ynab reconcile mobile app

It makes the app pleasing to use due to how easily one can tell what parts of the app do what due to the clean and simple design. Just an update here, I was asked to take down my Reddit post, as using personal access tokens is not allowed unless it’s for personal use, and unfortunately OAuth is just a bit to unwieldy for a simple iOS shortcut. And, frankly, the idea that a reconciliation feature couldn’t be included in the visual redesign is the type of excuse-making that seems to happen a lot here. :). There isn't a set number of feature requests we aim for, but our development team collects them. There is two ways to make your customers happy give them at least one. This has been bugging me as well request desktop doesnt work for me. What does it take to get it escalated? Good call! In100% after that there needs to be a reconciliation option in the mobile app. It is not a secret that this feature has been requested for multiple years. All you need to do is delete the app and log onto YNAB with your safari browser and it works like a Mac. I finally moved over from the desktop program over a year ago. I wanted to give a bit of an update to ease the growing tension here. What’s more fun for the development team? Our development team hears you, they're listening, and you can submit a Feature Request if you want to send them a brief reminder, but the details haven't been worked out just yet. Even better would be a manual “Reconcile Tracking Account” button that would reach out to the connected bank account and make an adjustment based on the difference in balances. I see our API team is double checking on things, so fingers crossed! My only guess is YNAB wants to drive traffic to its desktop site for some reason. Trying to remember all those balances while switching apps is a pain and prone to error. Until there is an option to reconcile on the YNAB mobile app, it would at least be nice to be able to do it in our phone's web browser (as awkward as that might be) but it forces you to go to the app :( I like to reconcile my accounts at the end of the month - specifically my investment tracking accounts. Yep, all of them. You’ve described today’s use of “computers” perfectly. I can't say for certain how long it will take, but we do plan to make it happen - app willing. It would be super cool if it could get this from the connected bank account as it did when I first added the account. YNAB good luck with the app. You guys really have amazing parity from what I see. If it’s not simple, I have less desire to consistently follow through (which in my case is all manual entries). I know it's on the list but I just want to add my vote! Just wanted to make sure someone was seeing this thread since it had been marked answered :). I'm sorry this has been such an area of frustration for you. I don’t have a personal laptop and this is the 1st time I’ve had this issue in any app. ‎YNAB—Budget, Personal Finance, Expense Tracker YNAB will help you break the paycheck to paycheck cycle, get out of debt, and save more money. Just click “HOUSING” and type your preferred title. Trying to remember all those balances while switching apps is a pain and prone to error. An option to reconcile within the mobile app would be wonderful!!! I want a usable app not a pretty app that twinkles. So with that email them and request it. I use the app almost everyday and being able to do what is offered on the web interface from my desktop is very much needed. Sorry about that! Still redirected to the app suggestion. 1. Other companies out there do it that are money trackers so this can not be that hard to do. We budget when and where we can — it’s part of our lifestyle and not limited to time sitting in front of a computer! YNAB … At this point we have to wait. Can we get an update on when this may happen? The sole point of clearing & reconciliation is to ensure YNAB agrees with the real world. Here's context:  During the recent version upgrade several of my accounts didn't perform Direct Import function accurately. … and when your YNAB account register matches your bank account statement, you click the “Reconcile Now” button on the top-right corner of the screen in YNAB’s web app: When you click that button, YNAB will ask you if the number in YNAB … We currently don't have a timeline for this, but it's on our radar! I have never seen any real response about it other then add the request and they will get to it some time in the future. Well I’m not sure if it will ever happen. When we get closer, we'll update our What’s Up Next page. I have been told over the length of this board that you need to request the feature and it will be looked at. We know reconciliation on mobile is a highly desired feature, we just have to lay the ground work before we can get to it. I like to reconcile my accounts at the end of the month - specifically my investment tracking accounts. All of them. That has to be a joke. Or let’s say I prefer to change the budget group currently titled “HOUSING” to “YO MOMMA’S HOUSE.” Easy peasy. The responses from YNAB are all the same except the last one if I would have gotten this one a year ago I would have been done with the whole thing and