I would like to also request reconciliation on mobile. No idea why that would be the case but there has to be some bizarre reason for omitting such an obvious, oft requested feature. I am also sure you know we have filled the feature request. I have found a few missing transactions that didn't get added via the auto import and reconciling is the easiest way to do that. Faness how many of these do you actually need before you do something about it? If so, we’d love it if you shared … (If you run into an error, try thesetroubleshooting steps—or Skip to set up an Unlinked account if you prefer.… Trying to remember all those balances while switching apps is a pain and prone to error. The only way to get the definitive amount on this card is via a special reading device which is installed in the cafeteria, and i do not reconcile this account without looking on this device, since sometimes I forget to add a lunch transaction or something similar. I put in a request via the support page on this as well. P.S. to YNAB support, I was advised that a daily reconciliation routine would help to assure me that YNAB and Financial Institution balances were matching. By Peter Anderson 44 Comments-The content of this website often contains affiliate links and … That link goes to the feedback page for them.. Daniel Rufus Thanks for the knowledge and updates. Give every dollar a job. Just click “HOUSING” and type your preferred title. (Is that a word?) The sole point of clearing & reconciliation is to ensure YNAB agrees with the real world. If it’s a few dollars here and there I just want to say “well, whoops” and move along. Since I have no computer with me at the cafeteria, I have to take down a note, and remember to reconcile with this noted account back at home/in the office. Decide what you want to do with each dollar that comes into your bank accountbefore you spend it. It just wants to open an app on my iPad. Dan at YNAB awesome, sounds great! YNAB preaches "give every dollar a job" and the desktop app does a good job encouraging proper budgeting. I only use my mobile apps to approve imported transactions, nothing more. The overall design of the app is clean and simple, almost minimal. You guys really have amazing parity from what I see. GREAT! YNAB … I reluctantly moved over because of syncing and wanted to use tablet and YNAB stopped development on desktop app. Watch this quick video—and read the descriptions below—to find out why these statuses are so important to reconciliation. Full disclosure, YNAB costs me $50 a year. Trying to remember all those balances while switching apps is a pain and prone to error. You seem to have the pieces on the back-end (the website can trigger a reconciliation). In those cases, the only option is to use the mobile app. Or let’s say I prefer to change the budget group currently titled “HOUSING” to “YO MOMMA’S HOUSE.” Easy peasy. :). Bravo. :). At this point we have to wait. You’ve probably heard, the new YNAB mobile app is out—and it has every single bell and whistle (a.k.a., “YNAB feature”). Reconciliation on mobile is on our roadmap, but it will take some time. They sit around in a limbo zone until I get to a computer and can officially mark them as done. I would like to upvote having the reconciliation feature on the mobile apps as well. I know there has been a number of these already submitted. However, it’s worth it for me, as YNAB is easy, fast, and mobile. Please add this feature. A fully functioning mobile app would essentially deliver the same results. Faness  - actually, my strong preference is to have a fully functional mobile app - including reconciliation. That is where it dies. Reconciling is the easiest way to add an adjustment transaction for the amount the account went up or down. Hey  Magenta Wildcat , thanks for that feature request with helpful context! For reconciling, I go through every few days and clear transactions that have posted to all my bank accounts. Magenta Wildcat Gotcha. On average, new users save $600 in the first two months, … Daniel Rufus when on the YNAB website in Safari, hit the share button and then hit Request Desktop Website. You’ve described today’s use of “computers” perfectly. 2 1. 3 1. Megan It's not supposed to be an option at the moment. We want the mobile app to be as fully-featured as the web app, but we initially postponed reconciliation so we could publish the app sooner. You Need a Budget also known as YNAB is a personal finance app that’s built around YNAB’s Four Rules. The best thing to do is to request an update to the app through the link provided earlier in this chain. PLEASE BUMP UP this feature on the mobile app priority list!!! https://docs.google.com/forms/d/e/1FAIpQLSfNVCZCXFaokj9PjsnKXDau5-F2-cu-rdK9AgrBkdAa_xgjww/viewform. I have done that a number of times! ‎YNAB—Budget, Personal Finance, Expense Tracker YNAB will help you break the paycheck to paycheck cycle, get out of debt, and save more money. I have not seen much improvement toward feature comparably. Would be better built in. Y'all. Please don't continue to