concerns me is the bit about "...and don’t include it in the totals/averages in the inspector", since as far as I know the "inspector" refers to the righthand panel on the budget screen, but I don't see any functional differences to how averages are displaying there (and like iwaddo and Coral Hammerhead have said, I wouldn't want those averages to change!!).

    Any clarification from YNAB-official folks would be appreciated! :) Faness Dan Janelle etc?

    Like 1
  • Hi iwaddo Resistant Punch Roller Coral Hammerhead (I think I tagged everyone who is asking?)

     

    nolesrule got it!

    nolesrule said:
    There is no way to represent accurately an opposite-signed value in these types of charts, because each piece represents a slice of the whole. But a negative and a positve cannot both be represented the same way or the whole will not be accurate.

     

    It was mainly a visual change, because the report has no way to "display" negative spending in a pie chart. So, before we made this change it just didn't look right (and wasn't accurate).

    It's been a long-running point of confusion for a few users, so it was time to fix it up! 😊

    Like 1
Like2 Follow
  • 2 Likes
  • 2 yrs agoLast active
  • 9Replies
  • 942Views
  • 6 Following