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Release Notes

A steady stream of YNAB improvements for your reading pleasure. Grab some tea. Curl up with a Snuggy® and enjoy.

YNAB Is Always Improving
YNAB Is Always Improving

December 8th, 2021

We have a small fix for you today: rather than not showing the Payee row in the Matched Transaction popup when there isn’t a payee name present, we will now show the the text “None.” Hopefully this helps to remove any confusion!

December 2nd, 2021

Just some bits and bobs of fixes and tweaks today after Tuesday’s major release of Direct Import for the UK and EU. If you’re having any trouble linking your bank be sure to check out Troubleshooting Linked Accounts.

November 30th, 2021

It’s a big day in the YNAB-verse—Direct Import is now available for select UK and EU banks through our new Direct Import partner, TrueLayer. First time linking an account? Check out our instructions for the web and mobile devices

November 23rd, 2021

There are some small fixes for the Loan Planner today, but otherwise it’s pretty sleepy around here. Thursday’s a holiday in the US, so we won’t be releasing again until NEXT Tuesday. Happy Thanksgiving to those of you celebrating this week!

November 18th, 2021

It’s a quiet day for user-facing changes on web, so Android gets the spotlight instead… Today brings an exciting change for Android users—fully editable pending transactions! Just tap on a transaction and make changes to your heart’s content. Looking for more info? Check out this help doc.

November 16th, 2021

Two squashed bugs in today’s release: if you’ve recently changed a liability type tracking account to our new loan account type, YNAB didn’t always cancel the original scheduled transactions the way you might expect. Now, any scheduled transactions created in the now-moot liability account will be cancelled. Any scheduled transactions created as transfers in other budget or tracking accounts will remain. Additionally, reconciling your Loan account now clears ALL of the account’s transactions—even those that aren’t listed in the register (those pesky interest and escrow transactions).

November 11th, 2021

In this release we fixed a bug that was preventing some users from transitioning their existing tracking accounts to the new Loan Planner accounts. Turns out, the bug came from an issue with timezones. Who would’ve thought? Not me, that’s for sure. If you haven’t already, check out the new Loan Planner, it’s a mighty strong tool for making informed choices crushing your debt.

November 10th, 2021

Today’s release includes some enhancements to the adding suggested categories experience. It also includes a very long list of things that are not visible at all, but we can’t wait to tell you about in the near future. Keep an eye on the Up Next page for more updates soon.

November 5th, 2021

We released a fix to ensure all users are seeing the correct price in their account settings.

November 4th, 2021

It’s a quiet release today, with some database work and internal improvements to our app that are needed to continue building our upcoming features.

November 2nd, 2021

In today’s release, we’re fixing a bug that would appear in rare cases with loan accounts not having any interest rate.

In the background, we’re getting ever closer to supporting direct import for banks in the UK and EU. If you are interested, we’re currently recruiting beta testers! Simply follow the link in this post here.

October 28th, 2021

A lot of you have noticed our gradual release of the new features to help you track and pay down your mortgages and loans… with this release we’re finalizing this phased release for the last accounts that remained. We’re really excited by the first impressions you’ve been sending our way, and by seeing some of you already start to budget more money to pay down loans faster!

All the details about these new features, including some amazing examples from our internal testing team, can be found in this blog post. As for these release notes, we’ll remain brief:

  • Added new loan account types, including: mortgages, student loans, auto loans, personal and other.
  • Added monthly interest estimation on loan accounts when making a payment.
  • Added a new category target for loan payments with payoff date and total interest estimation.
  • Visual changes to the inspector for categories paired with a loan account to show the benefits of budgeting more money towards paying down a loan.
  • New visual design for loan accounts to add a pay down calculator.
  • Added an upgrade banner message for liability tracking accounts to migrate them to a loan account.

October 26th, 2021

In today’s release, we’ve improved the design of the subscription pages to bring more clarity to them. We’ve also fixed some visual issues that happened in dark mode with the account/subscription settings. Also, we’re starting to gradually release new features to help you manage mortgages and loans. If you don’t see them in your account yet, expect them in the next few days as we’re slowly rolling them out to everyone!

October 21st, 2021

Another quiet release today, filled with backend changes. With nothing new to peep in your budget, turn to the leaves!

October 19th, 2021

We updated a few hidden 🔍 mentions of “goals” within our tooltips to the latest and greatest “targets” language. Learn more about targets.

October 14th, 2021

Surprise! It’s Thursday and we’re continuing prep for direct import for those of you across the pond. Whether you’re enjoying a few days off or working, we hope this weekend is a good one!

October 12th, 2021

Today’s release brings us ever closer to some fun new features, including that sweet sweet UK direct import and a neat update to tracking accounts that you’ll hear about soon! We’re also slowly and steadily reducing the overall nubmer number of typos in the app 🎉

October 7th, 2021

We’re fixing an issue in your subscription invoices that would prevent you from updating the recipient address when entering certain international zip codes. We’ve also fixed an error message that appears when you try to add a category group name that already exists. Under the hood, more work is being done to support UK & EU direct bank imports! 

October 5th, 2021

In a previous release, we’d unintentionally introduced a “feature” that prevented you from moving reconciled transactions between accounts! 🙀That is now fixed in this release and you can once again move those transactions to your heart’s content.

September 30th, 2021

We’re back with a mostly behind-the-scenes update. We’ve made some improvements to the first-time user experience and are continuing to zero in on bringing it to web. Work on bringing DI to budgeters in the UK is underway as well. In the meantime, happy last day of the month! Or, as we budgeters know it, the best day of the month. 😉

September 28th, 2021

Keyboard aficionados rejoice! You can now clear and unclear transactions while editing them or creating them with the keyboard. (A note for Safari and Firefox users on macOS: make sure you’ve enabled the settings required for full keyboard navigation.)

September 23rd, 2021

I thought Tuesday’s release was low on note-able updates but today’s even more so. Nothing to see, but check out YNAB on your social media platform of choice for some top notch content from our virtual company retreat.

