YNAB You Need A Budget

[waltereo]

Hi,

So far I am not impressed by YNAB 3, with all the bugs and problem ...
I ll stick to YNAB Pro !!!

Thanks

[J.Mann]

Hi,

So far I am not impressed by YNAB 3, with all the bugs and problem ...
I ll stick to YNAB Pro !!!

Thanks

bugs and problems?

Have you used 3 yet?

Other than the speed not being as fast as it could be.. there aren't really any devastating issues. And the software will continue to improve.

[Mudie]

Sticking with YNAB Pro is entirely up to you of course but YNAB 3 is working great and has very few issues, certainly none that are so bad as to leave you stranded.

If you are having specific issues that are causing you trouble please email me at support [at] youneedabudget.com and I'll help you from there.

[DadOfTwins]

Can you tell us specifically what bugs/problems you are experiencing? Pretty helpful group here..I'm sure they can help with anything that you are experiencing.

[pgauntlett]

"Can you tell us specifically what bugs/problems you are experiencing? "

I'm mystified too. To my knowledge there are no "bugs or problems" YNAB 3 works just great for me!

[Patzer]

Can you tell us specifically what bugs/problems you are experiencing? Pretty helpful group here..I'm sure they can help with anything that you are experiencing.

I don't know what the original poster referred to, but here's a list of things I think YNAB Pro does better than YNAB 3:

1. Printing the budget page
2. No $&#**^G persistent selection of transactions in the register
3. Click-drag and ctrl-click-drag to select transactions in the register
4. Big fat mouse target (like, most of the screen) to de-select transactions in the register
5. Ability to have multiple budgets open at the same time.
6. No annoying dancing context menu icon in the register.
7. Intra-date sorting of the register is by data entry order.
8. Up/down arrow on the budget page stops at the top/bottom instead of scrolling continually.
9. Speed
10. Ability to open a different budget without closing and restarting the app

I'd like to have all of that fixed in YNAB 3 to be as good as it was in Pro; but I can work around the nuisances. I'm using YNAB 3 now instead of YNAB Pro because it also does a number of things better than Pro did, including:

1. Ability to see 3 months of budget at the same time.
2. Better split data entry.
3. Single click to look back several months on the budget page, instead of scrolling.
4. Custom sort of categories on the budget page.
5. Display of account balances while on the budget page.
6. Single-click movement from budget page to selected account.
7. Ability to view scheduled transactions and register at the same time.
8. No more money creation/destruction on failure to budget to zero.
9. Check number field in the register.
10. Running balance in the register

There's been a lot of discussion of reporting and importing for YNAB 3. From my personal perspective, these functions are equally useful in Pro and 3. I don't want to import at all, so I don't care how well or poorly it works. I could appreciate flexible, user-customizable reports, similar to what I have in Quicken. Compared to what I have there, the reporting in both YNAB Pro and YNAB 3 is at a level of "not useful enough to be worth my time messing with it."

Patzer

[lautzu]

8. No more money creation/destruction on failure to budget to zero.

This one's in a category by itself as far as I'm concerned.

[malisab]

2. No $&#**^G persistent selection of transactions in the register

I'm finally 'getting' what the fuss is about on this. What was the behavior in Pro? My expectations here are to control click for multiple and that if I'm not holding control, it will forget what I happened to be on when I started to select multiple. That's fairly standard "choosing" behavior, at least for Macs. Windows too, I think. I've begun to remember that I don't have to hold control, but I always am a little confused when I look at the button and it often says one more than I expect because it has what I happened to be on when I began the process and I have to go unselect the random initial item.

Is that what you mean Patzer? Then I'm definitely with you.

[Patzer]

2. No $&#**^G persistent selection of transactions in the register

I'm finally 'getting' what the fuss is about on this. What was the behavior in Pro? My expectations here are to control click for multiple and that if I'm not holding control, it will forget what I happened to be on when I started to select multiple. That's fairly standard "choosing" behavior, at least for Macs. Windows too, I think. I've begun to remember that I don't have to hold control, but I always am a little confused when I look at the button and it often says one more than I expect because it has what I happened to be on when I began the process and I have to go unselect the random initial item.

Is that what you mean Patzer? Then I'm definitely with you.

In Pro, doing anything to work with something other than the register resulted in no transactions being selected. Selection of transactions was a non-persistent state that indicated I could perform operations on the indicated transactions. That's not how YNAB 3 handles it.

My expectation is that any of the following actions ought to result in no transactions being selected in the register:

1. Click a transaction in the scheduler.
2. Click anywhere in the area below the transactions.
3. Navigate to budget page.
4. Navigate to a different account.

My expectation is that any of the following actions ought to result in no transactions being selected in the scheduler:

1. Click a transaction in the register.
2, 3, and 4: Same as above.

In fact, *all* of the listed actions fail to clear the selection of transactions. In order to select none, I have to either hit the tiny "select none" mouse target, or select one transaction and hit the moderately small check box mouse target.

