A steady stream of YNAB improvements for your reading pleasure. Grab some tea. Curl up with a Snuggy® and enjoy.
Web Release Notes: June 28, 2018
- When adding or troubleshooting a Direct Import connection and the connection is blocked, we often need to ask you to re-enter your credentials in order to resume the process. Now, in a few of these scenarios, we will be able to restart the process by just asking you to retry, so you don’t need to re-type that random 30-characters password so often.
- The Direct Import connection tips we released last week got some design love. Same information, just easier on the eyes.
- We used to ignore payee rename rules for those payees you didn’t “Include on Payee List” (on the Manage Payees popover) for reasons. Now that you can manage these hidden payees from the Manage Payees popover, it’s reasonable to expect the rename rules are always enforced, so now we always enforce them.
- Fixed a rare Direct Import scenario where responding to a real-time code challenge while adding a bank connection could result in an error, even though the connection continued to process in the background.
Web Release Notes: June 26, 2018
The API, nascent as it is, needs a little polishing. Sorry if you’re not that interested in API news. You can feel good for the people who are though. They’re having a good day.
- For the /budgets/:id endpoint, the API now sorts categories and category_groups the same as on web and mobile.
- We improved the styling of the API documentation when being viewed on smaller devices.
Web Release Notes: June 22, 2018
Thanks to many of you, the YNAB support team has collected “connection tips” for lots of different financial institutions. Now we display those tips right on the account credentials screen. So, if you’re about to connect to Capital One 360, we’ll tell you where to get that 12-digit access code* you’ll need. We’ll also give you a heads up if your financial institution will frequently prompt you to re-authenticate the connection (confirm you’re you) before importing transactions.
*In your Capital One 360 account, go to Settings > Privacy.
Web Release Notes: June 19, 2018
The big news for this release is PAPI going live! What’s PAPI, you say? It’s our public API, so named because we were already in the habit of refering to our internal API as “API” and we needed to distinguish the public bits from the not public bits. If it helps, you can consider PAPI to be the beloved grandfather of public-budgeting-API world: always there to help, not the least bit judgmental, and thinks the world of you. Read more about it in the blog post.
- Checkboxes for empty category groups on the budget now behave as expected.
Web Release Notes: June 14, 2018
All internal stuff going out today, and rather pedestrian at that: a job to migrate deprecated account types and some PAPI detail work. Underwhelming, I know. Maybe the next release will bring more exciting news. Fingers crossed.
Web Release Notes: June 12, 2018
- In the Manage Payees popover, we fixed an issue so now clicking a given payee’s name displays its details on the right.
- Direct Import: Fixed an issue where we displayed escaped characters in some institution credential labels.
Web Release Notes: June 7, 2018
- Last week we had an issue with one of our Direct Import providers that caused them (and subsequently us) to import batches of older transactions to some customers’ accounts. We’ve now added some extra checks to prevent this from happening in the future.
- We’ve simplified the Account Types list on the Add Account popover. Less noise.
- We sort transactions by date, most recent first. If two are on the same date, we sort by amount, largest to smallest. Now if you click the Date header cell to reverse the sort order, so you see oldest transactions first, we also invert the secondary sort to show smallest amounts first. Simple, right?
Web Release Notes: June 5, 2018
Today’s release notes are narrated by Owen Meany. Use the voice you heard in your head when you read the book, as opposed to Simon Birch’s. And the hard-core among you will wish these notes were written in Owen’s shrill, ALL-CAP STYLE, but I just couldn’t bring myself to do it. I mean we have standards. We can only take things so far in the name of fading literary references.
- We’ve added an indicator to the status bar for Direct-Import-connected accounts, showing the current state of the connection: good, error, delayed, or maintenance. Hovering over the icon will display a popover with more detailed information about the status, such as the time of the last successful aggregation or details of any errors. This feature is presently being rolled out and we plan to make it available to everyone by week’s end.
- Displaying the list of connections when adding or connecting an account, or managing your connections just got a little bit faster.
- We no longer show weird characters in the spending and net worth reports when using a currency with apostrophes in it.
- The deselection of “Automatically categorize payee” in the Manage Payees popover wasn’t being persisted. Now that change persists.
Web Release Notes: May 31, 2018
Today’s release notes are narrated by the inimitable Armstrong Wedgewood.
- We moved the position of the “Record Payment” button so it’s more difficult to click it when you meant to click the “Edit” or “Import” buttons instead.
- We added some more generic payee names to the list of those we ignore when automatically renaming payees after direct-importing transactions or importing from a file.
- If you clicked outside of the “New Category Group” popup after typing a name we’d create the category instead of canceling the popup. It’s fixed now so we just cancel the popup without creating the new category.
Web Release Notes: May 30, 2018
- From the Chicken Little Department: When editing a transfer with the other side reconciled, we show a message warning about the possibility this edit could bring your reconciliation out of balance. We were showing this message even if you innocuously changed the memo. We now only show the warning if you change the amount.
- Date fields in the register were reportedly feeling claustrophobic so we added more space to let them breathe a little.
- If a cash account was inadvertently linked to a bank, you can now disconnect it from the bank.
- We fixed a currency-setting issue when adding a manual account or creating a credit-card goal in mobile.
- Fixed a regression with adding/subtracting decimals that don’t start with a “0.”.
UPDATE: The inflow and outflow fields in IE were unresponsive after this morning’s release. Fixed.
Web Release Notes: May 24, 2018
- If you’re adding transactions with your window sized very small, the transaction dropdowns do their best to stay within the window. But sometimes they can cover up the very inputs they’re supposed to be assisting. Now if there isn’t enough room, they’ll go outside the window.
- Fixed an issue where visible scrollbars would knock some UI elements out of alignment.
- Searching your account register for the word “payment” failed to return any credit card payment transactions. Fixed.
- Onboarding fixes:
- The “set a goal” step automatically scrolls the budget on small screens so the category appears in the middle.
- On the “schedule transaction” step the register fields stopped working if a category was left empty. Silly mistake.
- Also on the “schedule transaction” step, we now mark the step as complete as you create a transfer transaction. Gotta give credit where credit is due.
- On the “budget” and “schedule transaction” steps the calculator popover was hiding behind the overlay. No need to be shy, little fella’, you’re among friends here.
- When creating a new category from the register, the Cancel and Create buttons could break alignment. Quoth the Raven “Nevermore.”
Web Release Notes: May 22, 2018
- File-based Import (affectionately known as FBI to YNABers the world over) is a decent alternative to Direct Import. Sure, it requires a little more hand-holding, but it gets the job done. Unfortunately, some banks play fast and loose with the OFX spec, which means your debits could come across as credits during the import. We’ve added a “Swap Inflow and Outflow” option to the FBI flow for such situations. You can toggle it on and off to preview the effect. Not a bad way to start a random Tuesday in late May.
- When editing the other, non-reconciled side of a reconciled transfer transaction, we now show a warning pop-over, explaining that editing the amount will render out-of-balance the reconciliation of your other account. Tread lightly.
- Inline calculators now respect parenthesis. 1.20 * ($10 + $20) now equals 36 instead of 32. All is right with the world.
- In other OFX-related news, we now handle multiple credit card accounts properly during the import. Prior to this fix we’d attribute all transactions to a single card. Now we spread the love appropriately.
Web Release Notes: May 10, 2018
- When viewing transactions on the Spending Totals/Trends reports, we now sort first by descending date, then payee name.
- In some cases, the sidebar UI truncated account balances erratically. Fixed.
- A few months back we stopped allowing the creation differently-cased-but-otherwise-identically-named payees. That was an unintended consequence of other decisions we’ve made, and after careful reconsideration we’ve decided to allow it again. So if you have a BOOKSTORE payee, you can create a separate Bookstore one. Advanced budgeters may even want to experiment with a new bOOkstOre payee, but caution is advised.
- The Spending Totals/Trends reports’ tooltips were cutting off letter descenders (e.g. y, p, g, etc.). Fixed.
Web Release Notes: May 8, 2018
- In Firefox the inflow and outflow input boxes were out of alignment with their siblings, as if on tippy-toe. They are now back in proper rank.
- In IE 11, payees were right aligned when they should be left aligned. Fixed.
- If you select a future date when adding a transaction, the date picker (calendar) should stay open to give you the opportunity to select a frequency for the scheduled transaction you’re likely setting up. It wasn’t staying open. It is now.
Web Release Notes: May 3, 2018
- When exporting a Spending Totals report, we now order your categories the same as they appear in your budget.
- We’re supposed to show a warning when you delete a transfer with only the other side reconciled. You would see the warning if you were deleting via the “Edit” menu, but not if you used the delete key. Now you’ll see the warning regardless of how you initiate the deletion.
- When moving money or editing a budgeted amount, the totals on the move money dropdowns didn’t update accordingly. They do now.
- If you used quick budget with a given category, clicked on a different category then back to the original, the value would revert to the old budgeted amount. Similarly, if you added or edited a budgeted column, then used undo and clicked on the same budgeted column, the value would revert to it pre-undo value. Both are fixed now, so they retain the proper value.
Web Release Notes: May 1, 2018
- Budget and category editing got a nice performance boost.
- We now show the calculator icon on hover.
- We upgraded our database (to PostgreSQL v10.3) and updated some of our database procedures to take advantage of some improvements in the new version. In a nutshell: our pretty fast database got pretty faster(er).
- If you moved a categorized transaction to an off-budget account then tried to delete one of the related categories, it didn’t work. Now it does.
- We fixed an issue where some hidden categories were terminally hidden, never to be seen on the “click to unhide a category” list. Now that list shows all hidden categories.
- If you were looking at a split transaction and clicked “Make Recurring”, we’d create the scheduled split, but we’d also include any previously deleted sub-transactions. Not good, so we fixed it.
- In the last step of adding a Credit Card account with a goal to pay it off over time, mobile apps were displaying a blank screen. Fixed!
Web Release Notes: April 26, 2018
- The register numbers (i.e. “Working Balance” and friends) were not being updated properly when adding a new account, nor would they be updated for any change on the new account. A simple browser refresh fixed the issue, but we’ve now fixed it for good.
- Fixed a bunch of small, edge-casey errors from the move to Ember v2.4.
Web Release Notes: April 24, 2018
- You can now type to search categories when auto-assigning a category in manage payees.
- Fixed a timing issue for rendering and resizing elements, which will fix some rare issues with modals not displaying correctly.
Web Release Notes: April 19, 2018
- We upgraded our web framework, Ember, to v2.4. This speeds up the budget screen by about 10% and the register by some 33%. Not too shabby.
UPDATE: Part of today’s release broke some things. They’re fixed now:
- We fixed an issue deleting account.
- We fixed an issue resetting passwords.
Web Release Notes: April 17, 2018
- When manually matching two categorized split transactions, we weren’t updating category activity and balance immediately. They would eventually get updated, just belatedly. Fixed now.
- Register payee search for single-character payees was wonky. It’s no longer wonky.
- If you manually entered a transfer, then manually matched an imported transaction with one side of that transfer, we weren’t properly updating the other side of the original user-entered transaction. This would result in mismatched amounts on either side of the transfer. Fixed now.
Web Release Notes: April 12, 2018
- For a vanishingly small number of budgets, unhiding categories would throw an error. Now it just unhides the categories.
Web Release Notes: April 10, 2018
- Refactor some internal navigation logic to fix an “uh oh” error commonly encountered when using the unofficial toolkit extension and possible edge-case routing scenarios.
UPDATE: Part of our release today completely borked the links to switch between the spending totals and trends reports. We’ve now pushed out a fix for those links. We sincerely hope this doesn’t become a trend.
Web Release Notes: April 5, 2018
- Some browsers were retaining the sign in screen background color so when the register loaded, its background appeared blue. Buck up, little register screen, we’ve chased those blues away.
- Fixed a rare bug where a fresh-started budget would get wonky when adding transactions on a credit account, but only if the new transaction caused the account balance from negative to positive. Fixed now.
Web Release Notes: April 3, 2018
Another release with nothing much to report. Just some security-related updates, but nothing we tend to talk about in detail.