September 21st, 2021

Not much to see today. We fixed a couple of bugs related to the super exciting invoice feature (and I mean that, invoices are a big deal ‘round these parts) we released last week. Everything else is behind the scenes, but if you need some more YNAB goodness in your life, check out our job posting for Seasonal Support Specialists!

September 16th, 2021

Today’s release includes a new element to YNAB account management: you can now download your YNAB subscription invoices and modify the name & address that appears on them yourself. This should be helpful in particular to those of you using YNAB for small businesses and who need to expense your subscriptions. To find them, head to Account Settings (in the account dropdown) and you should see a new section titled Invoices right under Subscription.

September 14th, 2021

Thwack! Today’s release includes a bug fix. Now, if you have the search box selected within your account register and navigate to the Budget, the app will no longer crash. We’re also tidying up the database, making updates so that we can more easily integrate Ember CLI and updating a little logic ahead of our next mobile releases.

September 9th, 2021

The YNAB train is chugging along with another day of small fixes and tweaks. There’s some fun stuff coming up that we’re laying groundwork for and we’re very excited to share it with you when it’s ready!

September 7th, 2021

We’ve got some small language tweaks today to continue our mission to bring you a clear, concise YNAB experience. Cheers!

September 2nd, 2021

No user-facing changes today! Just some improvements to our developer environments and processes.

August 31st, 2021

We’ve updated a help link that appears when you’re reconciling your accounts to be more… well, helpful. The rest is all technical improvements that are way too complicated for me to describe!

August 26th, 2021

It’s a quiet one today, folks. Mostly back-end work to support upcoming changes. So let me take this opportunity to say: we’re happy you’re here, and we’re excited about everything we have to share with you soon. Thanks for being a YNABer!

August 24th, 2021

Today’s release is all about what you don’t (yet) see. We’ve made behind-the-scenes improvements and fixes that you’ll benefit from in the future if you have debt accounts or if you’d like to share YNAB with a group of people.  Ruby is also running on newer rails. Which is great if, like Ruby, you frequently travel by train. Or something like that…

August 19th, 2021

In this release, we fixed an inconsistency with the “Underfunded” Auto-Assign button. It would behave differently from the other Auto-Assign buttons when no categories were selected. We took that button aside and explained the benefits of working together as a team. They promised to stay in line and behave from now on. Buttons these days… 🙄

Correction: I need to apologize for the mistake above. This fix is still in progress — not quite fixed yet. Stay tuned!

August 17th, 2021

All manners of database-layer and other technical improvements in today’s release. A lot of it has to do with bank import improvements, some of it is removing code that is not used anymore, and I even saw the faintest hint of some groundwork for yet-to-be-released features.

August 12th, 2021

In this release, we clarified the wording of the message we send when you delete your YNAB account to be more specific about how we handle the data associated with your account (we delete it, immediately). We also fixed an issue where, under unusual circumstances, duplicate subscriptions would be created unexpectedly. If you’re looking for more YNAB fun, check out this video on setting targets with our favorite whisk-wielding budget superhero Hannah. Also, please send whisk emojis.

August 11th, 2021

Not much to see here, but we did fix 19 instances where we were still talking about “budgeting” rather than “assigning” dollars. Never fear, more exciting updates coming soon (but also, what’s more exciting than assigning dollars?? Nothing! Nothing, I say!).

August 5th, 2021

So many PRs, so few user-facing elements to talk about today. Instead, let’s try this: have you heard we’re hiring our very first data scientist? Details here!

August 3rd, 2021

Another set of mostly background updates that set the stage for big improvements to come. If you can identify the unbelievably tiny visual glitch that we fixed in Manage Payees (as a result of a more noticeable window positioning-related bug fixed in today’s update), you get bragging rights for a year.

July 29th, 2021

Today is behind-the-scenes with one small exception: the dividers within the Reports Inspector have been updated back to their intended styling!

July 27th, 2021

Bug squashing continued! We fixed a goofy bug where the account register would “wobble” unexpectedly- one of those things you cannot unsee once you see it. 🙈 We also moved some buttons around in the Budget Categories dropdown for a more efficient use of space on smaller screens, and for those who use our Classic budget theme, we cleaned up a few missing borders from your transaction rows.

July 22nd, 2021

Welcome to your Thursday behind-the-scenes and bug squashing release. We’re paving the way to bring the learning-driven design of our mobile onboarding experience to web. We also fixed a few bugs… Setting up direct import in some accounts while in Dark Mode used to cause display issues. Not anymore! In rare situations, Ready to Assign would show the wrong amount in the mobile app. No longer! After editing an Assigned amount, ‘Undo’ could become unavailable when it shouldn’t be. Not now! We hope you enjoy your less-buggy budgeting experience. 🙂

July 20th, 2021

Editing a repeating Needed for Spending target? Now you’ll see the correct upcoming date. Some groundwork was laid (lain?) that’ll help us better understand Direct Import success rates across contexts to (you guessed it) continue making import better for all. Also, we made a change to the multi-select checkbox: if you already have something selected and you click it, it’ll de-select rather than select all. Most of you have no idea what I’m talking about—to those that do, we got you!

July 15th, 2021

If you haven’t checked out the updates from Tuesday’s web (and mobile!) releases, go do that now (this video is a great place to start). Don’t walk, run!! Today we’re releasing a few tweaks and polishes, including an update to how monthly totals are calculated in the right-hand sidebar and some copy changes to make for a more consistent and enjoyable budgeting experience. 

July 13th, 2021

Today’s release brings your budget on the web in line with our newly refreshed mobile apps. A handful of key terminology changes means YNAB better meets new users’ expectations (and YNAB now incorporates language that we all actually use in real life! 💡). Plus, a redesign of the budget header and the detail panel to the right of your budget helps you give your dollars jobs with more easily accessible context. Want some humor with your app updates? Be sure to check out Hannah’s video on today’s web and mobile release details.

