YNAB You Need A Budget

[bigstu]

1. An option to stop the accounts from "sliding" into view - just display them, and load the non-default account information in a background thread.

2. The ability to add future known transactions to the register, have them display in your budget, but have the option to display Net Worth and all the account balances down the left hand side only up to and including the current day. e.g. I want to be able enter some "income to spend this month" items that I know I'm going to receive, or some payments that I know I'm going to make, and have my budget reflect those, but I don't (necessarily) want those amounts to affect my summary account balances. Maybe split transactions into "Cleared", "Uncleared" and "Future Uncleared", and allow users to choose how they want the account balances to be calculated.

3. The ability to "save" report definitions, either within the YNAB3 file, or separately.

4. The ability to define a default report.

5. The ability to create a pie chart report of a Master Category (i.e. break down the total into subcategories).

6. The ability to click on the "Overspending" amount, and have the budget bring all the categories in which there is overspending together (i.e. group by overspend/no overspend in the selected month, and then by category) - I have ~50 categories in total.

7. The ability to define an option that will "always load my last opened file" - it's all I ever do, so it's a redundant button click.

Other than these fairly minor annoyances (apart from #1 and #2, slightly more annoying), I really like using the product, it's helped me reduce my debts by over £2000 since October, and helped me plan better for the future. Thanks!!!

[BiaMinnie]

6. The ability to click on the "Overspending" amount, and have the budget bring all the categories in which there is overspending together (i.e. group by overspend/no overspend in the selected month, and then by category) - I have ~50 categories in total.

Agree

[mozzie61]

7. The ability to define an option that will "always load my last opened file" - it's all I ever do, so it's a redundant button click.

This is already in YNAB3. Go to File > Preferences and tick the box "On startup, automatically open my most recently accessed budget file".

If you don't have this preference already selected you will see the tick box just below the "Open My Most Recent File" button.