Web Release Notes: March 29, 2018
We’ve got nothing to report for this release. It’s all internal stuff. And mostly boring (e.g. “Install Postgres 10.3 as part of provisioning” and “Improvements to test account creation”). I suppose we could just trot out the old and well-worn “bug fixes and performance improvements” trope, but that would be lazy and shameful. And I feel we owe you more than that since we likely just interrupted your flow with our bittersweet “refresh to get the new hotness” message and you were kind enough to click through to read these very release notes. How could we let you down after all that? We couldn’t, of course. So go forth and budget, bolstered by the knowledge that test account creation is less hateful than it used to be.
Web Release Notes: March 27, 2018
- We now include hidden categories when exporting a budget to CSV.
- We now prevent the Manage Payees sidebar from scrolling when toggling multiple payees.
- After using a math operator in the budget and navigating away from the field using an arrow key, the input was being left in an active state. Fixed now.
- We fixed a layout issue when displaying Direct Import challenge options with longer labels.
- When changing an account name while on the Reports page, the accounts filter was not updated with the new name. Fixed.
Web Release Notes: March 22, 2018
- We updated the icons in the sidebar navigation to match mobile and further reduce visual complexity.
- Connecting to a financial institution for Direct Import can take some time. To help in those cases, we’ve increased the timeout before aborting the connection attempt.
- We tweaked the Direct Import messaging when our provider goes into scheduled maintenance or their service becomes temporarily unavailable.
- When editing a transaction and clicking ‘Manage Payees’, the given payee should be automatically selected. Sometimes that wasn’t the case. Now we select the correct payee every time.
Web Release Notes: March 20, 2018
- We added renaming rules to ‘manage payees’ so you can now automate how your payees are renamed as they are imported.
- We tightened security with an updated Content Security Policy.
- Credit Card Payment categories in the ‘move money’ popover were always listed at the top instead of being in the same position as in your budget. Fixed now.
- In the register:
- Clicking the checkbox when editing a transaction no longer causes the edit button to enable/disable.
- Overflow text no longer gets unceremoniously cut off. We add an ellipsis to soften the blow.
- The placeholder on the memo input in splits has returned. We didn’t ask where it was, and it didn’t offer any explanation. We’re just going to leave it at that. No matter, we’re just happy it’s home.
- When split amounts were mismatched, hitting escape would erase your work on the transaction. Now it just closes the warning, a slightly less obtrusive response.
Web Release Notes: March 16, 2018
- Removing all data from the first month in the budget caused ‘To be Budgeted’ to be off for that month.
- Yesterday’s release quietly introduced a bug with Direct Import failing to display the proper message when adding or troubleshooting a connection. Fixed!
Web Release Notes: March 15, 2018
- Bipartisan mobile fix: On both Android and iOS, the ‘Subscribe Now’ button was interminably disabled. It now behaves like the desktop, only disabled when one or more fields is invalid.
- In the cover overspending popover, you could use the keyboard to select a category group, causing an error. We no longer allow the selection of category groups via keyboard or otherwise. /ht Josh Madewell, toolkit dev, for the the heads-up!
Web Release Notes: March 13, 2018
- In some cases, after fresh starting your budget you might have seen pre-fresh-start data on post-fresh-start reports. We’ve renamed the feature to “Mostly Fresh Start”. Kidding, of course. It’s fixed now.
- Fixed an IE 11 issue when miss-clicking on the calculator (e.g. clicking between calculator buttons).
Web Release Notes: March 8, 2018
- My Dear Aunt Sally, today we added a calculator to budgeted inputs, inflows and outflows. We also added inline calculations to inflows and outflows. And those inline calculations got some improvements, too, such as typing an operator moves the cursor to the right of the numbers.
- Displaying challenges when adding or troubleshooting Direct Import connections got a bit faster.
Web Release Notes: March 6, 2018
- Previously, pressing the tab key when editing a goal amount would close the goal editor and lose your changes. Now tabbing moves focus to the “Save” button so you can save your work.
- We were incorrectly allowing transactions to be matched several times. Unsurprisingly, this led to errors, especially when trying to undo the second match. Fixed now.
- In the unlikely event you were to remove all of the transactions from the oldest month of your budget, we failed to remove that month from reports. Reports now ignore such months devoid of transactions.
- When looking at an inflow transfer from a liability account to an asset account, we were incorrectly showing the transfer payee as “Payment from: <liability account>”. That wasn’t quite right. Now we show “Transfer from: <liability account>”.
Web Release Notes: March 1, 2018
- Credit card categories have long been the odd man out in the budget-category world. Styled differently and stubbornly fixed in position, they’ve not had aesthetic nor functional parity with their non-credit-card category colleagues. Well today is a day that will be widely vaunted in the annals of credit-card-category history. Credit card categories now have the same look and feel as other categories, including the ability to be moved hither and yon. We’ve also added some helpful summary amounts to category headers: budgeted, activity, and available. Not a bad day if you’re a credit card category.
- Removing Direct Import connections got a speed boost.
- The “There’s a new update available” page got a bit of a makeover, now linking to these release notes. Apparently we’ve “arrived”. Much love to the OGs among you who were reading these notes before we made it so strikingly obvious where to find them.
Web Release Notes: February 27, 2018
- Adding multiple connected accounts got a speed boost.
- We fixed a regression introduced by our recent keyboard-input-handling changes. The plus sign (+) now advances the day in the register calendar again.
- The amount label below the credit card Payment header was bolded when it shouldn’t have been. Fixed.
- If you had a category group bereft of categories and clicked “Show all hidden categories” from the “Hidden Categories” group, that category group would remain hidden. Now we show it, as you would expect.
Web Release Notes: February 21, 2018
- When renaming a payee on the Manage Payees modal we were reseting the scroll position of the payees list on the left. This was confusing so we stopped doing it.
- Creating a credit card account without direct import could generate a starting balance one day in the future. Or, time zones are hard. Whatever your choice, it’s fixed.
- In the process of background-syncing direct import connections ( e.g. when you first open YNAB) we were incorrectly showing the “needs attention” message under those connections until the process was complete. In an effort to “give you your space” and be “less needy” we now wait until the import is complete before displaying messages for the connections that actually need your attention.
- If your browser autofilled email/password on the forum sign-in page, the “Sign In” button would still be disabled. Now it will be enabled.
- Payee search used to be too permissive, matching section headers. For example, if you searched for “pay”, looking for a payee with “pay” in its name, we would return all payees under the section header “Saved Payees”. Payee search is now more discerning.
Web Release Notes: February 14, 2018
- We’ve updated the code behind keyboard shortcuts so they, once again, work as expected.
KeyboardEvent.keyCodeis deprecated and some of our key mappings based thereon started failing in latest Chrome. We now use the de rigueur
KeyboardEvent.key, falling back to
KeyboardEvent.keyCodefor browsers of advanced age.
- If you have a bunch of payees, we’ll only show the first 100 (sorted alphabetically) when editing a transaction, though you can still easily search for others. Paring down this list gives a tremendous performance increase to those with a plethora of payees.
- In days of yore, clicking on a transaction memo would launch the transaction editor with the memo selected. You couldn’t delete or edit it, or even get a cursor to appear, by mouse-clicking. Only if you used the arrow keys. Fixed now.
- In the budget view, selecting the same month in a different year did nothing. Now it switches to the proper month and year, as any reasonable person would expect.
- If you had a transaction on the first of the month, then selected that month as the beginning of your spending report date range, that transaction would be omitted from the CSV export. Fixed.
- If you untoggled “Include in Payee List” for a payee under “Manage Payees” then later deleted that payee, we would still show it as “hidden” when searching for payees when editing a transaction. Silly mistake. Fixed.
Web Release Notes: February 7, 2018
Not many public-facing updates today. Sorry. To atone for this dearth of real release notes, let’s take a quick peek behind the dev curtain. Here are some of the commit messages for the workaday updates that went out today:
- <redacted> integration: 1st pass to start internal testing
- papi: some new feature requests implemented
- papi: Some minor scheduled transaction improvements
- only exclude Recurly requests from Recurly throttle bypass
- Remove .only from test and fix FOTM test failures
- Track inline calculations on the soon to be old inline calculator
- vscode: formatOnSave false by default, true for specific languages
- Do not allow import txn to transfer if it matches
- Set higher lock/statement timeouts when running migrations in heroku
- Revert “Dirty form tracking: Do not disable by default”
- Remove Transaction event handlers
Now that we’ve given the casual release-notes skimmers a false sense of there being substance here, let’s move on to the actual release note. Singular.
- If you edited an unapproved, matched transaction via the “approve” popover (by clicking the chain icon, then the “Approve” button in the popover), and then clicked the “Approve” button in the transaction row, an error message was displayed. A bit of a mess, so we fixed it.
Web Release Notes: January 31, 2018
- We added a new “Manage Connections” option to the budget menu. Consider it one-stop shopping for all your bank connections needs. You no longer have to trudge through the “Add Account” flow to add, remove, or troubleshoot connections.
- Buttons and checkboxes now work better with screen readers. And if you discover other areas of the app that need similar love, please let us know!
- Reports now use the date format specified in your budget settings.
- When clicking on an older transaction to navigate to the accounts page, sometimes you get a message saying the transaction was hidden by the filters even if it wasn’t. Be gone, silly message.
Web Release Notes: January 26, 2018
- The export format for reports now better handles numbers, names with quotes in them and currencies that use quotes as decimal separators.
Web Release Notes: January 24, 2018
- We added an export button to export each of the reports as a CSV file. This exports data only. You’ll have to make your own pretty pixtures.
- We added a “Record Payment” button (next to “Add Transaction” for credit card accounts. Click it and it’ll create a new transaction with helpful defaults, such as last-used payee and payment amount as inflow.
- We added a “Payment or Transfer” button to the category dropdown when recording a credit card transaction. Click it and it’ll open the payee dropdown so you can select the proper account for the payment/transfer.
- We changed how transfer payees are displayed to clarify whether they’re being used to pay a card or transferring money.
- If you’re YNABing on a very small screen, you’ll notice that when searching for transactions the undo/redo buttons turn into an ellipsis (…). Fret not, dear very-small-screen YNABer, click the ellipsis and the undo/redo buttons will magically appear (and the search field will shrink a bit to give the buttons some room).
- We implemented a considerable number of UI fixes to make things more consistent and refined. In the interest of conserving space, amusing myself, and transforming pedantry into novelty, I’ll list them without spaces:
- If you set a flag on a scheduled transfer transaction, when the scheduled transaction fires the flag will now be applied to both sides of the transfer. Previously, that flag would only be applied to one side.
- We changed the export confirmation label from “Don’t remind me” to “Don’t show again”. Select it and we’ll neither remind you nor show it again.
- When matching transactions sometimes we’d create a duplicate transaction that couldn’t be approved or rejected. Frustrating and fixed.
- Searching transactions by payee was not returning sub-transactions with empty payees when the parent transaction matched the search term. Now it does.
- For users with the old-style onboarding, clicking the link to review TODO steps wasn’t working properly. Fixed.
- Fix a crash that could happen when using “Enter Now” on scheduled transactions. Rare, but fixed nonetheless.
- In the accounts header we were showing a “pointer” cursor for “Cleared Balance,” “Uncleared Balance”, and “Working Balance” when they were negative, as if there was some action to perform by clicking them. There isn’t, so we now show the default cursor (typically an arrow).
Web Release Notes: January 17, 2018
• We removed the Cancel button from the edit-category popover for debt categories since those categories are not editable. The remaining OK button is your escape hatch from the popover.
• We added some more generic payee names to the list of those we ignore when automatically renaming payees after direct importing transactions or importing from a file.
• We fixed an issue that prevented a small number of referral program credits from being applied. If you’re due a free month and haven’t gotten it, drop us a note at [email protected] and we’ll fix it up right quick!
• Recommended search wasn’t working for categories with the same name as a previously deleted category. It is now.
• Register dropdown search was not working properly for payees or categories with a colon. I:t i:s n:o:w.
• Register rows for transfer transactions were a tiny bit taller than their non-transfer brethren. No longer.
Web Release Notes: January 10, 2018
- The YNAB Alexa Skill is now available in Canada and Australia! If you were looking for the perfect reason to move to either of these wonderful countries, this might be it.
- Scheduled inflows on credit card accounts could cause the available amount on a category to be displayed with a “negative” status (red) instead of the proper “caution” status (yellow). Fixed now.
- YNAB 4-Migration News:
- In some budgets migrated from YNAB 4 scheduled split transactions with transfers would not “fire” correctly when their time came. The split transactions would be created, but in certain cases the transfers wouldn’t be executed. This has been fixed.