July 8th, 2021

Today’s entire release is composed of improvements to how things operate in the background. Think of it as restructuring some of our internal code to make it easier for us to work with in the future, without changing the behaviour from the user point of view. 

Or as some would say:  “Bug fixes and performance improvements.”

July 6th, 2021

Some minor touch ups in the code as we’re gearing up for a larger release in the upcoming days. We also fixed alignment issues in the header with the current month selectors.

July 1st, 2021

How is it July 1st already?! Today brings an improved behavior of checkboxes within Manage Payees and throughout the app, and we also fixed a bug that could cause the tooltip shown when you hover over the number of days since you last reconciled to disappear unexpectedly.

June 29th, 2021

The last release was so exciting, you should go read those release notes again. Today’s release is largely behind the scenes, just a few copy tweaks and fixes. See you on Thursday!

June 24th, 2021

Brace yourself fellow YNABers, we’ve got a big one today. So big in fact that I am going to use bullet points, because what better way to ensure each of these enhancements gets their time in the sun? It’s like giving each one of them their own personal beach chair—can you tell I’ve been craving some time at the seashore? Anyways: 

  • Ever wish you could import transactions all in one fell swoop from the All Accounts register? Now you can. Look for the new “Bank Import” button in the toolbar and import away! Also in the toolbar in all registers, not just All Accounts, you’ll notice that we’ve folded the Filter menu into the View menu. Same options, now all in one place. 
  • Do you use File-Based Import? Do you know about File-Based Import? If the answer is no, it might be because previously it wasn’t that obvious that File-Based Import was even an option! No longer. In each account register you’ll now notice a “File Import” button that will get you started. We’ve also renamed the current “Import” button to “Bank Import” (if you haven’t yet set up Direct Import for that account it will appear as “Link Account”). 
  • Balance adjustment transactions made from the Edit Account screen will now enter as cleared. Previously they entered as uncleared and that was confusing. No longer! We also edited some of the copy on that screen to clarify which balance it is that you’re actually adjusting. 
  • YNAB will now automatically distribute any money leftover in a split transaction between the designated  categories. This semi-secret option has long been available in the mobile apps  and now you  can take advantage of it on the web as well.
  • We’ve added Undo/Redo buttons to Manage Payees! Accidentally merge two payees that should be distinct? Never fear! You can now undo and redo to your heart’s content. We’ve also added a clear button to the search bar and a counter to show how many transactions will be impacted by a payee merge. Pro-tip: click that counter to see the full list of transactions as they appear in the register. 
  • When entering a new transaction, should you choose a payee that is already associated with a particular category, we’ll scroll directly to that category in the designated popover so you can easily see its balance. Do I have enough money in my vacation category for this sweet beach trip? Yes, yes in fact I do. 
  • We’ve improved the alerts, options, and behavior present when you attempt to save a transaction without a category assigned. We’ve also made some changes to the automatic category assignment logic to reduce the likelihood of inadvertently categorizing a transaction to a hidden category, which can wreak havoc on your budget.
  • Last but certainly not least, we’ve made a few small copy changes to the Add Account screen and a variety of tooltips to improve clarity and utility. 
  • Okay… truly last (and still not least), we have a few fixes as well: we fixed a couple incorrect colors and widths in the overspending message in classic mode and we sped up transaction fetching through the API. 

You made it to the end! That should definitely count toward your Goodreads annual reading challenge.

June 22nd, 2021

Moldovan YNABers rejoice—the Leu is now an available currency! For those of you just beginning your YNAB journey, confirming your email has a handy new confirmation message that tells you which email address you’ve confirmed. You know, in case you have all the YNAB accounts. 😉  And if your YNAB journey is (sadly) coming to an end, you can now delete your account on an iOS device. (But if iOS is your stomping ground, you likely won’t see this message… what do they say about a release note written with no one around to read it?) 

June 17th, 2021

Nothing notable to report today, just some housekeeping to keep our code spic and span and enable better in-app embedded videos in the future!

June 15th, 2021

As promised, more exciting release notes: you can now filter your Recent Moves! Check out just your budgeted amounts, how you’ve been moving money between categories to Roll with the Punches, or everything all together. New to Recent Moves? Check out this video to learn more (note, this video doesn’t actually include the new filters, go check those out in your budget)! 

June 10th, 2021

Another small update that tweaks how the app is performing behind the scenes, with no visible changes to you! See you next week for more exciting release notes!

June 8th, 2021

This release is mostly about cleaning up some loose threads in the background. We’ve also fixed a rather ugly typo: “balanace” just doesn’t roll off the tongue as easily as “balance”.

June 3rd, 2021

Routine background improvements releasing today, nothing to see here folks [yet!]. With such a quiet release today, why not use the time to nudge your accounting and payroll specialist friend to apply to our current job opening, instead?

June 2nd, 2021

The Reconcile button was looking a little long in the tooth (literally) after yesterday’s release. We took it to the dentist (figuratively).

June 1st, 2021

It’s the start of the month, so make sure your accounts are reconciled, your previous month’s overspending has been covered and start assigning that money to the jobs you want them to perform!

On our side, we’re releasing a small fix to the “Manage Payees” window to make sure that we don’t accidentally save a modification to a renaming rule that you didn’t intend to do.

May 27th, 2021

Wowza; this release contains 27,210 lines of code that is largely supporting our coming-soon overhaul of the YNAB first time user experience. We cannot wait to share it with all of you! In the meantime, Hannah shares some unique and creative ways to get even more out of the features you’ve already been using: 5 Ways to Level Up Your YNAB Budget

May 25th, 2021

Today brings four small, albeit important bug fixes related to transaction entry. (1) Imported transactions that have been set to repeat on mobile would sometimes incorrectly match. That won’t happen anymore. (2) Previously, if you split a transaction and then later changed your mind and removed one of the splits, it’s possible the transaction would save with no category assigned. No longer! (3) Occasionally, an unnecessary scroll bar would appear in the account list while editing a transaction—took care of that one. (4) When adding a transfer transaction, sometimes the presented list of accounts would appear in an unexpected order. They will be consistent from now on!

