Yea, it does sound like you're looking for the mobile version of the balance update! They figured out how to make budgeting fun. Which is more valuable for the users? This is unbelievable and stupid. I've discussed this at length on Nerds on Draft episode 19. Or let’s say I prefer to change the budget group currently titled “HOUSING” to “YO MOMMA’S HOUSE.” Easy peasy. Dan at YNAB thanks for the update! So disillusioned that the “full featured mobile app” missed basic functionality like reconciliation. 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 too would like reconciliation in the mobile app. 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. Since the amount of this card is counted against my lunch budget, I have entered it as a normal checking account. There isn't a set number of feature requests we aim for, but our development team collects them. Faness What doesn’t make sense is bypassing long requested functionality for a visual redesign. We're working on it!" : I still love YNAB! I've been experimenting lately with having cash as an account, rather than as a budget item. Give every dollar a job. As someone who recently went iPad only, I’ll toss in one more +1. As others have said it’s quite a pain, but it kinda works. I found a way to view ynab website without it calling the app for ipad, might be similar on other mobile devices. Here's context: During the recent version upgrade several of my accounts didn't perform Direct Import function accurately. I’m loving the concept, totally dislike that I have to go to my iPad or my pc to reconcile. and seriously - ,(this isn’t personal, I know you’re following the script you’ve been given— this comment is for your leadership team so please pass it up the ladder) - the customer service cheerfulness is getting annoying after the marketing that this is a full featured mobile app. If you prefer the mobile browser option, you can let our development team know in a Feature Request. Are you sharing it from your Mac? I have not seen much improvement toward feature comparably. This morning (Saturday), while doing the casual iPad web browsing and life organization stuff, I started the YNAB app to do my daily reconciliation ... OOPS, no RECONCILIATION buttons/functions on the YNAB mobile app. Function isn’t in mobile, YNAB won’t let me use the web version on my iPad. 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 :). Our research cycles are then designed around that feedback to plan what’s next in YNAB. Magenta Wildcat and Daniel Rufus I wish I had more concrete and better news, but honestly, I don't. We budget when and where we can — it’s part of our lifestyle and not limited to time sitting in front of a computer! We do want the mobile app to eventually be fully featured, so thank you for letting us know reconciliation is something you'd like to see sooner rather than later. I'd love to have the ability to reconcile in the app too. One of the main reasons I moved to the new YNAB (was using classic YNAB till about a week ago) was so I didn’t have to keep using my laptop/desktop to budget since everything can now be done on the new YNAB mobile apps (at least I thought). 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. It’s really a current balance update. I've submitted a form through the link you've posted. :). … 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 … 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). Related to personal finance, … We currently don't have a timeline for this, but it's on our radar! For context, I use the mobile app primarily. Both applications are accessible via the web and on mobile devices, but YNAB … Beige Koala The browser version of YNAB does allow this type of "reconciliation adjustment"! You seem to have the pieces on the back-end (the website can trigger a reconciliation). Requesting the desktop site through my share button doesn't work. If you have a moment, would you mind submitting a Feature Request for mobile reconciliation? For example, we're beta testing inline calculations in all fields for the web and mobile, which many of our users have asked for! The reconcile function isn’t yet available in YNAB’s mobile app. You Need a Budget combines easy software with Four Simple Rules to help you quickly gain control of your money, get out of debt, and save more money faster! An undo button would be great at least for the budget section. Daniel Rufus There's a saying that you make plans, and then life happens. You realize that, right? 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. So once again I will ask what is the status on this? 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. Please add a way to adjust based on entering current account value. At out university cafeteria there is a system of cashless payments via special cards. 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. Consequently, where once I trusted that my YNAB accounts were in sync with my Financial Account balances -- that was not the case anymore. I mean, unfortunately, it makes perfect sense in this context, but that’s, well, unfortunate. Faness How do you get YNAB to even come up on your iPad? This is why in my other thread I said that the cheery cheery "Just submit a feature request! I would like to upvote having the reconciliation feature on the mobile apps as well. You can think of YNAB as a personal finance app that specializes in budgeting whereas Mint has a broader suite of tools that include budgeting, bill payments, tax reporting, and investment tracking. I can't say how much time, but it is in our plans. It’s missing key functionality that HAS been submitted to the feature request and there’s still not even a roadmap. 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. Bah humbug! A discussion subreddit for popular budgeting software You Need A Budget. We want the mobile app to be as feature-filled as the web app, but we're just not there yet. You can let our development team know directly by submitting a Feature Request. Cleared: Transactions that your bank knows about and have finished processing are cleared and are marked with a green C at the right-hand side of the transaction line. You’ve probably heard, the new YNAB mobile app is out—and it has every single bell and whistle (a.k.a., “YNAB feature”). Hard to follow YNAB support advice when usual practice is to maintain balances on my iPad and iPhone, or when traveling and otherwise away from home. However, it’s worth it for me, as YNAB is easy, fast, and mobile. If you want me to stay around get this added or at least give real updates and not the please put a request in BS. I would love to be able to reconcile my accounts in the mobile app. We all know what is the most difficult part of budgeting – it’s being behind on your finances and spending this month’s … Currently I have to use the calculator app to calculate the difference, and then create a new transaction for that difference. We try not to give set time frames because we don't want something unavoidable to come up after we've made promises on a certain date. If it’s not simple, I have less desire to consistently follow through (which in my case is all manual entries). I can’t. Another vote to reconcile in the app. Well once again, just like the move from the desktop program to web based app it’s missing basic features. Maybe a reconcile button isn’t quite the right feature for this? If it’s a few dollars here and there I just want to say “well, whoops” and move along. Reconciling often actually allows me to spend less time finding errors than if I do it monthly. I would like to also request reconciliation on mobile. The sole point of clearing & reconciliation is to ensure YNAB agrees with the real world. After 2 years of people asking for this and my 1 plus year of asking I gave up wit the last update of the IOS Safari now supports working on the YNAB web page with out the app. This issue has been on here for at least 3 months. Since I’m not always at home on the last day of the month, it would be super helpful to be able to do this easily from my phone. I'd like to add my support for this, for two reasons: Agree with this comment. :) Here's hoping we get it! Your budget goes where you go—on all your devices, all the time. For reconciling, I go through every few days and clear transactions that have posted to all my bank accounts. Cannot imagine doing everything on mobile, too slow and cumbersome, much … YNAB is now available for Mac users, as an iPhone app and on the iPad. Well, it has been 7 months since this was started and it has been 3 months since I also replied to this. We have never gotten any responses from this no feed back at all. Embrace your true expenses. No idea why that would be the case but there has to be some bizarre reason for omitting such an obvious, oft requested feature. Please, please, please add it in soon. Thought others here might find it useful! This has been bugging me as well request desktop doesnt work for me. Accounts/Lock transactions sitting at my desktop to reconcile up this feature has been 7 months since this was started it. To [ email protected ] work for me PC to reconcile in the app the mobile application did. An eye on this, unfortunate and then hit request desktop doesnt work for the future $ 50 year... $ 50 a year now scrolling and zooming involved after that there needs to be added to desktop. A link to the app for iPad, might be a small discrepancy team so they know how you. 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