- Sometimes sub-transfers had different dates on each side of the transfer. We now ensure they match.
- Sometimes split transfers would not correctly assign the transfer payee correctly on one side of the transfer. It’s now assigned correctly.
- Scheduled transactions migrated from YNAB4 were skipping the first instance. For example, if you scheduled a transaction with daily frequency set to fire first on 2 January, it would not fire on 2 January but would instead start firing 3 January, then continue per schedule after that. We now handle the first instance properly.
- We fixed some layout issues when confirming email from a mobile device.
Web Release Notes: January 3, 2018
What if we all work for Callister? Takes a bit of the shine off the new year, doesn’t it?
- Safari 11 news: Previously Safari didn’t support naming the file that gets downloaded when you export your budget. Safari 11 now does, so you’ll get a properly named zip file for your efforts.
- Apple subscription statuses are now more
fresher freshierup-to-date. If things are copacetic with your Apple subscription you should be good to go accessing the software. Apologies to the small number of YNABers for whom this wasn’t the case.
- If you had two similarly named categories in different category groups, moving money would accidentally select the wrong category in some cases. Now it selectively selects the category you’ve selected, pickled peppers notwithstanding.
- Firefox 2 news: Setting a custom timeframe in the reports filters would jump around unexpectedly. Dragging an amount from outflow to input would crash. Both fixed. (Maybe now would be a good time to upgrade? Unless, of course, you’re still running Windows 98 or NT 4.0, in which case we’ve got you covered.)
- We fixed a borked link in the old on-boarding flow. Precious few of you still have the old on-boarding so feel free to not care about this one.
Web Release Notes: December 12, 2017
We’ve implemented two sought-after features from YNAB 4:
- Set Available Amounts to $0.00
- Reset Budgeted Amounts
The first option will adjust budgeted amounts so that the available amounts are zero. Shocker, I know. Similar to existing Quick Budget options, we only update the un-budgeted categories when no categories are explicitly checked. If you’ve checked one or more categories, we’ll update those (even if they already have budgeted amounts).
The second option resets budgeted amounts to zero. Unlike the other Quick Budget options, this will affect categories with budgeted amounts when no categories are explicitly checked. We’ll pop up a modal asking for your confirmation before we make the adjustments. We’re considerate like that.
Web Release Notes: December 11, 2017
- We added a hover state to the “jump to transaction” button so it looks less like two random arrows pointing in opposite directions in the Payee field.
- The “reject transaction” button on the “approve transaction” dropdown is now properly styled.
- For transactions that don’t require a category we show a slightly knocked out “Category not needed”. The tooltip should show the same copy, but didn’t in some cases. Fixed now.
Web Release Notes: December 6, 2017
You can now create new categories while adding transactions. You used to have to abandon your nascent transaction, go to your budget, create your new category, then go back to adding your transaction. Not exactly frictionless budgeting. Now you can add the category right from the register.
The “move money” search filter now behaves as well as the register filter, matching text in the middle of words and not choking on emoji.
IE6 Safari 11 fixes this round:
- You used to have to select a category twice in order to make it stick. Now it’s once and done, as it should be.
- When selecting a category from the dropdown and pressing enter, the search text was committed instead of the selected category. That’s not what you meant so we fixed it.
- In the account register, popovers would reappear after shifting focus to another input. This happened with date, payee, and category popovers. Sloppy, but fixed now.
- Previously, you could transfer a split transaction to an off-budget account, and you could also specify any of the sub-transactions as transfers as well. This caused duplicate transfers, throwing off account balances. Fixed now.
- When creating a scheduled split transaction with a date prior to today, the first transaction created did not include the splits, although subsequent transactions would get them.
- When editing an existing scheduled transaction with splits and changing its date to a date prior to today and modifying any of the splits, a transaction would be created but have the old split information.
Web Release Notes: November 29, 2017
[Obligatory ate-too-much-at-Thanksgiving joke here. Pause for obligatory chuckle in response.]
- Now you can jump from one side of a transfer transaction to the other, like a veritable Bob Beamon of the budgeting world. Just click the icon next to a transfer transaction and—BANG!—you’re on the other side. You can also click a transaction in any activity list (budget activity, upcoming transactions, spending report transactions, or income vs expense transactions) and we’ll take you to that transaction.
- If you add an account using the mobile app before using the web app for the first time, we now allow you to preferentially skip the “add account” onboarding step. We used to make you jump through the hoop of adding another account in order to get credit for that step in our deceptively educational game of onboarding, but that was being somewhat dismissive of your accomplishment. We’re all for giving credit where credit is due.
- In our never-ending quest to bolster Direct Import (DI), we’ve started preventing the creation of duplicate DI connections for a given institution/username combination. If you were lucky enough to have created duplicate connections in the past, through no fault of your own, we’ll politely ask you to relink those accounts through a single connection.
- When selecting the date format for a budget, we show a preview using the current date. That’s all well and good unless the day and month number happen to match, like 11/11/2017. In such cases it’s not obvious which part is the month and which the day. Now, instead of using the ever-fickle and oft-ambiguous current date, we always use 12/28/2015, arguably the single most important date in personal-budgeting history.
- And we now set a more appropriate date for the goal we create during onboarding.
- We fixed an unfortunate currency formatting issue in the error modal we show when trying to match a split transaction with a regular transaction of a different amount.
- If there was sufficient time to accumulate two or more instances of a scheduled transaction since you last logged in (no judgment), we only created the first one. That’s fixed. Now we create them all.
- We fixed an issue with adding/editing transactions on Safari 11 (the IE6 of the modern era) where you couldn’t shift focus from one field to another with a click.
Web Release Notes: November 15, 2017
This is going to be kinda boring. Fair warning.
- We now show a warning message when you delete a non-reconciled transfer when the other side is reconciled. The warning is essentially the same one we already show for reconciled transactions.
- When creating a new credit card with a name that’s already being used by another of your accounts, we were showing an inaccurate validation message. We still aren’t allowing duplicate names but the error message is now on point.
Web Release Notes: November 9, 2017
There can be only one release note.
- If you were editing an account, set its balance to zero, then closed the account we weren’t creating the corresponding adjustment transaction. We now create the adjustment before closing the account.
Web Release Notes: November 8, 2017
These relatively unembellished release notes are brought to you by looming deadlines and lack of sleep. Please insert your own jokes where you see fit, then chuckle gently to yourself. And you’re completely free to work blue, though I’m not seeing much fodder in this batch.
- You can now select an existing transaction and either click the Edit menu or the Make Recurring button on the calendar dropdown to create a scheduled transaction based on the selected transaction.
- If you’re setting up an account and your search for your financial institution comes up empty, you can now suggest our Direct Import provider adds support for it.
- If one of your Direct Import financial institutions is having issues we’ll display a new status message in-app. That message will include a link to the status page for more information.
- When searching transactions by date using a
before: xx/xx/xxxxfilter, split scheduled transactions were sometimes shown even if the date was after the filter value. Those false positives have been quashed.
- If you clicked outside the edit account modal to close it (as opposed to clicking the Cancel button) and that modal was displaying a validation error message, the next time that modal was opened the old validation error message was still showing, even if you had switched accounts. That’s fixed now.
Web Release Notes: November 2, 2017
Good artists copy; great artists steal. Two bullet points below are lifted verbatim from the iOS v2.0.5 release notes. But you, dear Web Release Notes reader, can consider them original content since Apple takes its sweet time approving new releases and the iOS release notes haven’t been published yet. I would apologize for the self-plagiarization, but it’s a gray area and my creativity is faltering.
- Some banks include invalid unicode characters in their export files (shocker!). Our file-based importer would crash on those characters. Now it doesn’t.
- If we see a check number in a direct imported bank transaction we now prepend that check number to the memo. Unless the check number is already there, because we don’t like duplication. Unless the check number is already there, because we don’t like duplication. Also, check numbers imported through direct import or file-based import will be prepended with a # sign, creating an inadvertent hashtag. Bonus!
- Scheduled transaction handling got some love (and by love I mean a major overhaul). It’s now less error-prone and much more performant (not a word, but perfectly cromulent in this case).
- You can now split a transaction if you are transferring to to a tracking account. (/ht Aquamarine Projector)
- Fixed a regression so after adding a new bank account and closing the accounts modal we, once again, automatically select the account you just added.
- When adding a transaction, we show available balances next to each category. But if you added a transaction for a given category then added another for the same category, we didn’t update its available balance. That’s fixed now, so we always show the latest available balance in the dropdown. Accuracy FTW!
- When importing transactions from your bank, if a transaction was not yet approved and matched another transaction you weren’t able to “unmatch” them and save as separate transactions. You could tap the “Unmatch” button until the cows came home, but nothing happened. That’s fixed now. And I’m happy to report the cows made it home safely.
11 Oct 2017
- The new “My Account” design is making its debut. But it’s not like some prim and stuffy coming out party. Or maybe it is, but only after The Lady Chablis saunters in.
- Nothing in particular to call out here. Just the normal paying down some technical debt and implementing performance efficiencies. (Of note for you technically leaning YNABers, Taylor cut our IO load on Postgres by about half. BANG!)
- More Safari 11 fixes. Just like last time, only more. Hopefully this covers all the places you could get it into an infinite select-text/focus-field loop in Safari. Kindly let us know if you stumble across any wayward squatters. As a reward you’ll get to read about it in the next release notes, warmed by the knowledge that “Hey! I told them about that!”
- Some Apple subscribers were running into an issue where they got charged for the subscription but the app was telling them they weren’t subscribed. Frustrating, to say the least. I apologize for that issue. This release fixes it (he said, furtively crossing his fingers).
02 Oct 2017
- Not much, just a couple of improvements and a bug fix. What’s new with you?
- We had changed the payee-selection behavior to prioritize the payee name you typed, as opposed to auto-selecting the first match. This made it easier to create new payees. Well, swayed by your feedback, we’ve changed our minds. Or maybe it’s more accurate to say you changed our minds. Regardless, now we auto-select the first matching payee so you can simply hit the <enter> key and move on with your life. As a result, you’ll now have to explicitly select “Create ‘[payee name]’ payee” to create a new one.
- When you select a future date while creating a transaction in your account register, you’re most likely creating a recurring transaction so we no longer close the date picker and focus on the payee field, forcing you to go back to the date picker to select a frequency. Now the date picker remains open, patient awaiting your choice of repeat-frequency. It’s UX with a better X. UX, if you will.
- Fixed a bug where the previous month listed on the inspector when a category is selected wasn’t always the actual previous month. Apparently the order of months on the Julian calendar is significant. Who knew?
25 Sep 2017
Monday releases are cool because they add a modicum of shine to an otherwise universally derided day. Unless you’re the one writing the release notes. Then it’s every bit a Monday. Please calibrate your expectations of these notes accordingly.
- For the product team the first day of the month (FOTM) can be somewhat harrowing. When the month rolls over we do a bunch of calculations to summarize the previous month and prepare for the next. To understate the issue this can cause some stress on our beloved database while it catches up. We have a few knobs to turn and settings to tweak to help it along, and if you imagine The Great and Powerful Oz when Toto pulls back the curtain that would be a fair approximation of what we look like on the FOTM. Well, with October 1 looming, we’ve identified and addressed some performance bottlenecks in those FOTM calcs, and generally made the process more efficient. It’s likely not the end of the story but we’re getting closer to not caring about month rollovers.
- Direct Import gets some love in the form of a “Skip” button that allows you switch to adding an account manually. The “Continue” button has the same effect when your institution search yields no results. And if you selected an institution from the list the “Back” button takes you back to search, unless you got a credentials error before you clicked “Back”, in which case we take you back to the banks list. Got it? Good, there will be a quiz tomorrow.
- File Based Importing (affectionately known as FBI) had an issue when dragging and dropping files in Firefox. That’s fixed now so you won’t see the FBI overlay appear when it shouldn’t.
- When you focus on a field we automatically select the text in that field so you can just start typing. Efficient, right? Not so much in Safari 11. When you select text in Safari 11 it fires its focus event. We see that focus event and select the text, which causes Safari 11 to fire its focus event, and ’round and ’round we go. That’s fixed now; you’re free to use Safari 11 with impunity.
21 Sep 2017
This small hotfix release fixes a problem users who upgraded to Safari 11 were having when adding or editing a transaction. There was an erratic jumping behavior that was quite distracting but it should not be happening anymore.