May 18th, 2021

This week’s release brings another set of back-end changes paving the way toward exciting new debt features. We’re also laying groundwork that will eventually make YNAB much easier to share with others. And we fixed a pesky bug that prevented transactions from auto-categorizing when imported via the API.

May 13th, 2021

As roots of the tree,
Underlying libraries
Stronger in the wind.

May 11th, 2021

Today’s release brings more improvements to the code running our app. It shouldn’t feel any different to you but for the knowledge that underneath the hood, the engine is running at peak performance.

In other news this week, iOS users should definitely check out the new reconciliation on iOS feature!

May 6th, 2021

Not much to report today, but if you haven’t already, you should definitely check out the new versions of our mobile apps that started rolling out yesterday. Both Android and iOS are now equipped with Money Moves and the option to bulk edit transaction flags. iOS also got a slew of additional upgrades including the ability to change your account balance, edit account details, duplicate a transaction, and more!

May 4th, 2021

May the fourth be with you! And also, the time since you last reconciled your accounts. You may have noticed this change arrive in your account registers last week under the “Reconcile” button. It’s a quick reminder to make sure your account balances  are up-to-date, spick-and-span,  ready-to-take-on-the-Sith… you get the idea. New to reconciliation and want to learn more? Check out this article from our Knowledge Base.

April 29th, 2021

We’re behind the scenes with today’s release components. Fear not! Much is on the way

April 27th, 2021

Today’s release changes the default selection in Manage Payees: now, when you open Manage Payees with no transactions selected, no payees will be selected (which is probably what you expected it to do all along…).

April 22nd, 2021

A few weeks ago, we updated the Underfunded Quick Budget button so that clicking Underfunded now assigns all remaining dollars from To be Budgeted to categories in order of priority. Today’s release fixes a bug where Needed for Spending categories with a weekly target weren’t prioritizing correctly. We also improved the warning message that appears before deleting transactions in bulk just to make sure we’re all on the same page about what’s about to happen.

April 20th, 2021

Today’s release brings an update to Alexa Skill that should improve Alexa’s recognition of your YNAB category and account names! Otherwise, we are heads down looking at your feedback on our newest features, hiring new team members, and setting the stage for the next set of awesome releases.

April 15th, 2021

Nothing new this week, but if you want to level up your budgeting game, check out these YNAB hacks you might not know existed!

April 13th, 2021

Small release today where we’re fixing an issue with the display of goals in the sidebar: we had inadvertently removed the message that indicates when you started that goal once you had fully funded it. It’s back now!

We’re also improving minor aspects of our recent feature releases such as the buttons for toggling the progress bars, and wording inside the money moves panel.

April 8th, 2021

This release contains a lot of behind-the-scenes work spiffing up debt accounts. Some big changes are coming soon, and we can’t wait to share them with you! 

We also fixed a couple small things, like maintaining the ‘cleared’ state when duplicating transfers and ensuring $0.00 amounts are readable when categories are selected in the Classic theme.

April 6th, 2021

It’s spring! The sun’s out, flowers are blooming, and your categories are looking snazzy. Progress Bars, which make it easier than ever to see what’s happening in your budget, are officially available to everyone. (Some of you fine YNABers have had this one for a while, but it’s now (finally!) released to all.  🙌 ) We also made a small visual tweak to pill colors that will make them a bit easier to read, especially for folks who don’t have the best vision. We hope you enjoy the view!

April 1st, 2021

Ever wished you could duplicate your daily coffee or transit transaction for fast and easy entry? Now you can! Just select a transaction and choose the new “Duplicate” option in the Edit menu.

P.S. This is not an April Fools’ joke!

March 30th, 2021

For those of you scratching your heads trying to remember where you moved money from last week (or last month…or yesterday…or an hour ago…), our new Money Moves feature signifies the dawn of a new era. More feature details over on the YNAB blog!

We’ve also built in some brains to the beloved Underfunded Quick Budget button. Clicking Underfunded will now assign all remaining dollars from To be Budgeted to categories in order of priority. As part of the update, a new button will appear in your Quick Budget options when it’s relevant: Reduce Overfunding.

Today’s release also brings more at-a-glance clarity to your Spending by Date goals on web: progress bars & their descriptions now take into account all spending since the goal was created, not just spending in the current month. If you’re on track with your Spending by Date goal and have done a little spending (hello, spring wardrobe!), you’ll now see those details to the right of your category name. 

March 25th, 2021

In today’s release we fixed a bug that would make it impossible to delete certain payees under certain circumstances. It was frustrating, and it won’t happen anymore. In more exciting news, check out this sweet blog post recapping some of the cool features we released last week. 

March 23rd, 2021

Another behind-the-scenes release today—nothing to see here. Carry on!

March 16th, 2021

Filing taxes is SO fun (said no one, ever). It might be a little less terrible starting today, though, because now you can export a selection of transactions from YNAB into a handy CSV file—the perfect thing to send to your preferred account or tax preparation professional! And even better, this export will include your scheduled transactions. Finally, for those of you that have a large number of payees, we have implemented an update that will speed up all facets of your payee management experience!

March 11th, 2021

We’re still joyously keyboard-deep in champagne popping GIFs (we have a few fans of bulk-flagging around here), but we had one more (small) bulk editing tweak up our sleeves. If you’ve ever clicked the “select all” box while you had a partial selection going, everything was deselected. You may’ve thought, “Wait, this doesn’t follow the recommended checkbox behavior…” And you’d be right! We’ve corrected the “select all” box so it actually selects all when clicked, even when you have a partial selection going. To deselect all, simply click again. 

March 9th, 2021

Prepare yourselves fellow YNABers; today’s release is hefty. Hefty new thing number one: rejoice, for you can now bulk edit flags. Hefty new thing number two: after importing new transactions into your register you’ll find a handy “Approve All” option in the edit menu. Selecting each individual transaction is no longer required! Finally, hefty new thing number three: Manage Payees is now equipped with a search bar. Finding your desired payee has never been easier.