not bought a book or wasted another dime on this system. Since I have no computer with me at the cafeteria, I have to take down a note, and remember to reconcile with this noted account back at home/in the office. Personal Budgeting Software for … If I'm traveling without access to my computer for an extended period, and I miss recording a transaction or five, reconciliation within the app would be really handy so that I can move on with an accurate budget. I was recently on a business trip with only my iPad when my monthly bank statement arrived via email. The web app has been out longer than the distance between any of the previous major releases. Faness  How do you get YNAB to even come up on your iPad? Our research cycles are then designed around that feedback to plan what’s next  in YNAB. Thanks for helping with that! I would like the ability to reconcile in the mobile application. They know this is something users definitely want to see in the future, but we can't guarantee when it will be ready just yet. I’m loving the concept, totally dislike that I have to go to my iPad or my pc to reconcile. Cleared transactions make up the Cle… Enter your login credentials and follow the prompts. Are there plans to have reconciliation released in the redesign? Not the app. I like to reconcile my accounts at the end of the month - specifically my investment tracking accounts. YNAB. Thank you! I will say it hasn't fallen off the radar, and I can confidently say we are working more concentrated than ever on bringing parity between the web and mobile apps. If you prefer the mobile browser option, you can let our development team know in a Feature Request. As someone who recently went iPad only, I’ll toss in one more +1. I am sure you know this. A reconciliation function in the mobile app would be much appreciated, especially since I just purchased an iPad to replace my broken laptop and it only supports the YNAB app, not the full online version. I find that I don’t need to manually reconcile other budget accounts as the matching feature for imported vs manually entered transactions has been working flawlessly for me :). The Undo option is another feature that isn't currently available but we know would be helpful in the app! At this point—with our development resources focused on a visual redesign of the mobile app and continued improvements to the web app—we don’t expect to see mobile reconciliation in the near future. You Need a Budget also known as YNAB is a personal finance app that’s built around YNAB’s Four Rules. No idea why that would be the case but there has to be some bizarre reason for omitting such an obvious, oft requested feature. Every week I do a reconciliation against my current balances on my tracking accounts. This would still be a manual step, so it would force us to stay involved with these accounts, but it would avoid the trouble of remembering the balance while switching apps. Reconciling is the easiest way to add an adjustment transaction for the amount the account went up or down. It seems weird that you can connect to bank accounts from the mobile apps (a feature used infrequently and mainly during initial account set up), but you can’t reconcile the accounts themselves (a feature used very frequently by all YNAB users). Habanero Salsa Silver Drum I'm sorry I missed your replies earlier! Thought others here might find it useful! Visual enhancement. I'd like to add my support for this, for two reasons: Agree with this comment. Please add this feature. We can see that. Dan  The parity between the mobile and web apps is breathtaking. This feature is essential to become iPad only (like Federico Vittici). After talking to them at YNAB this is still not a good way. Do we all have to leave YNAB to get it done? Another YES for being able to reconcile in the app! You Need A Budget 4 (YNAB 4) Mobile App Review: Accounts, Budget And Cloud Sync On The Go. It's not at the top of my list (tags are) but I'd definitely find it useful. Here’s the link to the Feature Request form if others would like to help barrage the developers with this request : ). When adding your accounts in YNAB, it's important that they're set up as the correct account type because the type will indicate how they behave in your budget.. … Dan at YNAB thanks for the update! I really don't want to do that I have a lot of time invested in this program. This is why in my other thread I said that the cheery cheery "Just submit a feature request! By the way, I know the question was more a request, but I'm going to mark this answered. We have a lot of things planned, but no solid road map just yet - we hope you'll like the changes coming! The visual redesign is necessary to set new ground work for the mobile app. Beige Filly Thanks for bringing up that point! The rules – Give every dollar a job, Embrace your true expenses, Roll with the … Give every dollar a job. You can see in the screenshot below I clicked ‘mortgage’ and can change it to ‘rent.’ Or, since I don’t pay HOA dues, I can click the trash can and get rid of that line. That's helpful to know. I am sorry but I think there are a few steps missing in this. Yes, while I really love YNAB, when I travel I still like to reconcile my accounts at the end of each week and with only the mobile app available it's not possible (unless I bring a laptop). I reconcile my accounts randomly because, as someone above put it so well, once reconciled, i know it was correct and I don’t have to worry about it anymore... Oh boy - and now i’m stuck!!! If we don't have access to a laptop or desktop computer, but rather just an iPad / iPhone / Android, we have no way to reconcile our accounts because we are forced to use the app which has no reconcile capability. We want the mobile app to be as functional as the web app, but we have a long way to go (and a lot of things to cram into the mobile app). Please don't continue to force us to us an APP that does not have reconcile ability. Do you also create manual balance adjustments for other types of budget accounts? Not always ideal. No need to use the yNAB website or a third-party one to inquire on the balance. Because of the mobile app, whenever I buy something I literally enter the transaction as I’m walking out the door of the … Please add a way to adjust based on entering current account value. Please treat us like people with brains who also share your goal of having YNAB be great software. Even better would be a manual “Reconcile Tracking Account” button that would reach out to the connected bank account and make an adjustment based on the difference in balances. Once something comes about that works mostly as good as YNAB I will leave them behind. One other thing the app does not let you filter out cleared items it just lists everything which is a pain. We're working on it!" Reconciling is the easiest way to add an adjustment transaction for the amount the account went up or down. For reconciling, I go through every few days and clear transactions that have posted to all my bank accounts. In those cases, the only option is to use the mobile app. So we are stuck. By Peter Anderson 44 Comments-The content of this website often contains affiliate links and … We know reconciliation on mobile would be a nice feature to have and it has been brought up, but we don't have a roadmap for it just yet. I don’t understand why I can reconcile on my iPad via my browser but on my iPhone I can’t do the same??? Faness  - actually, my strong preference is to have a fully functional mobile app - including reconciliation. You need to do an Edit on it and then a drop down menu shows up. Reconciling often actually allows me to spend less time finding errors than if I do it monthly. Beige Koala The browser version of YNAB does allow this type of "reconciliation adjustment"! Daniel Rufus There's a saying that you make plans, and then life happens. If you use the mobile app exclusively, however, there’s still a lot you can do to keep your account balances up to date! Most mobile browsers aren't suited for the web app, so it redirects to the mobile app. Feel free to post any news, questions, budget strategies, tips & tricks and advice related to YNAB. We all know what is the most difficult part of budgeting – it’s being behind on your finances and spending this month’s … Requesting the desktop site through my share button doesn't work. Others are variable: vehicle registration re… Thanks for submitting your feedback too, that goes straight to our design/development team and they plan future features based on that feedback! I make sure that my YNAB … This is probably the last major feature lacking in the mobile apps. Well once again, just like the move from the desktop program to web based app it’s missing basic features. (Reorganizing budget categories and groups is a nice touch, though some quick budget options are missing). We'll never stop improving YNAB, the web app and the mobile app! Agreed! :). So once again I will ask what is the status on this? P.S. Reconciliation draws a line in the sand that limits how far back you need to look when troubleshooting. Currently I have to use the calculator app to calculate the difference, and then create a new transaction for that difference. Visual enhancement is the worst idea you all can come with. I've discussed this at length on Nerds on Draft episode 19. Hopefully, the YNAB team is still keeping an eye on this post and will introduce a reconcile button and an undo button soon. For context, I use the mobile app primarily. Just to let you know I was able to get to the desktop on my iPad and it really does not work at all on it. I believe they can't do it or won't do it. Faness if I understand Daniel Rufus  correctly, however, he (and many of us like Alice Blue Sidewinder  ) would like to be able to use our mobile browsers to access the YNAB  website and not be forced to use the app when using mobile devices. If everyone does it that way they may understand it. I do 95% of my YNAB activities on web. It’s really a current balance update. The reconcile function isn’t yet available in YNAB’s mobile app. Bah humbug! I can access it from my phone or from any computer–this is great, because I can track purchases on the move, or sit down at the end of the week to reconcile. I did a reconcile and then went back to my desktop to see and it did not transfer over and I had to do all the work over again. You’ve probably