We’ve also made some changes to the automatic category assignment logic to reduce the likelihood of inadvertently categorizing a transaction to a hidden category, which can wreak havoc on your budget. We’ve improved the alerts, options, and behavior present when you attempt to save a transaction without a category assigned.Do I have enough money in my vacation category for this sweet beach trip? Yes, yes in fact I do. When entering a new transaction, should you choose a payee that is already associated with a particular category, we’ll scroll directly to that category in the designated popover so you can easily see its balance.
Pro-tip: click that counter to see the full list of transactions as they appear in the register. We’ve also added a clear button to the search bar and a counter to show how many transactions will be impacted by a payee merge. We’ve added Undo/Redo buttons to Manage Payees! Accidentally merge two payees that should be distinct? Never fear! You can now undo and redo to your heart’s content.This semi-secret option has long been available in the mobile apps and now you can take advantage of it on the web as well. YNAB will now automatically distribute any money leftover in a split transaction between the designated categories.No longer! We also edited some of the copy on that screen to clarify which balance it is that you’re actually adjusting. Previously they entered as uncleared and that was confusing. Balance adjustment transactions made from the Edit Account screen will now enter as cleared.We’ve also renamed the current “Import” button to “Bank Import” (if you haven’t yet set up Direct Import for that account it will appear as “Link Account”). In each account register you’ll now notice a “File Import” button that will get you started. Do you use File-Based Import? Do you know about File-Based Import? If the answer is no, it might be because previously it wasn’t that obvious that File-Based Import was even an option! No longer.
Look for the new “Bank Import” button in the toolbar and import away! Also in the toolbar in all registers, not just All Accounts, you’ll notice that we’ve folded the Filter menu into the View menu. Ever wish you could import transactions all in one fell swoop from the All Accounts register? Now you can.So big in fact that I am going to use bullet points, because what better way to ensure each of these enhancements gets their time in the sun? It’s like giving each one of them their own personal beach chair-can you tell I’ve been craving some time at the seashore? Anyways:
Added an upgrade banner message for liability tracking accounts to migrate them to a loan account.īrace yourself fellow YNABers, we’ve got a big one today.New visual design for loan accounts to add a pay down calculator.Visual changes to the inspector for categories paired with a loan account to show the benefits of budgeting more money towards paying down a loan.Added a new category target for loan payments with payoff date and total interest estimation.
As for these release notes, we’ll remain brief: We’re really excited by the first impressions you’ve been sending our way, and by seeing some of you already start to budget more money to pay down loans faster!Īll the details about these new features, including some amazing examples from our internal testing team, can be found in this blog post. A lot of you have noticed our gradual release of the new features to help you track and pay down your mortgages and loans… with this release we’re finalizing this phased release for the last accounts that remained.