Why is this a nuisance? First, I can accidentally perform actions on a transaction that I don't intend. Okay, I can pay attention and avoid that one. What's worse is, I see an active transaction and I *don't know* whether pressing delete will delete it, because there is no visual indicator of whether the register grid is active. It is possible to see both a register transaction and a scheduler transaction shown as selected. One grid or the other will be active, and if I press delete one or the other of them will be deleted; but I have no visual cue as to which one!

The argument made in closed beta was that the persistent selection was a convenient bookmark so that if you navigated to a different account, you could come back to where you were working in when you left the current account. In practice, I'm finding that function to be of little value and the confusion of what is really active a nuisance. As a result, I do a lot more mouse moves and clicks to leave nothing selected, or to ensure that what shows as selected really is, than I needed in Pro.

Yes, I can work around this once I understand what the program is doing. But it's poor user interface design.

Patzer

[Patzer]

I always am a little confused when I look at the button and it often says one more than I expect because it has what I happened to be on when I began the process and I have to go unselect the random initial item.

On review, I don't think I addressed your point. Yes, you're running into an aspect of persistent selection. You have a legacy selected transaction to start with because you have to make a conscious effort to *not* have one. However, I don't run into the particular problem you have with selecting multiple.

It sounds like you're using the small check boxes to select transactions. In the early betas, that was the only way. The closed beta testers complained loudly, and Taylor let us select transactions by clicking almost anywhere on the transaction. If you get in the habit of clicking on the body of a transaction instead of the annoying check box, click once will select the transaction and de-select whatever had previously been selected. Then control-click will select multiple, as you expect--as long as you're clicking or control-clicking the body of the transaction instead of the little check box.

I find the little check boxes to be almost worthless, but they're easy to ignore so they don't rise to the level of being something I want fixed. I say "almost" because the least bad way to select none is to click a single transaction then uncheck the box.

Patzer

[souwalker]

[quote="Patzer
I could appreciate flexible, user-customizable reports, similar to what I have in Quicken. Compared to what I have there, the reporting in both YNAB Pro and YNAB 3 is at a level of "not useful enough to be worth my time messing with it."
Patzer[/quote]

I second to this. I love YNAB3 but the reporting level is useless.

Rgds

[CentexHokie]

The only disappointment I have in YNAB3 is the reporting. It is a huge disappointment from what I hoped and expected. Does anyone know if there are plans to actually provide good reporting?

[jimstolz76]

I find the little check boxes to be almost worthless, but they're easy to ignore so they don't rise to the level of being something I want fixed. I say "almost" because the least bad way to select none is to click a single transaction then uncheck the box.

Patzer

LOL that was the FIRST thing I noticed when I started using YNAB. The second thing I noticed is it is WAY too easy to delete transactions. I had a list of like 15 transactions selected (that I had imported) and was trying to Approve them all from the "Action for 15 selected transactions" dropdown. I very quickly found that DELETE was right next to Approve...the hard way... No undo, no nuthin'. Had to do all of them over.

Now I know that adding Undo is quite complex and you can't just "add" it to a program, but come on... move Delete FAR, FAR AWAY from Approve!

(or maybe have a context box pop up when trying to delete multiple transactions)

[jesse]

Actually, on delete, you can undo. There's a yellow notification that pops up at the top of the Register with an undo link.

[staryla]

After using 3 for about 1.5 months I'm thinking about returning to Pro. (The effort of entering all the transactions in this 1.5 month span is the only reason I haven't!)

I do most of my account entering and budgeting on a netbook. YNAB 3 doesn't display as well on the tiny netbook screen as Pro did. The left-hand column has to be shrunk to allow the register/budgeting side of the screen enough room to be useful. But since the left-hand column is shrunk I can't see my account balances. It also bugs me that there is only enough vertical room to show the top accounts and you have to scroll down to see any others. In Pro everything was nicely displayed in the tabs along the top and I could easily see all (5!) of my accounts.
Beyond that I can't pull any specifics off the top of my head (I'm at work and don't have access to my YNAB files)...but I feel like I am squinting to see things with YNAB3 and even on the netbook I never felt like that with Pro.

The money creation/destruction on failure to budget to zero aspect of Pro is kind of a bummer, but since I understand that it never caused me any problems.

Unlike some of the other responders I actually really like the reports in YNAB3! In fact, they are the reason I switched over from Pro. They tell me everything I want to know, but since I've never experienced Quicken reports maybe I don't know what I am missing.

Hmmm...making this post might have convinced me to return to Pro. I find it easier and quicker to use on a daily basis. The thing that I really like about YNAB3 are the reports, but if I want to see a report I can just open YNAB3 and open up my most recent YNAB Pro file. THe conversion is so quick, that I could see the reports in YNAB 3 almost instantly...but I still dread re-entering all those transactions...