force us to us an APP that does not have reconcile ability. Hopefully, the YNAB team is still keeping an eye on this post and will introduce a reconcile button and an undo button soon. So in this case it would only really be for the tracking accounts. That's helpful to know. We currently don't have a timeline for this, but it's on our radar! I if I choose a desktop version on my mobile browser, that is what I want!!!! So once again I will ask what is the status on this? I have two wishes...an undo button on the app and a reconcile account fuction on the app, Beige Filly Oh yes! Our development team hears you, they're listening, and you can submit a Feature Request if you want to send them a brief reminder, but the details haven't been worked out just yet. Something has been majorly screwed up at YNAB dev headquarters for a long time. I do almost everything on mobile. I found a way to view ynab website without it calling the app for ipad, might be similar on other mobile devices. Consequently, where once I trusted that my YNAB accounts were in sync with my Financial Account balances -- that was not the case anymore. Yes, while I really love YNAB, when I travel I still like to reconcile my accounts at the end of each week and with only the mobile app available it's not possible (unless I bring a laptop). I would also like to vote on this. I delt with it by going to my desktop to reconcile. Daniel Rufus There's a saying that you make plans, and then life happens. Well once again, just like the move from the desktop program to web based app it’s missing basic features. (Reorganizing budget categories and groups is a nice touch, though some quick budget options are missing). This would still be a manual step, so it would force us to stay involved with these accounts, but it would avoid the trouble of remembering the balance while switching apps. We want the mobile app to be as feature-filled as the web app, but we're just not there yet. I really don't want to do that I have a lot of time invested in this program. We want the mobile app to eventually be as fully functioning as the web app, but we're not quite there yet! For me, reconciling means 'you no longer have to worry about these transactions, congrats!'. I would like the ability to reconcile in the mobile application. Daniel Rufus We truly hope it wouldn't come to such drastic measures! We hear you loud and clear! I reconcile my accounts randomly because, as someone above put it so well, once reconciled, i know it was correct and I don’t have to worry about it anymore... Oh boy - and now i’m stuck!!! Yea, it does sound like you're looking for the mobile version of the balance update! As someone who recently went iPad only, I’ll toss in one more +1. Visual enhancement. attitude feels patronizing. Bah humbug! I do 95% of my YNAB activities on web. Thanks for helping with that! I literally just swap between the bank app and the YNAB app on my phone checking each transaction and clearing them as needed. They really don't want users to use the web page since it is not 100% and one thing you don't want to do with your finances is hope for the best when using the app. Slate Gray Inspector great....wish they would move on this one and another one would be able to filter out what has been reconciled so you don’t have a long list of transactions. You have control over how you classify them too. I’d like to add another +1 for this, and I’ll submit it as a feature request to the devs, too. If the APP does not work like the web page then make the mobile web page work. That lets our development team know this feature is important to you! I went into the app to reconcile my account like I do every month (from a browser at home) and there was no reconcile button. You can add an account andlink it to your financial institution at the same time by following these steps: 1 1. The answer is because YNAB still makes things 1,000% easier than a spreadsheet. Personal Budgeting Software for … Since I’m not always at home on the last day of the month, it would be super helpful to be able to do this easily from my phone. And, frankly, the idea that a reconciliation feature couldn’t be included in the visual redesign is the type of excuse-making that seems to happen a lot here. I was told mobile browsers can't support the web app, but in some rare cases the 'View Desktop' option in some mobile browsers works. Maybe a reconcile button isn’t quite the right feature for this? For context, I use the mobile app primarily. I'll send a note to our design team as they'll be able to review those on a regular basis while deciding what to work on next! Are you sharing it from your Mac? How much visual interface is there in the UI for reconciliation? Feel free to post any news, questions, budget strategies, tips & tricks and advice related to YNAB. It’s really a current balance update. The ynab reconcile functionality is in no way available on the mobile app, though you could theoretically do it from the browser. We all know what is the most difficult part of budgeting – it’s being behind