YNAB Personal Budget Software & Finance Forums

[noelnjen]

I am new YNAB Pro user and I really like its the simplicity and intuitiveness.

One thing in particular that I really appreciate is how you can enter a transaction amount, choose to split it and then auto-distribute any unassigned amount (sales !@#$) to the transaction split amounts.

However, I would like to see the data entry flow when seeking to utilize the auto-distribute feature improved. Currently, as you are entering the various components of a transaction the Category column (where you specify a split) comes before the Amount. So in order to utilize the auto-distribute feature you must jump from the Date to the Outflow and then back the Category.

What I would like to suggest is to have the ability to optionally enter a Transaction Amount at the top of the Split Transaction dialog box.

Thanks.

[mteverest]

I second this. I've done it a couple of times and in both instances, I had to cancel out of the split dialog box because I forgot to enter the total amount first.

I also think that Memo should come after the amount. But that's just me.

Btw, speaking of split transactions, I got a very pleasant surprise tonight. I was logging my wife's receipt today, which showed a discount off the total amount. I was like, uh oh, I'm not sure if YNAB would handle this. And guess what, it did. It decreased the individual items proportionally. Beautiful!

mt

[mteverest]

Please tell me you're considering (or will consider) this for YNAB 3 (even if not the first release). Or if the columns will be movable (I forget whether they will be), then I could simply move the inflow/outflow columns before the category. Then, I wouldn't forget to enter the total amount before the split information.

Thanks,
mt

[ginger]

I've learned to enter the amount and then back tab to the split, but would prefer it if the fields were reversed. Or if the Ctrl-S that Quicken uses for opening the split window (from any field of the transaction) were enabled I could use that instead of the back tab.

[Trevor]

I'll jump on the bandwagon. I go over to the outflow and enter the number first and then shift-tab to go backwards, but it would be a great timesaver if the workflow in that process had you enter the amount first. Another option would be to let you enter the outflow on the split screen.