What?! There’s a new version of YNAB coming? Yes. It’s YNAB 4, and it’s awesome. If you missed the announcement, you can catch it here. We talk about pricing, availability, etc.
We’ve improved the Register in more ways than I’ve just mentioned here, but I wanted to go through some of the main changes.
We were able to give each individual transaction significant vertical breathing room, increasing the height of each transaction by 35% while only sacrificing the number of viewable transactions on the screen by 20%. We don’t see the loss of those viewable transactions as a real loss at all. There’s very little use case for being able to see six more transactions in a list, but there’s a huge use case for increasing the legibility by upping the vertical spacing and the font size.
So where did the other 15% of the vertical win come from?
- We removed the “Account Actions” button in YNAB 3 and made account manipulation (Name, On/Off Budget) only manageable from the sidebar on right-click. It’s not an oft-used feature and didn’t deserve the prominence it was getting.
- The account title is no longer top-left. The selection on the left in the sidebar does a good job of telling you where you “are” in the software.
- The transactions edit dropdown was moved to the top-left spot.
- The date filter was moved to be left of the search field.
- The column chooser was given its own spot as a column header.
- The Select All, Select None options were removed (the checkbox in the header has the same functionality, so those links were redundant).
We gave the footer a much more active role in YNAB 4, where you can now initiate the reconciliation process, or open the Schedule Transactions window.
The “window” in the footer is particularly useful. When one, or no transactions are selected, it gives you account information:
If you select a few transactions, it provides contextual information:
The Scheduled Transactions window can now be completely hidden from view with the click of a button:
Notice that the icon is “smart” and tells us how many scheduled transactions we have upcoming.
You can still resize the scheduled transactions window once it’s open to suit your needs.
When searching, or using the date filter, we’ve made it very obvious when you’re searching, and when not:
In the screenshot above, we’re viewing transactions in our sample file from “This Month” only.
The search should be very familiar to you:
And the results:
Oh, and if you didn’t notice it from the screenshot above, we’ve made a much more obvious, nicer-looking Add New Transaction button.
Transfers to credit cards are a bit easier to spot, with a special icon just for those dastardly little devils:
The cleared column has been moved to the far right, right next to the transaction amount. This closer proximity will help you reconcile faster.
And look, the flag colors are in the order of the rainbow:
Everything’s right in the world.
You’ll still be able to jet around the YNAB Register like always. You’ll just enjoy it a lot more with increased legibility, and a few new features that I still haven’t mentioned (like sending future-dated transactions right to the Scheduler with a click). This is just part of YNAB 4, and we’re certain you’ll enjoy the changes.