The big things:
For the past few weeks, we’ve been working on YNAB Pro version 2.5. Our beta testers have been diligently hammering on it, and now we think we’re less than two weeks away from a public release. I’m excited about this release for two reasons. The first reason is that we’ve added some cool new features:
- You can add notes to categories and budget cells on the budget screen. Now when you need to remember why you had to budget an extra $50 this month in the gifts category, you can make a note that it was for your spouse’s birthday.
- You can transfer money from one account to another really easily.
- You can bulk-categorize transactions. (This is especially helpful when you import transactions)
- When you download a file to be imported from your bank’s website, YNAB Pro will automatically start and initiate the importation process. (No more hunting around for the file)
- And a few more…
The little things:
In addition to the features however, I’m probably more excited about the “little things” that we’ve changed. When you think of a program or a web page that you really like to use – one that just seems to “get it,” – chances are that program acts the way you expect it to. I don’t just mean that it has the features you expect. I mean that when you click on something, or hit a key, or hover over a certain part of the screen, it does exactly what you expect. In fact, it probably does so many things that you expect, you don’t even think about it. To prove my point it might be easier to think about the last web page or software you used that you didn’t like. Chances are it almost never did what you expected. It doesn’t take many mouse clicks in software like this before you’re ready to give up and you might not even be sure why! All you know is that you feel frustrated.
When we developed YNAB Pro originally, we tried to pay attention to a lot of “little” things because we know they add up! Every time we asked the question, “What should the software do there?”, we tried to answer by saying, “Well, what would I want and expect it to do?” I think we did a pretty good job with this, and consequently, I think YNAB Pro is pretty enjoyable to use. That belief is reinforced by our fans, but after spending every workday with the software for the past few weeks, I started noticing some little things that we didn’t do right or that we missed:
- “Wait, that took too many clicks.”
- “Why is that taking so long?”
- “Ugh – that feels sluggish!”
- “Wait, that’s not what I expected”
- And a few more…
Now that I’m full time, I’ve got time to really dig in and investigate when I see YNAB Pro do something I don’t expect, even if it seems like a “little thing”. There are over 100 features, fixes, and changes in this next release, and a lot of them fall in the “little thing” category. My guess is that you won’t even consciously notice most of them. Hopefully you’ll just think, “Wow, I really like this new version,” even if you can’t say why. But let me give you a hint:
- It’s much faster and more responsive – Loading is faster, clicking around is faster, renaming categories is faster…you get the idea
- There are fewer mouseclicks required to begin editing a cell in the register once the transaction is selected
- You can reorder the account tabs just by dragging them around
- Payee entry is not case-sensitive anymore (Typing “yn” and hitting tab will select “YNAB” instead of changing it to say “ynAB”)
- All of the right-click menus just disable items that are invalid instead of hiding them. This makes the menu much more predictable and discoverable
- And trust me, the list does go on…
You can expect to get your hands on this release very soon, and we can’t wait to hear what your favorite “little” change is. Many of these changes were a direct result of people telling us about them on our forums, so if we left something out, and YNAB Pro isn’t doing what you want or expect, let us know!