20 Sep 2017
Folks, our witty release notes author, George, is taking a much needed vacation this week so the notes are going to be a bit more dry this week. Sorry! George will be back at it soon!
- We made some welcome improvements to error messages when adding a new account. If we are having issues connecting one or more banks, we will tell you about it and give you a handy link to either our status page or a troubleshooting guide that should be helpful.
- If your date format has a “-” in it, we previously fixed it so pressing “-” didn’t go back a day but let you type in a date with dashes in it. But this also disabled the left arrow key. So we have now restored the left arrow hotkey on the calendar for users with “-” in their date format. If your date format does not have a “-” in it, you never even knew this was a problem.
- We fixed an issue where the selecting of existing text when editing a transaction is delayed so for some fast typers (you know who you are), the beginning of the word they’re typing gets overwritten by the rest of the word they’re typing.
- We used to do a lot of work behind the scenes when you moved a category to another master to keep things updated. We’ve removed most of this work so things should be much faster now. Why do work when you don’t have to?
- The text for the tooltips in the Credit Card Payments budget section have been updated to be more consistent.
- Fixed text formatting when showing a loading message during the process of connecting an account to a bank. For those that know what “double escaping” means; yeah, that was the problem.
- Ctrl+Click on a sidebar account to open in a new window on Windows has been fixed!
- When entering a transaction and searching for a category, the filtered list of budget categories were not always listed in the same order as they were in your budget itself. Fixed!
13 Sep 2017
- In the register, when you select a payee we suggest a category based on the category you previously used for that payee. Helpful, right? But if you just hit <enter> on the auto-suggested category we’d pull the ol’ switcheroo and replace it with the category you used when last entering a transaction. So if you created a transaction with “Whole Foods” as the payee, we would auto-suggest (and highlight) the category “groceries”. But if you just hit <enter>, intending to save the auto-suggested “groceries” category, we’d save it as a different category, like “life insurance”. Maybe that’s a poor example since one could make the argument that groceries are a type of life insurance, but the app’s not that smart. Yet. Weak example notwithstanding, it’s fixed now.
- We no longer select a partially matched payee from the list of suggestions, only exact matches. To select a partial match, you’ll have to exercise those arrow keys or (horror!) use the mouse.
- When selecting a payee or category for a split transaction we’d shift focus to the next field to fill in (hooray!) but on the wrong sub-transaction (boo!). Somewhat disorienting, but fixed now.
- When selecting a transfer payee, we now correctly shift focus to the memo field, not the disabled category field.
- Manage Payees continues to grow in strength and stature: if you’re combining 10 payees or more, we’ll display a confirmation dialog to make sure that’s what you’re intending to do. Turns out that “select all” checkbox is actually a footgun.
12 Sep 2017
- With no categories selected, clicking any “Quick Budget” option did nothing. It did nothing instantly so “Quick Budget” is still a fair descriptor. Now those options actually change your budget, albeit a few milliseconds more slowly.
- If you added a split transaction then removed one of the child transactions we used to erroneously create an orphaned sub transaction. Fixed now.
- Fixed an issue with Firefox where you couldn’t change the frequency of a scheduled transaction. Dr. Baronovich implores, “You must think in Russian”, but it should work either way.
- Fixed an issue with the links the unofficial toolkit for YNAB injects into the sidebar. In unrelated news, today’s word of the day is magnanimous.
06 Sep 2017
Howdy, friends! Invigorated by the prospect of the young’uns returning to school we’ve been busy little bees. There’s a lot going on in this release so kick back, put every electronic device within earshot on DND, and laissez le bon temps roulet.
- Selecting multiple transactions in a big register via shift+click now works as you’d expect, even if you have to scroll, scroll, scroll before you shift+click.
- You should notice substantial performance improvements when editing transactions. And “substantial” is in italics so it means “really a lot”.
- No more jumping to the memo field when categorizing a newly imported uncategorized transaction.
- Transaction dropdowns now open on Safari 11, which is helpful.
- No more setting goals on the “Uncategorized Transactions” pseudo-category in the budget. If you have uncategorized transactions we roll those up in the aforementioned pseudo-category in your budget. And we used to let you attach goals to that category. That serves no appreciable purpose, so we removed the “feature”.
- We’re slowly rolling out improved account_category_payee/memo searching, giving priority to items starting with the search term and accounting for some tpyos.
- Select a few entries on an account register (use shift+click for bonus points!) and we’ll show you a “Selected Total” at the top. “That’s old hat!”, you say. To which I reply, “yes, it is old hat, but let me finish.” With this release that selected total better accounts for split transactions! Disappointed in the anticlimax you shake your head thinking, “just because you add an exclamation point at the end doesn’t make it exciting.” Fair point!
- More search geekery: when searching for a specific account, payee or category, and you have some that are similarly named, we’d match ‘em all. Now we prioritize complete matches in the results. For example, say you have two categories:
Unfun Money. Prior to this release, searching for
Category: Fun Moneywould also match the “Unfun Money” category. Now it only matches “Fun Money” because it’s a complete match and we prioritize complete matches. If you want both results returned you can leverage partial matches with
- The hyphen/dash (
-) hotkey usually goes back one day when entering a date in the register. But things got a little wonky if you configured your budget to use a date format with dashes. Said wonkiness is now gone. Now dash away! Dash away! Dash away all! (Too soon?)
- It’s déjà vu all over again. Moving between budget months was keeping categories selected even if they were later explicitly deselected. For example, select
Electric, then go to next month. Now deselect
Phone. Now go back to the previous month and both
Phonewere selected. This is fixed now. It’s jamais vu all over again.
- Your browser should now stop asking to remember bank credentials for Direct Import.
- When fresh starting a budget, the starting balance will now reflect your time zone’s ”today” instead of UTC’s “today”. Unless, of course, you only fresh start your budgets in Greenwich, in which case no such bug ever existed. “Just joke”, as a friend used to say.
- We added two new aliases for wiring up institutions for direct import: “amex” will get you “American Express”; and “unionbank” will get you “Union Bank”. I sincerely hope this bullet point finds its way to that one YNABer who uses both Union Bank and American Express. The time savings will be unprecedented.
- We fixed some issues with printing reports. The trees aren’t happy, though Hank Stamper and family applaud the effort.
- We now include commas in amounts when exporting budgets. Jesse previously refused to let us export them saying, “Let Excel use its own commas.” He has since softened on this position.
- The register now shows “Category not needed” whenever a category isn’t needed, like for transfers, split transfers, and debt account (e.g. credit card) starting balances. If you have a positive starting balance on that shiny new debt account, we’ll show “Inflow: To be Budgeted [sic]”.
- The “Income v Expense” report no longer classifies starting balances as income. I would explain the technical details behind this decision, but unless you’re an accountant you’d be bored. And if you are an accountant you’d just roll you eyes at my rudimentary explanation.
- We now prevent the self-service modal from getting hidden behind the on-boarding banner on small screens. It would be funny if the part that was hidden had said, “Get a bigger screen.”
24 Aug 2017
- When editing existing connections to banks that are no longer on the enabled institutions list we no longer display the loading screen until the eschatological end of days.
- For cash accounts, we no longer show the “Set Up Direct Import” section on the “Import Transactions” modal. That’s just silly. Unless your purse/wallet/pocket/mattress has an API for cash transaction aggregation, in which case we should talk.
- The budget menu copy got tightened up a bit. See if you can spot the differences.
- In some very specific circumstances, with a small number of institutions, we were incorrectly importing empty memos/payees from bank transactions. Can you say “unanchored regular expression”?
17 Aug 2017
- We love mobile, especially with all its new hotness, but we had to give it a little talking to so it would play nice with payee management. If you deselected “Automatically categorize payee” option on the “Manage payees” modal then used that payee when entering a transaction on mobile, the option would be re-selected automatically. Then the next time you entered or imported transactions with that payee auto-categorization would keep auto-categorizing. That’s likely not what you wanted so we fixed it. The fix will take a short while to roll out to everyone so hold tight if you have this problem, knowing it will be fixed up soon!
- There was a very edge-casey scenario (oh, so rare!) that could cause To Be Budgeted to get thrown off temporarily when deleting a category. No more!
- We’ve freshened up this little nugget: humans.txt
- More security fixes about which we shall remain hand-wavy.
- Some good news before the bad news: we added a subtle animation when closing modals, because who doesn’t like subtle animations? (Not to get too excited, it’s more Steamboat Willie than Toy Story, more Wallace and Gromit than Fantasia, more South Park than The Wall.)
- Now the bad news: the beloved Reconciliation Dance modal will dismiss itself after 2 seconds. We used to wait for you to click somewhere before dismissing, but that could get a bit awkward. On the upside, the auto-dismissal features a subtle animation, so you’ve got that going for you, which is nice.
08 Aug 2017
- Ok, so apparently ending a sentence with a preposition is bad mojo. Remember yesterday, when we so boldly told you the Net Worth report excludes closed accounts? Well, we got it wrong. Turns out, for historical reasons, closed accounts should be included, otherwise you’ll see a big bump in net worth for the month you closed the account.
- We introduced a little regression (in the vernacular) with our last release which prevented linking YNAB to Alexa. It’s fixed now.
- So far we’re 0 for 2 in terms of “cool stuff” in this release, but take heart as we can now legitimately appropriate the term iatrogenic.
- You might think morale is a bit low on our end, what with two mistakes in the previous release, but if you look closely through the egg on our collective face, we’re positively beaming today. Why, you ask? Well, we’re completely stoked (at the risk of sounding too technical) to release our full-featured mobile apps today! Get ’em while they’re hot!
07 Aug 2017
- The Net Worth report excludes closed accounts. When you close an account you transfer the balance to another account, so everything’s accounted for.
- We have no official position on ending sentences with prepositions.
- We fixed an issue with matched transactions that prevented them from being approved.
- When fresh starting a budget we append to its name the date your old budget was archived. The only problem was we were using UTC time to determine the date. Those of you who’ve had the unmitigated pleasure of dealing with time zones are now gently nodding your heads in knowing assent. Those of you who don’t know that particular joy: sometimes our dates were a day off. Regardless of which camp you’re in, we now use local time so this issue is behind us. Get thee behind me, time zones.
- Cursors have been foiled again. (Snidely Whiplash anyone?) Cursor styles on the register and budget now more closely follow web standards. You know, things like the pointy hand for things you can select, and I-beam pointers where you can enter text. (Whoever named the “I-beam pointer” phoned it in that day. Or maybe the rockstar who named the octothorpe had the day off.)
- If you use the Grammarly extension with Chrome, your going to love this one: you’re budget totals should be back in alignment.
- We no longer show the “cleared” icon/column for scheduled transactions. We weren’t saving it anyway so this was misleading, which is out of character for us. Apologies.
- It’s tougher than you think to work the word “splash” into release notes. Well, maybe not if you’re not overly concerned with subtlety.
03 Aug 2017
- We took the liberty of sprinkling in some security bits. Those of you expecting me to paraphrase Ben Franklin’s quote here will be sadly disappointed. I got my ears soundly boxed the last time I ventured away from the safety of apolitical rhetoric.
- If you’re in that elite group of users managing their payees in IE 11 (holla!), we now correctly determine the first checked payee.
- In other Manage Payee news: we added some more generic payee names to the list of those we ignore when automatically renaming payees after direct importing transactions or importing from a file. This includes such stalwarts as ‘withdrawal pos‘, ‘check with image: inclearing check‘, and the granddaddy of ’em all: ‘atbol interac e-transfer rcvd‘.
01 Aug 2017
- Our new Payee Management feature is now available to everyone!
- Quick Budget: When you have no categories selected, the Quick Budget amounts previously only included values for categories that weren’t budgeted ($0.00). Now we include values across the entire budget. Please note, if you use a Quick Budget option with no categories selected we’ll still only budget un-budgeted categories ($0.00). It has worked this way for a long time and will continue to do so. This will save you the frustration of budgeting a bunch of stuff then clicking “Average Spent” which otherwise would have blown away all the work you just did, which you might not have intended.
- For those of you with a keen (or even indifferent) design aesthetic, the account widget now uses all the available vertical space. This was only noticeable on bank connections with a bunch of accounts. Awkward whitespace no more.