March 4th, 2021

Today, in an effort to improve  legibility, we bid farewell to italicized text in YNAB (bon voyage!) -. In addition, we’re introducing a small enhancement whereby we’ll use the name of your bank account as a default nickname when adding an account. That being said, you’re still welcome to change it to your heart’s desire.

Also, over the past week we’ve been rolling out a small change to the inspector that moves the goals section up to the top. We hope this change will bring more visibility to goals as you go about your day to day budgeting!

March 2nd, 2021

Some internal house cleaning today. Additionally, we’re fixing a minor visual glitch with scroll bars having a dark colour when they shouldn’t, as well as making an onboarding tooltip more helpful.

February 25th, 2021

Tuesday’s release was a big one; today’s a bit less so (though no less mighty). We added support for Botswanan Pula, fixed the rendering of the Philippine Peso symbol (₱), and posted an in-app reminder that we no longer support Internet Explorer.

February 23rd, 2021

Have you been racking up hidden no-longer-needed categories, wishing there was an easy and safe way to delete them? We–ok, fine–I certainly have. The wait is over! Today’s update makes deleting a category with budgeting history a breeze, helping you quickly reassign all transactions and budgeted amounts to the category of your choice. Spread your re-organizational wings and simplify to your heart’s content. Also, rest assured, the option to hide a category isn’t going anywhere, we got you 😉. 

In other news, we fixed a bug where, in certain circumstances, our duplicate detection for file-based transaction imports would get confused and well, not detect duplicates. That was not good, and it won’t happen anymore.

February 18th, 2021

Today’s release is all about the backend, baby! While there isn’t anything shiny and new to see right now, you can always take a peek at  what’s coming up next.

February 16th, 2021

It’s a bug fixes and performance improvements type of Tuesday. The enter now option on scheduled transactions now works from either side of a transfer on mobile. Reconciling is faster if it’s been a while since your last reconciliation (so it’s a good day to get all caught up in your account registers). Finally, matching pending transfers with cleared counterparts is now certifiably bug-free.

February 11th, 2021

Some bug-fixing today—like the one where, if you had a lot of budgeting history (and you do!), scrolling in the Net Worth report could cause header and background colors to slip.

As for the rest of the release, like an oil change that you can’t actually see when you drive your car but can feel when you drive it, we’re cleaning up and optimizing, and hope your budgeting experience in 2021 has been cruising along.

February 9th, 2021

Today’s release  supports a small experiment we’re running that we hope improves the process of connecting a new YNABer’s first account with Direct Import. It also has a few technical improvements (hello TypeScript upgrade, if you’re into TypeScript upgrades) and bug-fixes.

February 5th, 2021

Small fix to have Direct Import transactions importing quicker, for some YNABers, after a recent change from our provider.

February 4th, 2021

Today’s release fixes a couple of tricky visual bugs with goals and updates the summary display for accounts without transactions.

February 2nd, 2021

Today we released a few visual improvements to the Add Account flow, in addition to more backend changes to support upcoming features. Can you believe it’s February already? Cheers to a new month of budgeting!

January 28th, 2021

Today’s release fixes some display issues you may have had if you’re using dark mode on Chrome 88. Or if, like me, you didn’t realize Chrome 88 was a thing, this will serve as your friendly reminder to update. Rest assured, dark mode should work just fine.

January 26th, 2021

We’ve made some in-app copy more friendly and clear. Call us idealists—we like to think the whole budgeting experience can be fun and easy, even those rare occasions when you  hit a maintenance page. Otherwise, the slew of January’s ‘behind-the-scenes’ changes continue!

January 21st, 2021

Today we’re cleaning up some old code, and introducing the foundations for features to come. And while you won’t feel or see any of them quite yet, they sound the promise of more exciting and delightful times ahead!

January 19th, 2021

Today, we’re updating the way we display a pending transfer between a linked and an unlinked account in your budget. Unlinked accounts generally do not show pending transactions, but they can appear when a pending transfer comes from a linked account. This change makes sure that you only see the clock icon on linked accounts, and that unlinked ones behave as they should do!

January 14th, 2021

In today’s release we fixed a bug that would occasionally result in duplicate transfer transactions (not fun).  We also cleaned up some out-of-date copy related to updating direct import connections and a misleading report filter option.

January 12th, 2021

Today, we’re making it easier for you to close a tracking account on the web. Previously, if the tracking account was carrying a balance and you tried to close it, we would require you to make a transfer of the balance. Now, we’ll automatically close the account and adjust the balance to 0 for you. Happy budgeting!

January 7th, 2021

We fixed an issue in the account settings when the dark theme is enabled and some small fixes to some behind the scenes stuff previously mentioned.

January 5th, 2021

Today’s release contains more behind the scenes changes. A bit of tidying up after the New Year!

December 29, 2020

Today’s release contains behind the scenes changes. A bit of tidying up before the New Year!

December 10, 2020

OAuth is here! We started migrating the first set of direct import connections late last month and look forward to many more financial institutions making the switch soon.

What’s OAuth, you ask? It’s an “open-standard authorization framework”—basically, a widely accepted method for giving one entity (in this case, YNAB via our direct import partners) access to a specific set of data from another entity (in this case, your transaction information from your financial institution).

What does this mean in YNAB? Let’s say you’re creating a connection to “YourBank” and YourBank supports OAuth. As a part of the process, you will enter credentials and authorize this connection directly with YourBank. We expect OAuth powered connections will be more stable and require fewer re-authorizations, which means more time for good ‘ole budgeting!

December 8, 2020

Here at YNAB, December isn’t quite its own month. It’s kind of an Almost-January. Sort of a Pre-January—because January is when new budgeters and old-hand budgeters alike tend to experience a renewed enthusiasm, and we want to be perfectly ready for you all. So you’ll see a fair share of “behind the scenes improvements” over the coming weeks.

One small bug fix today to go with the backgrounders: When (and if!) you ever had a transfer from a cash account, and you then reconciled that transfer in the cash account, then you reconciled the other side of that transfer, we were mistakenly setting the cash side (where you started) back to cleared instead of reconciled. That won’t happen anymore!