on your finances and spending this month’s … Function isn’t in mobile, YNAB won’t let me use the web version on my iPad. In100% after that there needs to be a reconciliation option in the mobile app. If we don't have access to a laptop or desktop computer, but rather just an iPad / iPhone / Android, we have no way to reconcile our accounts because we are forced to use the app which has no reconcile capability. Currently I have to use the calculator app to calculate the difference, and then create a new transaction for that difference. I keep seeing people ask for this update and still have not seen it. It makes the app pleasing to use due to how easily one can tell what parts of the app do what due to the clean and simple design. Others are variable: vehicle registration re… If you already have location data enabled in iOS, you can use a shortcut by tapping on the gear icon in the YNAB app, then Location … Bluurocks what mobile browser? Daniel Rufus The above trick doesn't always work - some devices won't allow the work around. Requesting the desktop site through my share button doesn't work. But before you get creeped out, think of the … A discussion subreddit for popular budgeting software You Need A Budget. After moving over I quickly found out that I can’t reconcile on the iPad app. the use of solid colors to differentiate section of the app … Reconciling is the easiest way to add an adjustment transaction for the amount the account went up or down. By the way, I know the question was more a request, but I'm going to mark this answered. Thanks!! What’s more fun for the development team? : I still love YNAB! YNAB Best for: Visual learners Each month, you ha… Reconciliation draws a line in the sand that limits how far back you need to look when troubleshooting. Are there plans to have reconciliation released in the redesign? website and not be forced to use the app when using mobile devices. Sorry about that! :). When we get closer, we'll update our What’s Up Next page. The reconcile function isn’t yet available in YNAB’s mobile app. Embrace your true expenses. I would love to be able to reconcile my accounts in the mobile app. This feature is essential to become iPad only (like Federico Vittici). I have been a user since the desktop app. You can think of YNAB as a personal finance app that specializes in budgeting whereas Mint has a broader suite of tools that include budgeting, bill payments, tax reporting, and investment tracking. This would still be a manual step, so it would force us to stay involved with these accounts, but it would avoid the trouble of remembering the balance while switching apps. Please fix this so that I can just do the basic budget and checkbook functions at least. Then, scroll down to "YNAB" in the list and choose While Using the App. A ball park please, guess will be good! One other thing the app does not let you filter out cleared items it just lists everything which is a pain. It becomes a bit of a problem. Lucky for you Apple was able to fix your problem so I could dump the stupid app and actually even if you added what we want now you would have to pay me to use it. Cleared transactions make up the Cle… That has to be a joke. Dan at YNAB thanks for the update! Once something comes about that works mostly as good as YNAB I will leave them behind. Now I know I can visit app.ynab.com on a mobile browser, but I’m prompted to switch to the app. From a mobile client day to day usage perspective (i.e., entering transactions and then receiving notification you have new items to import), in-mobile reconciliation would obviate most day to day usage of the website, at least for me. Your budget goes where you go—on all your devices, all the time. I wanted to add another use case for this feature. Because of the mobile app, whenever I buy something I literally enter the transaction as I’m walking out the door of the … The way I do this is by reconciling the account against the current balance, which creates a transaction for the amount of growth (or loss ) that I had on that account in that given week. That’s how I ended up here reading that you can not use the iPad on the web based service and I still have to go to the desktop to reconcile. If the feature can not be done then say so! I see our API team is double checking on things, so fingers crossed! Aside from this reconcile feature, the mobile app can do nearly everything else I regularly use. I will most likely never try it again until you add the features the webpage has and if I can find some other program to work I will drop YNAB in a heartbeat. When adding your accounts in YNAB, it's important that they're set up as the correct account type because the type will indicate how they behave in your budget.. … Even better would be a manual “Reconcile Tracking Account” button that would reach out to the connected bank account and make an adjustment based on the difference in balances. After presenting the question of "what the heck?" You can see in the screenshot below I clicked ‘mortgage’ and can change it to ‘rent.’ Or, since I don’t pay HOA dues, I can click the trash can and get rid of that line. Thanks. :)  Here's hoping we get it! Unless  you are suggesting  we just go some where else. We do want the mobile app to eventually be fully featured, so thank you for letting us know reconciliation is something you'd like to see sooner rather than later. yep agreed, on the positive at least i can clear multiple transactions without having to boot up my laptop. We do realize reconciliation on mobile is a highly coveted feature and our development team has it on their radar. YNAB revolves around 4 easy-to-understand rules: 1. Since the amount of this card is counted against my lunch budget, I have entered it as a normal checking account. Other companies out there do it that are money trackers so this can not be that hard to do. YNAB you need to give us the ability to choose between using a browser or the APP while on a mobile device and please don't tell me it can not be done it is not that hard of a code change. I need mobile reconciliation as well. The visual redesign is to help with navigation in the mobile app and lay the ground work for future improvements and features. This morning (Saturday), while doing the casual iPad web browsing and life organization stuff, I started the YNAB app to do my daily reconciliation ... OOPS, no RECONCILIATION buttons/functions on the YNAB mobile app. With YNAB, if you have your phone (and we know you do), then you have your budget. Visual enhancement is the worst idea you all can come with. I use YNAB exclusively on mobile (IPad) and now I have to go login to a Chrome session- still on my iPad - but just for reconciling. Thank you! Just to let you know YNAB answered this thread a while ago and pretty much is not checked by them. They said even if we go to the desktop not all the functions will work. It's impossible for me to do this tracking account update from mobile. This week they released YNAB 5 and it's clearly not aimed at me. I tried your way here on Safari and it does work going to the webpage but it is limited. I know it's on the list but I just want to add my vote! This is why in my other thread I said that the cheery cheery "Just submit a feature request! So with that email them and request it. 2. Both applications are accessible via the web and on mobile devices, but YNAB … Daniel Rufus I agree, would be nice to hear something given the traction this post has gotten. It would be super cool if it could get this from the connected bank account as it did when I first added the account. If you have a moment, would you mind writing in to [email protected] ? I use chrome on android and requesting the desktop site works great. Different iOS apps like Home Budget w/ Sync and Money Pro allow setting the current true balance and adding “difference” entries automatically. If I am budgeting on mobile (which I do a lot), there's no way to finalize any of my transactions. Not always ideal. While that is being worked out in the app, is there no way to be able to use the YNAB website from our mobile browsers? Currently I have to use the calculator app to calculate the difference, and then create a new transaction for that difference. Thought others here might find it useful! Just to let you know I was able to get to the desktop on my iPad and it really does not work at all on it. I have been looking for a program for months now to replace YNAB since they don't seem to care about this feature at all and I know there are a lot of people out there who want it and have requested it but no response after that. I too would like reconciliation in the mobile app. Once that's in place, we'll be able to work on implementing new features on mobile - it's a necessary domino effect to do one before the other. It is, by far, the best budgeting app. That would be Nirvana. I’m loving the concept, totally dislike that I have to go to my iPad or my pc to reconcile. Quicken (which I have uninstalled now that I am fully on yNAB) was able to do that, so I assume your Direct Import can as well. YNAB good luck with the app. :). Follow YNAB to get support and lots of great ideas on budgeting, https://docs.google.com/forms/d/e/1FAIpQLSfNVCZCXFaokj9PjsnKXDau5-F2-cu-rdK9AgrBkdAa_xgjww/viewform, YNAB book topics online: https://support.youneedabudget.com/r/q5w48j, I have the honor to be your obedient servant. Having the available online balance displayed would eliminate the need to separately log into the site in question to validate my reconciled balance. I can do lot of things with my iPro Pro 2018  12,9” but can’t reconcile an account! i am referring to the mobile app. So it sounds like your main use for mobile reconciliation would be to create manual balance adjustments to bring things into reconciliation for tracking accounts? Nowadays that so much is done online and most people use mobile devices for this type of thing, having to log in to the computer to reconcile is not convenient. Force us to us an app on my tracking accounts Salsa Silver Drum i 'm learning it! 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