- When managing payees we now default the combined payee to be the first payee you actively selected.
- We fixed the sort order of hidden categories. This is tantamount to grooming your dust bunnies. Most people won’t look under the couch, but if they do, your dust bunnies will be on point.
20 July 2017
- We’ve made some updates to Payee Management so we can continue slowly rolling it out to everyone. Thank you all for the feedback!
- Notably, a newly combined payee loved the ride so much that it would try to sneak into your next combine. We now deselect all payees after combining or deleting.
- Scrollbars. Apparently they are useful. They have returned to your long list of payees.
- And a small but important fix for adding accounts with those unadventurous default browsers, IE and Safari.
19 July 2017
- We’re slowly rolling out the Payee Management feature, which got some love. Renaming a payee used in a split transaction no longer throws an error. And here’s a fun one: Go to ‘All Accounts’, then ‘Reports’, now open ‘Manage payees’. Did you get the Uh-oh! error? Of course not, because we fixed it, silly goose.
- Direct Import got some improved connection-status and error messaging, which gives us all a bit more visibility into the quagmire that is bank-transaction aggregation.
- Speaking of direct import, searching for your beloved financial institution now includes URLs in the results list. This should give you a bit more confidence that we’re all talking about the same bank.
- And the direct import improvement train keeps rolling: We introduced a bunch of aliases for common search terms. For example, if you search for “FCU” we’ll return results for “Federal Credit Union” too. And we support (USPS) state postal abbreviations, too, so you can just type “MA” instead of trying to remember how to spell Massachusetts. That’s of dubious value, though, since if your financial institution is in Massachusetts, you probably live in Massachusetts. And if you live in Massachusetts, you probably know how to spell Massachusetts. (At least one would hope.)
- When you’re adding an account, waiting for direct import to connect to your bank is now a more pleasant experience. As the various steps of the connection process complete, we update the interface to let you know things are happening. It’s the next best thing to playing the countdown music for Final Jeopardy! in the background.
- For bank connections requiring your attention, we’ve replaced the little warning icon with a more descriptive banner. (And now we have a few thousand little warning icons laying around, collecting dust, if anyone’s in the market.)
- We fixed an issue where starting balances were being dated “tomorrow”. Optimistic, yes, but helpful? Not so much. (For our developer friends: timezones, amirite?)
- Other UI polish, such as indenting the splits in split transactions in the register; and suppressing the needs-category-alert icon when creating new transactions, before you’ve even had a chance to categorize it. Patience, young grasshopper.
- Also, Jar Jar Binks is the real Phantom Menace.
12 July 2017
- Too clever by half seems an apt description of this one. When importing transactions from your bank we used to mash together the original payee name with the memo field. The thought was this would give you a handy reference to the original in case our cleaned up version of the payee name was off. Nice touch, but it could lead to some confusion if not downright duplication, so we don’t do that anymore.
- If you have any payee rename rules that affect incoming transactions, we now include the imported payee name in the tooltip we display when you hover over the payee field in the account register. Think of this as the xkcd tooltip of the budgeting world.
- We’ve improved duplicate detection when direct importing transactions from your bank. This kind of thing is conspicuous only in its absence. Like that single, crisp dollar bill your grandmother included in every birthday card she sent.
- We noticed some folks were missing Credit Card Payment categories which caused errors when selecting credit card accounts. We fixed that. Please accept this joke as an apology: What do you get when you cross a joke with a rhetorical question?
- For budgets using non-decimal currencies, search results weren’t including inflow/outflow queries. Now they do and all is right with the world.
07 July 2017
Yesterday morning we started seeing reports of transactions importing without payee/memo information, as well as some duplicate transactions. We temporarily paused transaction importing to prevent more errant transactions from being created while we worked with our direct import partner to diagnose and fix the issue. Unfortunately we were a little late to the party as many YNABers had already imported some of these wayward transactions.
Thankfully our direct import partner quickly fixed the bug that caused this issue. That said, we’re releasing some tweaks to YNAB to prevent more of these ne’er-do-well transactions from being imported in the future.
Transaction imports are now running at full capacity and will very likely be caught up by the time you read this. Unless you’re a really fast reader, in which case transaction imports are now running at full capacity and will very likely be caught up by the time our slower (but much beloved!) readers finish this paragraph.
We’ve removed many of the offending transactions (those that were already downloaded and waiting to be imported into an account), but there might still be some laying around. If you see any duplicate transactions the next time you import, just delete them to get back to budgeting. (Pro Tip: use the search to find all transactions that need approval with “Is: Unapproved”.) If you’re still seeing duplicate transactions in subsequent imports, please contact [email protected] and we’ll get it sorted, posthaste.
Finally, please accept our apology for this little kerfuffle (or curfuffle if you live near Graham). As we mentioned above, we’re doing our best to make sure it doesn’t happen again. Thanks for understanding and have a great weekend 🙂
28 June 2017
- You know you can cmd-click (ctrl-click on Windows) links to open them in new browser tabs, right? It works for most browsers. Except it didn’t work on account names listed in the sidebar. It does now. (You can also cmd-click your browser’s back button. We had nothing to do with that but people will be amazed when you show them.)
- Better behavior surrounding reconciled transactions needing approval. When importing transactions, if any of them got matched to reconciled transactions we’d sometimes hide the approval icon/column. As part of this change, any reconciled transactions that need approval will be included in the “X transaction(s) need(s) to be approved or categorized.” alert message and count badge shown next to accounts on the sidebar. There’s more to it than that, but if I went into greater detail you’d only be left wondering why you took the time to read it. Instead you can now simply bask in the satisfaction of knowing that reconciled transactions needing approval now work much better.
- Remember those 01 June 2017 release notes? The one with the Pinocchio reference that no one got? Yes, that’s the one. We made mention of an updated credit card payment flow we were rolling out slowly. Well, now everyone has it. And now no one feels special.
- Transaction rows behave both more civilly and generously. When adding or editing a transaction sometimes its button row would impolitely obscure the transaction below. Now the transaction being edited politely asks the transaction below if it would be so kind so as to make some room for its button row, and the transaction below always selflessly obliges.
- A hand-wavy mention of mobile performance improvements which will leave you with a general feeling of contentment with the mobile apps, but nothing you can really put your finger on.
- Fixed a bunch of silly little things that seem obvious in retrospect.
- More secret stuff we won’t mention other than to mention that we won’t be mentioning it.
21 June 2017
- Some accounts migrated from YNAB 4 had an incorrect account type, which prevented them from being edited/saved. That’s both embarrassing and fixed.
- If you changed your mind after bulk deleting a bunch of transactions, you’d have to undo them one by one. While some folks appreciated this added tedium in their lives, most apparently didn’t so we fixed it.
- Our previous, ostensible fix to the register’s “Select All” checkbox caused it to appear as checked when no transactions were being displayed. Technically we could justify this behavior with some kind of half-cocked “Schrödinger’s checkbox” explanation, but no sane person would buy it so we unchecked the checkbox instead.
- We made some improvements to direct import when disconnecting and reconnecting accounts in an effort to prevent importing previously downloaded transactions. (No cute, folksy discourse on this one since we’ve long ago realized banking data aggregation is the ultimate joke here. “Ha, ha, very funny…” – E. Murphy)
- We now prevent you from connecting more banks with direct import than the maximum number allowed (rhymes with “punty thrive”). Seriously, if you think you need to connect so many banks, write in to our all-star support crew and tell them, “The release notes told me to write in about punty thrive. Why can’t I have punty thrive?” Once they figure out what punty thrive is, they’ll explain why you can’t, don’t need, and don’t want to have it.
- The first person to tweet the entire catalog of the new summer loading messages will likely confuse a good number of their followers. We, however, will post your tweet to our internal #slack board and fawn over how awesome you, and our users in general, are.
- Some minor security improvements, and a bunch of under the hood improvements and fixes. These types of things in an effort to give YNAB that “tight core” all the sportsy people are talkin’ about nowadays.
16 June 2017
- More fixes from great feedback on the payee management feature we have been slowly rolling out. It’s almost ready for primetime.
- We fixed a bug on the Accounts screen where the “Select all” checkbox would sometimes get stuck in a checked state and not give up. We forced it to give up.
- A very small number of Direct Import accounts incorrectly got into an error state with a recent update, presenting the “Import (!)” indicator, and clicking there would result in an error. We fixed the issue and the affected accounts for good.
- An edge case after creating a new bank connection through Direct Import could result in an error when loading the list of available bank connections going forward, blocking you from adding new banks or connecting to existing ones. We fixed that, because no one likes edge cases.
- Tweak the message about storing bank credentials to clarify that this is handled by our direct import provider.
- A handful of improvements and fixes that will benefit our mobile apps.
13 June 2017
- We made some improvements to our background processing system to allow us to prioritize things better and get the important ones to run earlier than the not so important ones.
- There was a edge-case when selecting a payee for a transaction that could cause an error when trying to save it. Fixed!
- Tons of other bugs fixes.
- We’ve mentioned in recent release notes that we have been working on some big things and will release these in a big splash. This release continues that work and brings us so close!
07 June 2017
- In our 25 May 2017 release, we mentioned we were slowly rolling out a new feature to help with managing your payee list. We’ve collected great feedback so far and made some nice improvements and bug fixes. With these changes in place, we will be able to release this to more users.
- Since the last update, when adding new payee names, you might have noticed that special characters like ‘ & % >, etc. were showing as `, &, or >, and other such gobbledygook. These are actually HTML character codes being encoded improperly, not some fancy new way of bleeping out swear words. Regardless, we’ve washed the payee fields mouth out with soap and will no longer show those codes.
- When adding new accounts, we try to help with some sensible capitalization defaults for the account name. Unfortunately, there were some cApitalizatioN bugs (!), but we’ve fixed them.
- A style fix to the sidebar that was causing the account list to blend with the items at the bottom and make them unreadable.
- Quite a few other behind the scenes fixes to keep things running smooth.
01 June 2017
- We’ve made some fixes to our data retention job to handle some rare, edge-case issues we have encountered recently. Per our data retention policy, we periodically delete the accounts and data of people who have moved on from YNAB. (If you’re not using the software you likely don’t want us hanging on to your data.) If your trial expired over 120 days ago or your subscription expired over three years ago, we’ll delete your account. But rest assured, Prodigal Son, you will always be welcomed back with open arms.
- For new users, we won’t show your Age of Money number before it’s ready. If you miss the question marks we used to show as a teaser, please copy and save these question marks for later use: ???
- Now that reports have been out the door for a while and we no longer run the risk of incurring the likes of “What?!? No reports and you’re wasting your time futzing around with favicons?!?!”, we’ve updated our favicons. New, higher resolution, and more device-specific. If you don’t care, kindly take a minute to be happy for our friends like Ivan who’s running the app in Linux Gnome Web browser on a HighDPI display. This will make their days just a tiny bit brighter (and less blurry).
- The credit card payment flow got some love in terms of transaction import and matching: payee rename rules now work for transfers; imported transactions and transfers created from other imported transactions can now be manually matched; and when changing a transaction to a transfer, we will now perform matching on the target transfer account. Not exactly the kind of stuff that lends itself to a cute joke so we’ll just leave it at that. We’re rolling this change out slowly so if you aren’t lucky enough to have it early, you will soon!
- We’ve removed the option to manually match an imported transaction to a scheduled transaction since it doesn’t really make sense. The scheduled transaction isn’t a real transaction. To which the scheduled transaction exclaims, “I’m a real boy!”
- We continue tightening up the communications between the server and the apps. Now’s not the time for a Snapchat Story. We’re looking for something more like a Tweet. And an original Tweet at that, when 140-characters meant 140-characters.
- Speaking of communications between the server and the apps, we’ve cut down superfluous syncs. No need for the chitchat if there’s nothing to say. This is YNAB, not Facebook.
- The “secret sauce” continues to reduce, becoming thicker and more concentrated. Because no one likes their new features watery and underflavored.
25 May 2017
- We were delaying Age of Money calculations in certain situations in order to get a handle on the performance issues we encountered a few weeks back. It didn’t make much of a difference so we’re welcoming back real-time AOM calcs! (Please don’t make a big deal about it as AOM is feeling a bit sensitive about its unwarranted demotion.)
- We’re slowly rolling out a new feature to help with managing your payee list. We’re collecting feedback and ensuring it is rock solid, all the while.