December 7, 2020

Another small release today—just a  few behind-the-scenes changes to help us more quickly identify certain direct import issues. We also cleaned up a confusing message that some users were seeing after being directed to authenticate their direct import connection at their financial institution.

December 3, 2020

Over the past few weeks, we’ve been rolling out some design and flow changes to the part of the app where you add and link direct import accounts. These changes will only affect some users, so you may not see anything new. Happy Thursday!

December 2, 2020

Small release including some changes that will help as we roll out Direct Import OAuth for more users.

November 30, 2020

Small release today, to help users that have not updated their mobile app to the latest version with issues that could appear configuring their direct import.

November 24, 2020

We’re hard at work on some big DI improvements, and this release continues the push toward getting them in your hands. You’ll be happy to know that when you do see these changes, any pending transfers that show up in your budget will be excellent at communicating with their pending-transfer-counterpart in the other account. What does that actually mean? Just that transfers should behave as expected, on both sides. 

We’re also reversing the change we made to category deletion on November 12th—you will be able to delete categories that have budgeting again. Before you get too excited, these types of category deletions can still lead to unexpected or surprising results. So why the change? We weren’t satisfied with our original solution and we’re going to keep working towards a better way to handle this pesky scenario. In the meantime, thank you to all the YNABers who shared feedback with us about this change—we’re grateful for your input! 

Speaking of gratitude (sentiment alert!), if you’re reading this release note it means you care about YNAB, at least a little. I know I speak for all of us at YNAB when I say we’re happy you’re part of our community. Wherever you are on your budgeting journey, whether you’re celebrating Thanksgiving in the US this week or not, thank you for being a YNABer!

November 19, 2020

Just some small quality of life changes today: we’ve improved the message that displays when you remove an OAuth bank connection and made a small tweak to the numbers shown in the inspector when you select multiple categories.

November 17, 2020

This release contains a fix to an annoying bug that would sometimes prevent you from selecting a payee (for example after creating a new category from within the transaction). Hopefully, you’ve never encountered it, but if you have: rest assured it’s gone for good.

November 12, 2020

In today’s release we’re introducing a change to category deletion. Previously, all categories were deletable under all circumstances, but deleting a category with budgeting history could cause unexpected or surprising results. We now prevent such category deletions. Categories can always be hidden, and for those who want to channel their inner Strong Bad, categories can still be deleted once all budgeted dollars and transactions have been moved elsewhere.

November 10, 2020

Previously, users of the YNAB API were unable to add splits to imported transactions. No longer! Split to your heart’s content. This release also includes a fix for a very uncommon issue involving converting a non-transfer transaction into a transfer transaction on two different devices at the same time (say that three times fast). Previously, this could cause your budget to be out of sync with itself, which was a bummer. Now, smooth sailing. Budgets ahoy!

November 5, 2020

More background changes in today’s release. Rest assured, YNAB is getting better and more secure for all YNABers.

November 3, 2020

Today’s release includes work on opposite ends of the spectrum: from deep in the codebase we’re making updates to support future features. At the same time, it’s never too late for a little design polish. If you’ve been dreaming of a small but pleasing update to the header buttons when adding accounts, today’s your day!

October 30, 2020

We love a good transfer from checking to savings after an unexpected windfall, or vice versa when it comes time to buy that sweet new slow cooker you’ve been saving up for. Today, we’re releasing a few small fixes to transfers in YNAB. In some rare cases, you may have noticed an “orphaned” transfer transaction in one account missing its corresponding buddy transaction in the other account. With this fix, you can confidently delete that orphaned transaction without concern, and the issue shouldn’t happen again. Rejoice!

October 28th, 2020

You’ve probably noticed a lot of releases last week and this week. It’s been a little noisy—but we’ve been focused on quite a few small “behind the scenes” updates to keep YNAB speedy and secure recently, and most of those have needed to go out the door one at a time. More to come on that front! We’re also continuing to set the stage, code-wise, for some exciting new features (check out Up Next for more)!

Release Notes: October 21st, 2020

Today’s release contains important code updates to support features to come! Stay tuned for an update to Up Next. We also fixed a visual glitch in reports and added some design polish to account creation in the mobile apps.

Release Notes: October 14th, 2020

If YNAB were a restaurant, most of today’s changes would be happening in the kitchen—you wouldn’t see them, but your food would definitely taste better. A few small design tweaks were seasoned into the Quick Budget part of the inspector, enhancements that will improve some bank connections are thawing in the fridge, we finished frosting some new transactional emails, and we fried up a change that’ll aid our support team if you ever have to send in mobile diagnostics (which we hope you don’t). (Disclaimer: on the scale of ‘things not to do while hungry’, writing release notes falls between grocery shopping and watching online cooking tutorials. Bon appétit!)

Web Release Notes: October 7th, 2020

In today’s release, we’ve fixed a split transaction issue that would appear in a (really) rare case. Imagine you were managing some payees. Now let’s say you’re working with a payee inside a split transaction, if you had a scheduled split transaction with that payee, and then you tried to view the associated transactions from the Manage Payee window (we told you it was rare!)… then the app would crash! Anyway, that’s fixed now, so rest assured that you won’t be falling down that rabbit hole.

On a brighter side, we’ve also made some small design tweaks to the inspector panel to improve the legibility of the app.

Web Release Notes: September 24th, 2020

A few months ago, we introduced section headers, which make it easy to show or hide your scheduled transactions. In the spirit of simplicity, we’ve removed the checkbox in the filter menu that accomplished the same task.

Web Release Notes: September 22nd, 2020

The inspector (the section on the right hand side of the web app) got a design refresh this week. The updated colors, spacing, and typography should all make it easier for you to see the details of your budget categories, in all of their detailed glory! 