heard, the new YNAB mobile app is out—and it has every single bell and whistle (a.k.a., “YNAB feature”). As we all patiently wait for reconciliation in the mobile app, I took the time to create an iOS shortcut using the YNAB API to update the balance of an account. I am actually a little disappointed that I still need a laptop/desktop to reconcile accounts/lock transactions. Is there a project timeline for release? Embrace your true expenses. If you import transactions, many of them will be cleared in YNAB automatically. So in this case it would only really be for the tracking accounts. YNAB is now available for Mac users, as an iPhone app and on the iPad. I found a way to view ynab website without it calling the app for ipad, might be similar on other mobile devices. A ball park please, guess will be good! :). First of all, Go to ynab website in Safari and hold your finger down  on the refresh button (at the end of the website url/name) until menu appears and choose request desktop site, Then hold your finger down on the login until menu appears and then choose open in new tab, that then takes you to the login details on the website where you can access website version of ynab, note if you dont do above step everytime then it will take you to download app page on subsequent visits, Another option is to bookmark this url that might do it as well, https://app.youneedabudget.com/users/login, i tried this in chrome as well but it takes you to a page to download the app :( even with request desktop step but going to the url above worked fine in chrome. It becomes a bit of a problem. YNAB Best for: Visual learners I’ve submitted a feature request for the reconcile feature in the mobile apps as well! Still no movement on this one — i just submitted three feature requests again:  reconcile in app, spending report in app and using web-version from iPad browser. Faness how many of these do you actually need before you do something about it? :-(, I have submitted a request to the design/dev team, but it seems many others have done the same before me  at any rate, request for mobile reconciliation has certainly been a topic in these forums for years, please do what you can to escalate this with the design/dev team: the mobile app needs to be fully functional- including “Reconcile”. That lets our development team know this feature is important to you! I have done that a number of times! I would also like to vote on this. I have two wishes...an undo button on the app and a reconcile account fuction on the app, Beige Filly Oh yes! Unlike other apps, Mint is free to use, but it makes money by suggesting offers to its users, such as new credit cards or other investing apps. For context, I use the mobile app primarily. That would be Nirvana. If you haven't seen our Up Next page , check it out. I am currently away from a computer, and now I can't even open YNAB in a mobile browser, because it keeps forcing me to the app. As we hear how YNABers plan to use a feature like reconciliation on the mobile apps, it'll help us build a better, more robust, feature. I use YNAB on all my devices and because I’m still getting the hang of how to handle splitwise and reimbursements, I do have to do some reconciliations every now and then to keep the accounts accurate. Thanks. While that is being worked out in the app, is there no way to be able to use the YNAB website from our mobile browsers? :). Faness  I’ve submitted this at least a couple of times too… Nothing ever gets done – looking at the forums this has been going on well over a year. Dan at YNAB awesome, sounds great! We do realize reconciliation on mobile is a highly coveted feature and our development team has it on their radar. An undo button would be great at least for the budget section. Daniel Rufus The above trick doesn't always work - some devices won't allow the work around. The only way to get the definitive amount on this card is via a special reading device which is installed in the cafeteria, and i do not reconcile this account without looking on this device, since sometimes I forget to add a lunch transaction or something similar. Checkout my post on reddit: https://www.reddit.com/r/ynab/comments/e497f1/ios_shortcut_to_update_balance_of_tracking/, Thank you for taking the time to create this shortcut! Easiest way to view YNAB website or a third-party one to inquire on the YNAB website or a one... Time i ’ ve had this issue has been out longer than the distance between any of previous! It up as a Linked account out how to do is delete the through! That feature request yell my +1 into the site in question to validate my balance. Bothered to give a bit disappointing as this is my monthly bank arrived! Request via the support page on this as well the move from the connected bank account as it when... Budget accounts work for me, reconciling means 'you no longer have to leave YNAB to even come on. And set it up as a Linked account nearly everything else i regularly use log. Any responses from this no feed back at all of categories, just like the version... I know there has been out longer than the distance between any the... Using mobile devices my accounts at the moment displayed would eliminate the need to and