- Unused payees are not used. Cute, huh? In a nutshell, if you change a transaction’s payee and that payee is no longer used, we don’t show it in the payee list anymore. Consequently, mobile get a slight performance boost.
- On the subject of mobile performance, we’ve slimmed down the payload for calc-only syncs from mobile which makes these syncs a lot faster, putting less of a strain on our beloved database in the process. This has nothing to do with “middle-out” nor Weissman scores, but that would be cool if it did.
- A bunch of other stuff we shouldn’t even mention because it will just frustrate you that we broach the subject but don’t really give you any substantive information about it.
16 May 2017
- When you “swap payee and memo” with File Based Import, check numbers will no longer be included in the payee name. In other news, we’re considering addin an “include random numbers when swapping payee and memo” option to FBI, but there’s not much internal support.
- If you’re on IE 10, the sidebar should look a bit nicer. Please don’t misconstrue this as a reason to switch to IE 10.
- Our Direct Import partner is tidying up the available list of institutions by merging some of them, and we handle this seamlessly during imports. This brings to an unceremonious end our game of “guess which banking institution you really meant.” Sadly, there were no winners.
26 Apr 2017
- If you imported a transaction, changed it to a split that transferred to another account and then later matched this transaction to a user entered transaction (whew!), the other side of the transfer would get detached from the original split. We’ve fixed this.
- The “3 transactions need to be approved or categorized” message on the Accounts screen will now only count split transactions one time, regardless of how many of the splits are uncategorized.
- Under some scenarios when importing transactions, we would set them as transfers to the transaction’s own account! We won’t do this anymore.
- If a new version of YNAB was released while you were logged in and then you attempted to logout, an error would occur. Now, we’ll log you out, really.
13 Apr 2017
- When you have transactions that need to be approved or categorized we show a notification, rightly so. Now, this notification will simply bring attention to the total number of transactions needing attention and allow you to quickly filter for them.
- Huge under the hood changes to support some big features we will be releasing in the not-too-distant future.
- A fix for a credit card payment category activity bug that would cause returns to reduce the wrong account category balance (in some cases). We’re slowly rolling this one out but we’ll give you a heads up if and when this fix gets rolled out to your budget.
- Alexa Skill: now, the YNAB Alexa skill will attempt to use the currency setting on the budget you have linked for responses, rather than assuming the currency type based on your physical location.
- We are experimenting with some changes to the way we handle budget calculations that should increase the overall performance of YNAB. Yay!
30 Mar 2017
- Lots of behind-the-scenes work on bank connections. Setup, maintenance and reliability will all improve!
- We fixed an issue with the redo button jumping down when you had many transactions selected.
- We are experimenting with a few tweaks to our on-boarding process to make it smoother than ever.
- If you change your account email address we will now send a verification email to the original email address.
- To make accountants cringe less when viewing the tooltip on negative/positive categories, we are removing parentheses around numbers in category balance tooltips.
- We’re still working hard on a feature we will release in one big splash. We can’t wait for you to see it!
24 Mar 2017
- Lots of behind-the-scenes work for bank connections. Setup, maintenance and reliability will all improve!
- Some minor security improvements.
- The bulk of our engineering/design effort is all still focused on what we’ll be releasing in one big splash. (It can’t be released piece-meal.)
09 Mar 2017
- When you bulk categorize transactions, we now have that update the Autofill Learning that is used for subsequent smarter categorization of transactions as they’re imported. (Basically, what you expected to happen more often will now happen more often.)
- Those checkboxes…You’d click one…two…nine… and then on that tenth and final checkbox you’d just barely miss it. This would, much to your chagrin (and mine) deselect all of your other checkboxing work. Now we’ve made those checkbox click targets much larger. Thank goodness.
- We had a nasty bug around undoing a split transfer. That bug has been eradicated.
- We did a lot of other important stuff behind the scenes! The largest portion of work is still only releasable in one fell swoop. Can’t wait to get in your hands, but it’ll be a while yet.
28 Feb 2017
This was one of our biggest polish releases in quite some time! So while we only give you the highlight reel here, there was a whole lot done behind the scenes.
- We made some improvements to our sync algorithm for more reliability.
- There are some fantastic behind-the-scenes improvements to our Direct Connect with Banks feature.
- We can’t wait to get this into your hands!
- We polished up the styling around hidden category names that are very, very long. You people love descriptive category names.
- Some keyboard action polish around a payee or category dropdown losing its focus and where that focus should land next.
- In Firefox, we fixed a bug where the Budgeted textbox was unclickable if the row was draggable.
- With scheduled transactions, we’ve made sure the system can only create one transaction for each date.
- If you don’t have any accounts set up, we now handle that with a bit more grace and aplomb.
- And hey, we bumped up a few ticks in our Rails version
21 Feb 2017
- We fixed a bug that would erroneously show scheduled transactions when searching for unapproved/approved transactions.
- Fresh Start: now when you Fresh Start, your budget name gets appended with “(Archived on … )” instead of “Before Fresh Start on …”.
- The list of budgets is now ordered by when you last changed them, not when you last opened them. Also, if you have the “Open last used budget by default” option selected, we’ll now open the last budget you changed, not the last one you opened.
- Some on-boarding tweaks to fix some bugs, make things work a bit better, and add some more guidance.
- Some database updates to improve sync performance.
6 Feb 2017
- We fixed some situations where transfers were being orphaned. It’s just as sad as it sounds.
- We love a good mix tape as much as the next guy, but music notes were appearing inside checkboxes. Something to do with encoding that had nothing to do with music.
- And of courses Fixes that Shall Not Be Named.
2 Feb 2017
A super small Thursday release that paves the way for some bigger changes coming down the pike:
- You know when your kids won’t keep their hands to themselves during really long car trips? Well, when selecting your own month and year in an account filter, the previously selected date preset wouldn’t keep its hands to itself. This caused the month and year you selected to behave irrationally. We gave a stern look to the date preset (via the rearview mirror) and it shouldn’t happen again.
- An under the hood change to take a bit of load off our servers
31 Jan 2017
- We tweaked onboarding for new users just a bit. Made budgeting a bit more intentional (no surprise there!).
- We made signing in faster for users by keeping script loading cut to a minimum.
- Budget sync logic was improved to lock always and early, and let the client respond appropriately.
- Lots of other behind the scenes fixes and polish.
- I’ve said it before and will say it again. We have a lot of stuff we’re having to hold back to make one big splash. Then we’ll get to do the iterative smaller stuff again!
18 Jan 2017
- We had some category reordering issues that are now resolved.
- Also, emojis strike again. We’re now allowing whitespace from text you folks enter so emojis don’t overlap regular text.
- We now allow a category to be set from the other side of an off-budget scheduled transfer. Confused? Me too. Just know that it now works as expected. 😉
- We did some nice stuff with new user onboarding and this included a few points of polish.
- And, of course, a lot of stuff we don’t mention here.
- Still hard at work on features that will land all at once, where we can’t release them piecemeal in any fashion.
11 Jan 2017
- We improved scrolling in the account register and fixed an annoying bug where the register would stick on a white screen.
- Filtering by a single month is now fixed.
- There were some banking institutions that, frankly, just up and disappeared on us. They’re now back in our supported institutions list and we’ve prevented that from happening again.
- And of course some behind the scenes stuff.
We’re working on some bigger (or would you say, “smaller?”) stuff that will release all at once. Hence the short lists of improvements as of late. 🙂
6 Jan 2017
- Getting started is half (most? all?) of the battle, so we’ve been hard at work on supports for brand-new users. We’ll begin rolling those out today, a little bit at a time.
- Our Undo button has always looked too much like a Refresh button. We made it better. And labeled it. You know, with the word Undo. So. Much. Better. (Of course, the Redo button got similar love.)
- We fixed an issue where, by re-sizing your window, you could make the Filter menu and Search box float around where they didn’t belong.
- Since the launch of our new website, we’ve found a few straggling links that led to nowhere. Links to nowhere are not helpful, so we fixed ‘em up.
- We recognize that, when you’re searching for a number with the “Find any field” search, you’re probably looking for the number in front of the decimal. So now that’s what we’ll show you.
- And, as always, a few invisible-to-the-eye improvements to security and back-end performance.
UPDATE: Part of our first release today made it impossible to use Reconciliation, which (like a link to nowhere) was not helpful. Our second release delivered the fix. Reconcile away!
4 Jan 2017
- Happy New Year!
- We’re now filtering scheduled transactions (more) properly.
- When searching for an inflow/outflow amount, we now take decimals into account (when your currency even uses a decimal).
- We removed the Today’s Balance from the edit menu of closed accounts. No need. It’s closed, man.
- When a search included a split in its results, the “Selected Total” amount (which we all love) was including the entire split transaction amount, NOT just the subtransaction relevant to the search.
We fixed a calculation bug that was occasionally hitting us on mobile.
- We’re hard at work on the mobile apps. They’re getting serious 2017 love.
7 Dec 2016
- We added some more generic payees to ignore during our behind-the-scenes renaming machinations.
- Alexa now ignores emojis. The only appropriate time to ignore emojis.
- Alexa also now handles inflows with aplomb. “I [received|got|accepted] $xx]…”
- On goals with a target balance by date, we’re now handling the situation where a target balance was met with funds rolled over from a prior month, and then had a negative amount budgeted to it with resulting weirdness. Weirdness is gone.
- And of course, those important fixes that need no mention.
30 Nov 2016
- Like a tasty sticky bun, the category column for the Income v. Expense report is now sticky. When you scroll right, it will demonstrate its stickiness by sticking (not scrolling). We’re happy to get this one out there for y’all! Especially if it helps you stick to your budgeting even just a bit better. Also, what’s brown and sticky? A stick. We’ll be here all week.
- Lots of behind the scenes work around our built-in help, Oauth, direct connect, auth tokens, and other sundries.
22 Nov 2016
- We made a bunch of improvements to the subscription process that will allow us to be more flexible and responsive in the future. For really cool stuff.
- We fixed a bug that was getting in the way of using the slick new Alexa skill (that Alexa owners talk to their budgets!).
- And a few other “under the hood” fixes that will make your driving budgeting happy.
17 Nov 2016
- Tidied up some errors with the newly-released search.
- We added a scrollbar to the dropdown menu for subcategories. Some of us apparently use a very small screen, or have a very long list of categories.
- Our new ‘help’ access point was being less than helpful in that it was blocking some of the UI for some users. We’ve fixed that. (Sorry about that one!)
- We now show a selected total when multiple transactions are selected:
- We also fixed sorting by flag color and a bit of keyboard navigation on the calendar dropdown when adding transactions.
- And … Scheduled transactions just got a whole lot better. A scheduled transfer will now show up in both accounts (genius!). And, for bills that you pay early (ridiculous budgeter that you are), you’ll find “Enter Now” in the Edit menu.
15 Nov 2016
- Our new Help button has been super-helpful – except when it covered the bottom of your Income v Expense report or the cleared column at the very bottom of your account. So we’ve nudged it over a bit and given you the superpower to see right through it.
- Pro Tip: If you’re on a Mac, and the Help button is still covering your cleared column, head for Settings > General and choose one of these top two options for scrolling:
- Speaking of scrollbars and the Income v Expense report, a horizontal scrolling bug made it difficult to see multiple months of data. Scroll to your heart’s content, it’s fixed.
- We’re slowly rolling out a couple of enhancements for entering scheduled transactions, and today’s update incorporates some feedback from early testers. Stay tuned!
- As always, some nifty behind-the-scenes improvements made their way in here, too.
8 Nov 2016
- Got some stuff in place for mobile functionality down the road.
- Alexa now supports UK English. The One True English.
- Polished up reports based on fantastic feedback from people like you.
- We now show transfers to Tracking Accounts in the spending totals/trends report.
- There was a bug where your Net Worth would drop even when it shouldn’t have. I had a funny joke to go along with this, but is there anything funny about net worth dropping? No there’s not.
- We fixed a bug around the count of split transactions when filtering.
- We’re slowly introducing a feature where you don’t have to leave YNAB to look up how to do things in the app AND it’s clearer how you can write in to chat with our crack support reps.
- We did a lot of behind the scenes work that goes unnoticed individually, but in the aggregate makes all the difference.
- To our friends all over the US: Vote!
27 Oct 2016
The Reports Report
A few post-launch fix-ups and polish for the new Reports…
- The Income v Expense report now includes transactions from closed accounts. Closed account transactions are transactions, too.