Web Release Notes: September 17th, 2020

Ever seen $0.00 To be Budgeted at the top of your budget with a red background color (warning! bad! attention!)? Well, most everyone has not. But, some of you have, and the reason is because of rounding issues in budget calculations. This can happen when changing the currency format on a budget or if you have a Linked account with a bank that tracks transactions to a very, very tiny amount (442.345). We’ve made some improvements in this area that should fix these rough rounding issues.


Also, consider your split transactions officially freshened up, after today’s release. Specifically, we made a few visual improvements in the add and remove split buttons. Now if only we could do the splits

Web Release Notes: September 15th, 2020

You won’t see changes in the app directly after today’s release. We’re shipping code updates and setting the stage for new features to come. Pay no attention to that person behind the curtain!

Web Release Notes: September 10th, 2020

Good morning! Today we’re doubling down on those pesky transaction selections that would persist in unwanted cases. In the last release, we fixed the case where you would navigate away and back to your account. Today we’re addressing hidden checked transitions 🕵️‍♀️. In certain situations, you could have transactions that remained checked even if you couldn’t see them because of a filter or a search. We’ve fixed that to make sure you don’t accidentally bulk edit any transactions you didn’t intend to!

We’ve also upgraded Ember, the framework powering our front-end, to a newer – and greater-  version.

Web Release Notes: September 8th, 2020

In today’s release, we fixed a bug related to the selection of transactions in your accounts. Those of you with scrupulous attention to detail will have noticed that when switching from one account to another, you would have to manually deselect any previously selected transactions. This could become a problem because, in plain language, it was possible to have transactions selected that you didn’t know were selected, as they were filtered out of view. That could lead to all sorts of unexpected behavior! We now automatically clear your selection when you navigate away from (and back to) an account. Bug begone!

Web Release Notes: September 3rd, 2020

My little cheat sheet for today’s release says “no notable changes”. Yes, things like upgrading to TypeScript 4 are notable from a developer’s perspective (take note, developer-budgeters out there)—but it won’t be noticeable next time you pop open your budget. In other words, it’s all under the hood today, carry on.

Web Release Notes: September 1st, 2020

We never want to make too much of where this button is or that button is, but here goes, because it can actually be a real thing: We’ve continued to simplify the design of the account widget, what we oh-so-lovingly call the part of the app where you add accounts (really, we love it, but it hadn’t gotten as much attention as, say, the sidebar recently). Our goal is to make the account widget more helpful, readable, and easier to navigate. Today we’ve tried to do all three by moving the back and cancel buttons to the top, improving readability, navigability, and opening up the bottom real estate for the aforementioned helpfulness.

Now, a lot of other things happened since last week—from bug fixes related with To Be Budgeted in the first-time user experience and in subscription management, to some API formatting clean-up and more clean-up around the logic underlying Quick Budget. But for the details, let’s just say: “Bug fixes and background improvements.”

Web Release Notes: August 27th, 2020

Oh, hey there. We’re back to talk about some fixes that we just shipped out in YNAB today. Here’s what we have for you:

We made some design improvements to the linked/unlinked account selection screen so UI (User Interface) details are more consistent across the whole app. The icon style is more reflective of what you see in the app today. The purple information link in the “after” image is also more consistent with what you would see in other areas, so it stands out when you need a bit of assistance.

Before
After

Sometimes, in ever-so-pretty-rare scenarios, deleting a subcategory would not work (that’s a bummer). It would just stay there and not be removed after clicking “Delete”. Fixed!

Web Release Notes: August 25th, 2020

Oh, hello. Thanks for dropping by to check out some of the fixes that we just shipped out in YNAB today. Here’s what we have for you:

When showing errors for direct import issues, sometimes the bank/institution names were adding some weird characters in the name. For example, “Oliver’s Super Fancy Bank” was showing up as “Olivers Super Fancy Bank” and that’s probably not the best name for a bank…though it still is fancy, I guess. So, we fixed this issue, so that these weird characters won’t show up anymore.

In most browsers, you have the ability to expand text areas (i.e. the Account Notes section in YNAB) both horizontally and vertically. But, when you expand the text area horizontally in YNAB, it can “break” the layout as the text area can flow into other areas of the screen.

While we want you to be able to write all of the text in the world (if you want) we don’t want you to have to choose between writing a lot of text and breaking the layout. So, we have disallowed horizontal expansion of text areas, BUT we still allow vertical expansion, which will allow you to write EVERYTHING without breaking the layout.

Web Release Notes: August 20th, 2020

If Google is to be trusted, we’ve got just about one more month of Summer left. And then, here comes Autumn…more like ODD-umn, am I right? But let’s not focus on that just yet. Let’s celebrate another hot YNAB update during what remains of Summer:

  • We fixed an issue when managing payees, where if you deleted a payee, we’d scroll you back to the top of the list of payees, and you lost your place. Don’t worry, after today’s release, we’ll now stay put, so you can keep on managing payees.
  • During File Based Import (AKA the lesser known FBI acronym) we were combining transactions into one account (even in scenarios where they should be placed into multiple accounts) if your account identifiers had the same last 4 digits. Who knew bank accounts could have the same last 4 digits? What are the odds? Turns out…high enough to warrant a fix! So, we are now using the full account identifier, so you should not run into this problem anymore.
  • At certain browser heights, the help beacon in the bottom righthand corner of the app covered numbers in the Income vs. Expense Report. Hey, help beacon…not very helpful! We’ve added a bit of extra space to the bottom of that report to ensure that all of the numbers are unobscured and easy to read.

Web Release Notes: August 13th, 2020

If you’re like me, sometimes you’ll find yourself scrolling through your transactions in a few different accounts to see if you bought something on your credit card or if it was from your checking account. But when you go back and forth between accounts, you have to “re-scroll” to the place you were before. What a pain!…but wait…today, the 13th of August, marks the last time you’ll ever have to “re-scroll,” because YNAB will now remember your “scroll position” in the last account you were on. I guess you could say that we know how to “scroll” with the punches…oh boy.

