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.
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.
Wonderful! I love all of the updates. I tell everyone I can about how great this program is.
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!!!!
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.
Great job! View my video comment and question here;
http://www.bubblecomment.com/id/i2jo
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Eric Lesin
213 804 4i81
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.
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?
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!