- Any transaction categorized as Inflow: To be Budgeted will now be classified as Income on the Income v Expense report. Because, well, the name says it all.
- All reports will now extend only to the current month, since you can’t really report on spending that hasn’t happened yet.
- We fixed a calculation bug that could lead to some incorrect numbers on the Net Worth report. Fixing this bug was totally worth it.
- It used to be that with all categories selected, and drilling down into a category, then filtering out to select multiple categories that are not the category that was drilled down into, all categories weren’t showing. They should have been, except of course for the filtered out ones. That’s fixed. (That’s not easy to follow, but we never said we wouldn’t fix edge cases.)
- We also fixed a bug that could result in Search not finding transactions with decimals correctly. Decimals are pretty common, even if this bug wasn’t.
- And finally: Net Worth, trend line. That’s it.
24 Oct 2016
- Reports are in and available to everyone. Blog post here.
- Search is in and available to everyone.
- This push added some nice polish to reports, based on feedback from early folks.
- We now allow the matching of transactions with different amounts. Thank you to those that wrote in with very clear use cases for this!
- We polished up the matching of transactions across accounts, for the unlikely situation where your partner perhaps dutifully logged all of their transactions on their phone (victory!) but did it to the wrong account (a small skirmish lost!) and you don’t have the heart to tell them that all of their work was almost, but not quite, perfect. Instead, you’ll just match up the imported transaction with their dutifully-entered-by-their-phone transaction and tell them, “Excellent work! You rock! Let’s carve a pumpkin!”
- In the popover for Activity in the budget, the tooltip wasn’t showing the whole value of a column, which defeats the second purpose of a tooltip (the first purpose is to make a joke).
19 Oct 2016
“Goal line push”
- We’ve brought random YNAB users into our pool for testing some new features coming soon. Most of this fix was related to fantastic finds coming from those random (helpful) users!
- In our never-ending quest to include every kind of permutation for a QIF file for import, we’re now allowing the M/D and M/D’Y format.
- Some never-obvious-but-always-helpful-behind-the-scenes work.
12 Oct 2016
- We’ve made some improvements to the search feature as we’re slowly rolling out and testing it. (One item in particular was around searching split transactions.) It’s looking good! #progress
- We added some more payees that, like a strange family member at Thanksgiving, should probably be ignored (for payee renaming).
- Memory leaks fixed. As exciting as it sounds!
- Now when you Quickbudget with no categories selected, you won’t overwrite categories that have already been budgeted.
- We have some cool stuff in the works. This final quarter’s going to be a bit cuh-razy.
6 Oct 2016
“The Calm Before the Storm” Release
- We fixed some issues with split transactions around undoing, duplicates, and “What the…” moments (specifically on tracking accounts).
- We fixed some more stuff in preparation for some stuff to be released in the not-so-distant future.
- Lots of other housekeeping items.
21 Sep 2016
The Fiddler on the Roof edition.
- You can now match a manually entered transaction with a bank-imported transaction. We had no idea y’all got so many warm fuzzies from manually matching those two lovebirds together. Read the whole blog post here.
- We disabled spell check on email, account, payee, and category fields to prevent Safari from being a little too helpful.
- We were still having some dragging issues with folks dragging bank transaction files into YNAB when they’re running Firefox. We are no longer having those issues.
- And we’re oh so slowly rolling out SEARCH. This one has enough functionality in it that we’re releasing in stages. It’ll hit the YNAB team today, then more and more users over the next week or so.
15 Sep 2016
Happy Thursday to you all!
- There was an error when dragging text in the Firefox browser. It was a drag on some users and we fixed it.
- We’ve improved the account dropdown (better type-ahead search and navigation) when you’re adding/editing a transaction from the ‘All Accounts’ view. By all accounts, it’s working very well. (I can do this all day.)
- You can now set flags on scheduled transactions. We tested the feature thoroughly and it passed with flying colors.
- This bug was hidden deep (some would say twice) and is now fixed. You could hide a category after hiding it, which made it so you could no longer unhide it.
7 Sep 2016
- When you delete a budget, we made it so you could actually see the name of the budget you were deleting – in two places, which is better than the zero places before.
- We fixed a bug (that we had just created) where we weren’t warning you that a transaction needed a category when it, in fact, needed a category.
- The web app and mobile apps weren’t always referring to scheduled transactions in the same way, which could lead to disagreement, at least between your apps. They’re now in perfect agreement.
- We added some more generic payees to ignore when matching transactions. We’re going to keep doing this.
- When running calculations, we now make sure sub-transactions are always grouped with parent transactions. Otherwise, the calculations could be (to use a technical term) “off”. Now they won’t be.
- If you scrolled even moderately quickly through a long list of register transactions, you could get a lag and a screen full of white space – so we cut the screen rendering time in half (meaning you can still make this happen, but seriously, you don’t need to scroll that fast. Cut it out.)
- Bulk renaming of imported transactions will now only rename transactions you have not yet approved. This is better than renaming your old, already spruced-up transactions, which happened to a few folks (yikes!)
- And, as usual, a few other smaller bug fixes and optimizations that make your budget better, but would only make this set of release notes longer.
29 Aug 2016
An early-week release that’s laying the groundwork for some secret things. Also:
- “Customer Deposit” is now a sacred payee that will deflect renaming attempts.
- Mobile calculations are improved: more logging.
- We now create the other side of a split transaction’s sub-transaction, even if the parent was a schedule transaction. Confused? Trust us, this was a bug that needed fixing.
25 Aug 2016
A middle-of-the-week quick little release to handle a few things. Bigger things coming. (Always.)
- We improved the login flow for college students using the new YNAB. Welcome, students! Budget often, and study hard!
- Chase Bank started doing something weird with their memos, passing in null on every one of them. A helpful memo for sure. Thanks for pinging us Chloé!
- We’re ignoring a few more generic payees on import.
- We now import the CSV given from Smile Bank (UK).
- The tooltip on a category in your budget now shows you the note of that category, instead of just telling you the name of the category (again). Hat tip to @erlingormar for the suggestion. (And yes, it truly was a quick win.)
23 Aug 2016
- We did some behind-the-scenes stuff in preparation for our college student program with the new YNAB.
- We worked more on the secret thing I referenced a bit ago. It’s getting better and is almost ready to be rolled out to the team, then piecemeal to you wonderful people.
- We were mistakenly autofilling a category when entering transactions in tracking accounts. Tracking accounts don’t need a category.
- We made some improvements around the Account Settings page so it was less confusing to do things like change your email or password.
- We no longer import “0” check numbers. Yes, some banks populate their check # field with “0” if there isn’t a check number.
- The dropdown for payees now sorts smarter. So, if you have 85 payees that start with some variant of “Amazon” when you start typing “Amazon” it will be at the top instead of the bottom.
- We now correctly prevent duplicate payees if a person happens to list that same payee multiple times in a split transaction. Would that ever happen? Yes, apparently it would.
16 Aug 2016
All the engineers are here at YNAB HQ hacking away on some cool stuff for the next two days, but wanted to get out this release!
- We fixed the “don’t remind me option” when importing bank files. You’d tell it not to remind you, and it would just keep on reminding you anyway.
- Inspector totals now include uncategorized amounts (when more than one category is selected).
- We fixed exporting the full category name when…exporting.
- In true Olympic spirit, we changed the “Real” currency to be “Brazilian Real”
- User sent us a tweet with a nice suggestion to include a category’s note as the tooltip when hovering over a category name. Nice touch.
- There was some strange wrapping in the budget header that we took care of. Also, a bit of shifting of UI elements when navigating months.
- We fixed that situation where you’re sorting by the ‘cleared’ column and it wouldn’t sort by said column.
- Did a lot of under the hood work in preparation for more mobile capabilities.
- And we refactored computed properties! Huzzah!
- Also, a lot of bug fixes not worthy of release notes, but worthy of an anonymous mention like this one.
29 Jul 2016
Just lots of under the hood fixes to make things better for you, without you ever really knowing what they were.
- Edit: I stand corrected. Our Customer Support Team let me know that a lot of you were anxious for us to fix some bugs around File-Based Importing date errors. Those have been fixed.
26 Jul 2016
The Stranger Things Edition
- You probably didn’t notice, but the budget header would shift its elements from side to side a bit when navigating months. It was strange and we fixed it.
- Scheduled transactions had multiple instances of very strange behavior, especially around duplicate firings of a transaction. Fixed!
- Something secret.
- For folks just coming to YNAB, we’ve made the app a bit more welcoming, with nice little tidbits to teach new folks our Strange Ways.
- This was pretty strange (of you to do), but if you hit Enter twice quickly while adding a category, the app would crash. Now you can hit Enter twice quickly and the app does not crash.
- Now, when you Fresh Start a budget (who hasn’t?!), we carry over the monthly notes. In case you’d written something super sentimental (or witty) in there.
- We were allowing folks to add and import transactions to closed accounts. Strange we ever did it that way in the first place.
- And something really exciting, we’re now consistently and automatically formatting TypeScript files in our shared library. Hey-o! Party hats on!
20 Jul 2016
- Fixed an issue that caused deleted accounts to reappear without being able to be deleted.
- Previously, after doing a Fresh Start, sometimes the old copy of the budget wasn’t renamed correctly.
- Removed the animation that occurred when deleting transactions, as it caused some other issues.
- YNAB no longer shows future/scheduled debt payments as paid.
- You can now drag bank files from the Chrome Download Bar into YNAB to begin importing the transactions in that file.
- Changed where we calculate the Percentage complete a goal is.
- Fixed a crash that would happen on the budget screen if you held CMD+up or CMD+down to toggle collapsing of categories.
- Now if you type a category note and then click away, the notes are automatically saved.
- Off-budget transactions can no longer be included for sub-categories on the mobile apps.
- Improve the flow when importing large bank files or files with multiple accounts.
8 Jul 2016
- Improved handling of bank files in UTF-8 format.
- Fixed a bug that could cause the Quick-Budget button to budget an amount behind the scenes for the uncategorized category.
- Added the ability to request extra information to help us connect to banks that aren’t working.
- Fixed the alignment of numbers in pills in the account sidebar.
- Improved the speed with which scheduled transactions were calculated.
- Added some payees to the list of payees that we know are “generic” and shouldn’t be automatically renamed when importing from the bank.
- When using Quick-Budget averages, YNAB only computes the average to 2 decimal places.
- The “Move Money” dialog will no longer be empty if you scroll down before typing in the search box.
- Fixed some errors that caused the Microsoft Edge browser not to render the subscription checkout page correctly.
5 Jul 2016
- Fixed an issue where scrolling down on the budget screen and then editing a category was causing it to scroll back to the top of the screen.
30 Jun 2016
- Fixed some issue with File-Based importing of bank files
- Fixed the handling of the Cancel/Escape flow when connecting to your bank.
29 Jun 2016
- Improved the way YNAB colors the message when it tells you how much money will be available after the upcoming transactions are taken into account.
- Fixed an infinite loop on Safari that you could get into when clicking in a transaction to edit it.
- Fixed an issue that caused payments to show up as returns on the Credit Card payment category inspector.
28 Jun 2016
- If you set a flag in the mobile app, and then clicked on that flag in the web application, you wouldn’t see the white checkmark next to the selected flag. You will now.
- If you migrate your YNAB 4 budget to the new YNAB, and you happen to have a badly formed payee rename rule, it could cause all of your imported transactions to get renamed to the exact same Payee. If you only ever shop at one store, that is a feature because we saved you some time. For the rest of you, we now ignore those silly rules.
- When you click to unhide a category, there is now a scrollbar displayed if the list of categories is too long.
27 Jun 2016
- Fixed a rare crash that could happen when displaying the category dropdown list when adding/editing a transaction.
- Improved how we handle connecting to your bank if you accidentally entered the wrong credentials, or if you credentials have changed.
- A couple of other fixes behind the scenes.
22 Jun 2016
- We upgraded the framework that we use to power the web application, which is a fancy way of saying that we sped up the web app (and gave ourselves room to make it even snappier). (For you techies reading this, we upgraded to Ember 1.13 in preparation for moving to 2.x later on.)
- Fixed some bank file importing issues reported by our internal testing. (We are getting closer all the time to letting you use it too)
- Reduced the number of syncs that would happen between our web app and server under certain circumstances.
