Auto-cleaning of payees on import, auto-categorization… and you can export all of your data to Excel (File -> Export).
To download the beta, make sure you register at the forums.
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This is The Wallet. My name is Jesse Mecham, founder of YNAB. Here I focus on the YNAB methodology, software, personal finance, and more.
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kap
December 12, 2008
Wonderful! I love all of the updates. I tell everyone I can about how great this program is.
sim
December 12, 2008
Thanks for this, this is the one thing I really missed from microsoft money. Hopefully with the new version I can get back on track with my budget!!!!
Michael
December 12, 2008
Cool, like the Excel export function. Not so big on all the automation stuff, I like entering it all myself. Guess that means I’m old fashioned.
Chris Miller
December 12, 2008
Great job! View my video comment and question here;
http://www.bubblecomment.com/id/i2jo
Eric Lesin
December 12, 2008
I would like to sell your product from the MyCreditHell Website. Please contact me as we feel that your program may benefit our subscribers.
Eric Lesin
213 804 4i81
jb
December 12, 2008
Very useful capability. I probably shouldn’t admit it here, but I’ve not YNAB’ed this year and this capability will be helpful in categorizing my debits for 2008. Thanks, guys.
drasmom
December 13, 2008
I download from my bank in the OFX format and my payee columns list most transactions as ACH-DEBIT or POS-DEBIT. The memo column is the column in which the payee names from the bank appear. Is there a way to set rules for what appears in the memo column or is there a format that will download the payees to the payee column?
Shyfter
December 23, 2008
Auto-categorization is implemented very nicely. I am pretty sure this feature alone will have me heaps of time and prevent all manner of errors when entering transactions manually and when importing. Keep up the excellent work!