Web Release Notes: August 11th, 2020

API News

Good morning! We’ve pushed out a handful of infrastructural changes throughout different areas of the app, but, for now, we’ll just mention that a new POST /budgets/{budget_id}/accounts endpoint has been added to the API which allows the creation of an unlinked account.

Web Release Notes: August 6th, 2020

Today we’re releasing some improvements to managing Accounts. Along with some design improvements when selecting and confirming a financial institution’s account to link a YNAB account to, we’ve also improved the messaging when connections get out of sync. This should improve clarity! Also, we used to auto-capitalize words when you entered an account name but we will no longer do this because it didn’t always work like it should and most folks would prefer to control their own capitalization.

Web Release Notes: August 4th, 2020

Today’s release has quite a few under the hood changes and a fix for something you may or may not have encountered before. Sometimes when clicking a Quick Budget button soon after clicking another one, nothing would happen. This should now be fixed.

Also, we have upgraded the YNAB database to a more powerful server. We are observing better performance in the metrics we track and hope you will notice a difference as well!

Web Release Notes: July 30th, 2020

Who doesn’t love a two-for-one? A BOGO (buy one, get one free)? Two-in-one conditioner/shampoo? Getting something extra is always a good thing…except for when it’s not. In today’s release we fixed an issue that would happen when hitting Enter on the “Add another split” button for Split Transactions that would cause two new rows to be created instead of one. Row plus, anyone? No thanks. Maybe we thought you loved splitting transactions so much that you just wanted to add even more? Either way, it’s fixed!

Web Release Notes: July 28th, 2020

Let’s get directly to the point of today’s release…which, directly speaking, has a lot to do with Direct Import (connecting YNAB to your bank to import transactions). We have made a ton of different improvements to our Direct Import flow over the past few months, but we were being a little indirect with our language…kind of like what I’m doing right here.

With today’s released, we’ve cleared up the wording dealing with “delayed” connections to better communicate what is happening during the connection process. We’ve also taken a more direct approach to not allow linked “Cash” accounts…because linking to “cash” is not really a thing that is possible…because no one (that we know of) has credentials that we could use to link to your sock drawer or under your mattress.

Web Release Notes: July 23rd, 2020

Lots of good stuff-a-brewin’ in today’s release…but with any kind of brew, sometimes the sum of the ingredients is what stands out more than any one spice or flavor. That being said, a lot of the “ingredients” we pushed out today are less like cilantro (loud and overbearing…and why?) and more like a bay leaf…like, you don’t even know it’s in there until you’re trying to enjoy some spaghetti and then, all-of-a-sudden, you’re biting into a dry leaf…but in this release’s case, this is a good thing, believe me.

Web Release Notes: July 21st, 2020

We made a few behind-the-scenes fixes today, and one in-front-of-the-scenes fix:

  • Fixed some problems, including a crash, that could happen after creating a goal in a future month.

Web Release Notes: July 16th, 2020

Good morning! We’ve got a few YNAB fixes and improvements coming in hot with today’s release:

  • Links from our Help tool (blue “?” icon in the bottom right corner) were not working properly in Safari, but now they are!
  • We’ve disabled browser autocomplete recommendations on inputs that already have dropdown lists.
  • In some cases when you cancelled your request to sign on with Apple, you would get an unfriendly error instead of being taken back to where you were. We fixed that.

Web Release Notes: July 15th, 2020

This release fixes a couple of small issues preventing some users from syncing changes from our mobile (iOS / Android) apps. Don’t know about our mobile apps? Learn more.

Web Release Notes: July 14th, 2020

For today’s release, we’re continuing to make improvements to the Direct Import process by adding more helpful messaging and alerts and really tightening up the flow there. 

Along with those Direct Import improvements, we also made a fix to the new goals that we added a few months ago. The Needed for Spending: Weekly goal had a bug where if you selected “Every Friday” or “Every Saturday” due specifically in December 2020, the goal was prompting users to budget for 5 weeks rather than 4. All fixed now!

API News

“Continue with Apple” was not working as it should when authorizing one of our API Applications. Once you logged in with Apple we were not properly returning you back to the screen to authorize the app. Now we will!

Web Release Notes: July 9th, 2020

Earlier this year, we pushed out a release that was the culmination of several months of work for a team here at YNAB that works on Direct Import (AKA the ability for YNAB to connect to your bank and magically pull in transactions). We switched Direct Import providers to a company called Plaid  (a provider that connects many popular financial apps to banks) with the overall goal of making your connection to YNAB more stable. 

In today’s release, we pushed out a bunch of back-end fixes to make your bank connection (via Plaid) more stable and reliable! Also with today’s release:

  • When hovering over your available balance on a category with a goal, we show something called a “tooltip” to give you some helpful information. Well, we were not showing a tooltip for Needed for Spending (By Date) goals that have a repeat scheduled. Now we do!
  • When removing a split , we were not updating the “Amount remaining to assign” totals right away but now we do.
  • We corrected a minor issue with goals behaving inconsistently when created in future months.

Web Release Notes: July 7th, 2020

Happy week after the 4th of July! We released a big (BIG!) revision to goals a couple of weeks back. Well, we uncovered a few issues as you all got in and got your goals on. Like where, in some rare cases, future goals could tell you to budget the wrong amount in the current month, which is especially not helpful. In today’s release, we fixed a few other issues to go alongside our extensive goals fixes:

  • As some of you are aware, we use Ember for our front-end JavaScript framework for YNAB. In this release, we’ve upgraded Ember to version 3.9 which contains various security fixes, reduces file size and improves the performance roughly by 6% on the Budget and by 32% on the Register. Those are performance updates that will make YNAB smoother and faster!
  • We fixed a bug that was making it so that users weren’t able to set goals during the getting started steps in YNAB.
  • We fixed an issue where users weren’t able to close the Budget calendar picker. SIDE NOTE: Being constantly reminded that the date won’t go away is the most 2020 thing ever.
  • And, as always, some under the hood work where we don’t need to bother you all with the details.

API News

  • The API now allows split transactions to be categorized to the Inflow: To be Budgeted category