- The page no longer jumps when entering a long category note
- We handle certain notifications from our billing provider better behind the scenes.
- You can now use pinch to zoom when using the web app on a tablet.
17 Jun 2016
- Ramped up full migration of YNAB 4 data a good bit. Monitoring and it’s looking great.
- Added a couple of new loading messages.
- A number of behind the scenes changes.
17 Jun 2016
- We made some improvements to direct import messaging. If you run into some errors with credentials, we now handle it more gracefully so you can be up and running much faster.
- Ramped up full migration of YNAB 4 data a good tic. Monitoring and it’s looking good. Thanks to all of you folks that have provided us early feedback!
- Made the sync between devices/computers a bit less chatty.
And we’re done until next week. No way we’re going to do another push so close to the weekend.
Happy Father’s Day!
16 Jun 2016
- Lots of internal work. Bumping dependencies. Bumping fists.
- Crazy error where if you moved transactions from an account, and then deleted the source account, the transactions would still delete. Sorry about that one. Grateful for undo.
- Some improvements to Bank File Import (that still remains behind a curtain of secrecy for the time being).
- We’re no longer including reconciled transactions in counts for alerts in the sidebar.
- Fixed some mobile calculations for our v2 engine.
- Hidden category groups without categories now show in the hidden categories.
- We’ve slowly been rolling out full YNAB 4 migration to thousands of you fine folks.
8 Jun 2016
- We’ve prepared some onboarding for when folks migrate from YNAB 4. It’ll explain changes and make things much clearer.
- We released v2 of our calculation engine for mobile. It makes mobile calculations much faster. Which makes everything about YNAB faster.
- Under the hood work for some coming functionality around scheduled transactions.
- The ‘cancel’ button in some of our dialog boxes didn’t have the right icon. Now it does.
- Improved some error handling around invalid credentials for directly connecting to your bank.
- Today we’ll start bringing people in for full migration. Little bits at a time 🙂
3 Jun 2016
- If you leave the app open, and we release a new version of the web app, the app will detect it immediately and tell you to reload in order to get the new hotness. This is how it used to work, but we introduced a bug last week that waited for you to make a change before giving you the good news that there was a new version.
- If you edit the account balance of a credit card (or any other liability account), and the balance is currently 0, we now assume you are typing a negative number. (Your credit card balance is probably not positive)
- Some behind the scenes fixes to logging and error handling.
- Some improvements to bank file import that we’re testing internally.
1 Jun 2016
- We did some under the hood work on YNAB 4 to have it work with our new calculation engine. This all in preparation for full importing of YNAB 4 data.
- Fixed some Nasties the YNAB team found when importing bank files. We’re glad to have found them, instead of you finding them. Dogfooding FTW.
- We were saying “in 1 months” if you were going to reach your goal in one months. Dang. Did it again. In one month.
- Lots of other internal fixes and optimizations.
26 May 2016
- Fixed a bug where the account name of a closed account could never be used again. For habitual account opener/closers, it made for some tough renaming patterns (Checking1, Checking2, CheckingWhyThisBug?!, etc.).
- We no longer save imported payees to your payee list if they were just matched & approved with manual transaction. Bank payee “AUTO IMPORT UNHELPFUL BANK PAYEE” matches with payee “Delightful Desserts” and we get rid of the unhelpful payee from your payee list.
- Bank file import is now in live testing. This means we’ve rolled it out to YNAB team members, and will stress test it with ~40 of us, If it’s looking solid (it passed QA, so it’s got legs!), we will start ramping it up for a percentage of users. Hopefully the ramp up happens fairly quickly because heaven knows a lot of you have been patiently waiting for this since we launched the new YNAB.
- We’re doing a lot of behind the scenes work for full migration of YNAB data. We’re seeing a lot of strange data come across on imports, so we’re prepping for those edge cases. It’s looking pretty good and we hope to have it fully rolled out soon.
- We now only include an uncategorized transaction warning for open accounts. We were including closed accounts and shouldn’t have been.
- Category balances were truncating in the category dropdown and we’re now preventing that.
- Filtering by notification was off at times. That’s been fixed.
- If you were entering a split transaction in a budget account, and then changed it to a tracking account, we wouldn’t remove the split, even though tracking accounts don’t have categories. We now enforce it appropriately.
23 May 2016
- Now, when adding a transaction, if you select a future date it doesn’t automatically close the date calendar picker. Before, it would do that, and then you wouldn’t be able to choose a frequency for your scheduled transaction.
- We updated messaging in the category “Inspector” (the light-blue section on the right) to reflect a few more edge cases around credit card overspending, especially when the category as a whole also had some cash overspending.
- Scheduled sub-transactions (transactions that are a part of a split) weren’t necessarily always firing. Now they are.
- The modal that would appear when you wanted to move an account was being wonky. We’ve removed the wonk.
- We were road blocking Windows Surface (RT/Pro) users accidentally. No longer!
- “Budget for Upcoming” Quickbudget option is now simply a total of upcoming transactions. It doesn’t try and be any smarter than that.
- We now detect substrings when typing to find a category during transaction adding/editing. So if you have a category called “Music/Books” and type “boo” we’ll now surface that category as an option. Before, if you’d typed “boo” we would have thought you were trying to scare us.
- Now when adding/editing transfers, we make sure the memo shows on both sides of the transfer.
- Now when you cancel editing a goal, the values are reset back to their original values.
- When there is an ‘uncategorized’ row in the Budget, we weren’t allowing you to drag categories just underneath it. Now we allow that.
- We no longer show the “Hidden” category group when there are no hidden categories.
- And seriously, probably 30 other fixes/improvements that are still really great finds and fixes, but just too many to list here.
13 May 2016
- As of about 24 hours ago, every YNAB user has been upgraded to V2 of our Calc Engine. It results in speed improvements of about 10x on web and mobile. This paves the way for full YNAB 4 migration, which we’re slowly turning on and monitoring.
- We’ve also been back and forth on a review of the iOS app. We have some sweet new stuff in there you’re going to love! (Let’s just get Apple loving it as well so it’ll be approved.)
4 May 2016
- Did some bug fixes on a new calc engine that’s about 10x faster. We’re just slowly letting people in, tweaking and stress testing. The calc engine is what paves the way for full YNAB 4 migration to the new YNAB.
- We made some changes to onboarding so it would board people on more effectively.
- We now skip importing transactions with a $0 amount.
- Made a fix to split transfer payee name formatting on mobile.
- The “Upcoming Transactions” section of the Budget Inspector was incorrect sometimes. Now that’s fixed.
- There were some on-budget transfer issues with YNAB 4 full imports. Now fixed.
15 Apr 2016
Hey U.S. folks, let’s all just pause and enjoy the fact that we don’t pay taxes today, but in three days.
- Fixed a bunch of styling for IE 11. Thanks IE!
- Some ‘budgeted in future’ amounts were off. We’re actually working on a larger fix for the whole TBB number in general. It’s something we’ll roll out slowly and test. But in the meantime, there’s this.
- Laying the groundwork to be able to force an app update to mobile, just in case.
- Various bug fixes around properties, lazily loading things, ensuring, confirming, preventing, setting, and supporting. Generally speaking.
5 Apr 2016
- We can now slowly let people in and test importing of full YNAB 4 budgets “in the wild.” We’re testing it first on production with the YNAB Team and will branch out from there.
- We were incorrectly including deleted split sub-transactions in the “uncategorized” category.
- Edits to upcoming sub-transactions in splits weren’t retaining their transfer account. Fixed.
- We fixed an edge bug with the calculation for an “underfunded” category with upcoming transactions and a monthly funding goal.
- Other small bug fixes and visual polish.
1 Apr 2016
- Some of the goal warning text was confusing. One even just said, “TRUE.” True? Yes. Helpful? Not so much.
- We’re now correctly excluding split parent transactions in the credit card payment category’s activity popup.
- We’re timestamping when accounts last directly imported so we can get a bead on uptime, stability, error states, etc.
- Now, when you click on an available category balance, the Move Money popup that appears is so much better. You can start typing the destination category and YNAB will find it.
- We’ve feature-flagged the start of a faster calculation engine, which means full YNAB 4 imports. Feature-flagging it will let us test it gradually. We’ll slowly be turning the feature on for users as our stress tests come back not stressful. You’ll see in the app when it’s turned on for you. You’ll also notice it, because all the things will be faster.
- We fixed a bug with imported transfer transactions and their matching.
- We found some instances of some hidden categories that look like they were at the bottom of your category list instead of being hidden, and are fixing those instances.
- We also accidentally introduced a new bug: Hitting the “C” key when you have a transaction selected will result in an error. Sorry about that! We’ve fixed it already.
25 Mar 2016
- We updated our humans.txt file. I had to find out exactly what that is.
- We’ll now only attempt to import “active” transactions from our direct connect transaction provider. We’ve improved the detection of duplicate transactions when directly importing from your bank.
- Fixed an issue where the split button wasn’t working in Chrome.
- Made it a bit easier for folks on the trial to see where they should go to subscribe.
- We now prevent disabled transfer payees. You could get in a state where the category would be disabled, but still show it was categorized.
- The credit card activity popup was rendering strangely in IE. We explored the internet, found the problem, and fixed it for fellow internet explorers.
- Also, you’ve probably already seen our tweets, or perhaps the status page, but I am so sorry for the outage yesterday. It was completely my fault, and the worst part of it was that the mistake was made quickly, but the fix took hours to jump to every part of the internet in its propagation. I can’t remember the last time I did something so dumb (that was work-related). We’ve implemented a new policy so this won’t happen again. The policy is that I no longer have access to our domain registrar. Other than that, March 24th was a pretty normal day.
23 Mar 2016
- The category inspector on the right side of the Budget now shows you the amount you’ll have available in the selected category when accounting for scheduled transactions.
- A few UI tweaks where things were wrapping to a new line when they shouldn’t have.
- Touched up a couple of payees that shouldn’t be part of rename rules.
- We updated some error messaging around direct connect issues to be clearer on the what and why behind banks not connecting as expected.
- There was a bug where you’d be filtering by transactions that need approval and would categorize one as a split. The filter would immediately apply and make that split disappear, even though you were just getting started on your thoughtful categorization of said split transaction.
- We no longer count split subtransactions as part of transaction counts. (The ‘edit’ transaction button would overstate the number of transactions actually selected.)
16 Mar 2016
- We now have a feature flagging system in place. It doesn’t sound so cool to you, but it will lead to very exciting things.
- Polish all over the place. Alignment and sizing tweaks, a few things that wrapped when they shouldn’t have, etc.
- We fixed a very rare crash when cloning a budget.
- Added some more clarity to messaging around paying nothing on a credit card that has a balance.
- The inspector that shows the balance calculation was showing negative cash balances carrying forward when they do not.
- Undo/redo is now more reliable when creating goals.
8 Mar 2016
- We introduced a new popup when you click on the Activity number for one of your credit card payment categories. It should provide a lot more clarity around credit cards and how we handle them in YNAB. Excited for this one. To enable this feature, we’re doing recalculations on everyone’s budgets over the next 24 hours or so. Until those calculations are complete, you may see ‘…’ for numbers in that popup requiring the new calculations.
- If you create a budget goal for a month in the future, we don’t show that goal in the current month.
- There were a few niggly bugs we fixed around goal calculations relating to credit card activity.
- There were goals with a target month of January that weren’t retaining that target month. Goals start (and end?) in January, so that didn’t make sense.
- A few other small calculation fixes.
- We added some generic payee names that will skip payee rename rules.
- We’re working on the underpinnings of some tech that will let us slowly bleed out features for release. Catch bugs early and often. That kind of thing.
- We now show the memo column in the category Activity popup.
4 Mar 2016
- Fixed an error that caused transactions that didn’t have a flag to be represented on mobile devices incorrectly.
- A behind-the-scenes fix related to how we handle billing.
1 Mar 2016
- Fixed a rare bug that caused an error when clicking on the “Activity” number for certain categories that had split transactions, where neither the split nor the parent transaction, had a payee.
- Fixed some rare bugs in how certain values were being calculated.
- Fixed a bug related to the way certain payees were renamed when imported.
25 Feb 2016
- Added two payees to the list of payees that aren’t automatically renamed when being imported from the bank: “Check Withdrawal” and “[No description provided by institution]”