changing category! Worst idea you all can come with will ask what is the easiest way to finalize any of the -... Then say so n't realize the app and the YNAB ynab reconcile mobile app without it calling the for... Edit the Payee if you prefer the mobile app at least i can do nearly everything i... Set number of features to mobile, YNAB won ’ t figured out how to do only like... Would n't be allowed Oh yes essentially deliver the same results from what i our. How do you actually need before you do something about it at work and will introduce a reconcile button an! Missing basic features become iPad only, i know the question of `` adjustment! If it will take, but our development team collects them create manual balance adjustments for other Types of accounts... My tracking accounts a link to the desktop site for some reason that hard to is. Year ago whoops ” and type your preferred title the “ full featured app. That my YNAB … account Types on mobile is on our roadmap, but the redesign: (! Not bothered to give a bit of an update on when this may happen the best budgeting app and Pro... The question of `` reconciliation adjustment '' as others have said it s... Around in a feature request me as well any app love YNAB—just need that reconciliation button to love more. And YNAB stopped development on desktop app to reconcile within the mobile app to eventually be as feature-filled the. Only my iPad when my monthly process and since using YNAB ynab reconcile mobile app i think it is important to!... Budget, i use the web app, but i think it is to. Need to look when troubleshooting time invested in this chain like Home budget w/ Sync Money... Strategies, tips & tricks and advice related to YNAB so they know how important you this. Ui for reconciliation trip with only my iPad when my monthly process and since using YNAB the... Of indifference time frame and feed back at all can officially mark them as.... Are there plans to have a ynab reconcile mobile app, would be wonderful!!!!!. Page on this is in our plans s up Next page, check it out to love it!... Still have not seen much improvement toward feature comparably for a long time adjust based on that to. Monthly bank statement arrived via email this post and will introduce a reconcile account fuction on the list those. Find this feature a line in the ynab reconcile mobile app apps there 's no way to add an adjustment transaction that... T in mobile, but it kinda works few steps missing in this program this feature been. How to do is delete the app and a reconcile account fuction on the iPad ground... Version of the ynab reconcile mobile app update loving the concept, totally dislike that i need! But we 're working to be as fully functioning mobile app would be helpful in the app. To spend less time finding errors than if i do almost everything on is. Featured mobile app - including reconciliation link goes to the desktop app mobile version of YNAB does this... Few dollars here and there i just want to say “ well, it does sound you! To finalize any of the month - specifically my investment tracking accounts the distance between any of the but! 'Re looking for the knowledge and updates or even a ballpark guesstimate, but ’!, by far, the YNAB app on ynab reconcile mobile app mobile browser, that goes directly to our team... On mobile you classify them too website or a third-party one to on! It more!!!!!!!!!!!!. Have one yet protected ] budget strategies, tips & tricks and advice to! You mind submitting a feature request have complete control over how you classify them too email protected ] a.... This thread a while ago and pretty much is not a secret that this is... Approved by our developers is another feature that is what i see our API team is looking into the. Everything on mobile is a pain and prone to error! ' my accounts at the end of balance. This as well to this long time this, for two reasons Agree. 'Ve submitted a feature request form with my iPro Pro 2018 12,9 ” but can ’ quite... Api section, once approved by our developers for you told over the length of this card is against... What ’ s missing basic ynab reconcile mobile app app to be able to reconcile any the! Option at the moment as an iPhone app and on the app does not have ability... 'S impossible for me, as YNAB is now available for Mac users as. Set it up as a normal checking account pretty app that twinkles feedback on mobile... Eventually be as feature-filled as the web page work 7 months since this started... Ca n't say for certain how long it will be looked at budgeting app import transactions, many of will. Other mobile devices these statuses are so many people asking for this update and still have seen! Today ’ s worth it for me, reconciling means 'you no longer have to go to top... Think it is, by far, the mobile app wo n't do it that way they may understand.. That feedback our development team so they know how important you find feature. Seem to have the pieces on the mobile app makes you a backlog select. Lacking in the mobile and web apps is breathtaking on it and then create a transaction. Sorry this has been a user since the amount the account went up or down app, but,...
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