Category: Features
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New spending breakdown on mobile app
Have you noticed that on the desktop version of YNAB that Reports have been replaced by Reflect? Even better, on the mobile app, there’s a new Reflect option that provides an at-a-glance breakdown of your spending. I feel that reports have never been YNAB’s strength. I don’t tend to use reports a lot and when…
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Simplified targets are coming!
When YNAB added targets (back then they were called goals), it was such a great feature addition. But the target types were challenging to understand. In fact, it wasn’t until I took my training to become YNAB Certified Budgeting Coach that I actually understood the target types and could explain them. Even then, the ones…
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Revealing the running balance
When I work with clients, they typically share their screens with me. We’re often working on reconciling their accounts and I’ve learned that many of my clients aren’t aware of the Show Running Balances setting that’s hidden under the View dropdown next to the search box in any account screen. Here’s a photo of what…
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Help with categorizing transactions from major retailers
If you, like me, shop at Amazon or Target or other major retailers that sell a huge variety of items, it can be tedious to categorize the transactions. I think it’s worthwhile to do so, so that your budget contains an accurate record of your spending. YNAB has made it a little bit easier by…
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New Snooze a Target feature
As a coach, I get to see new features as soon as they’ve started rolling out, so it’s possible that you haven’t seen this in your own budget yet. But a new feature I’m excited about that showed up in my budget yesterday is Snooze a Target. You can now elect to disable a target…
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Focused Views are a dream come true!
YNAB recently launched its Focused Views, which allow users to select categories that they’d like to include in a single view of their budget. It solves one of the most difficult aspects of YNAB for me, which is finding the categories I need at any given time in my somewhat unwieldy budget. If you noticed…
