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Release Notes

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

YNAB Is Always Improving
YNAB Is Always Improving

July 18th, 2022

Happy Monday, YNABers! (Or whatever day you’re reading this…) We have a handful of bug fixes and small improvements on the menu this week. It’s now easier to access and manage Google Play subscriptions when you’re using the web app. Historical escrow amounts will be reflected accurately if you update the current month’s escrow. If your loan balance goes positive, it will accurately be reflected as paid off (congratulations!). And if you want to view upcoming activity from a loan account, you’ll no longer be met with a frozen window!

July 13th, 2022

Hi, hello! 👋 Today’s release is packed with back-end improvements paving the way for exciting new goodness in Financial Wellness by YNAB-land. We also fixed a bug when exporting budgets on Windows. We’ll take this opportunity to wish you a very happy July 13th! We hope your mid-month budgeting is as clear and happy as the big blue sky in Seattle. (Fun fact: did you know Seattleites have a running joke that summer doesn’t start until July 5th? Now you do! ✨)

July 11th, 2022

Is it time for a dog days of summer reference? Seems about right. While there isn’t much to see from your vantage point in today’s release, upcoming feature releases are already heating up! Interestingly, in writing this we found out that the “dog days” reference has nothing to do with actual dogs and instead is a reference to Sirius, the brightest star in the constellation Canis Major, which means “big dog” in Latin.

July 6th, 2022

Mostly updates on the backend today, with one exception: since the Manage Connections button only works in the context of a specific budget, we removed the button from the settings dropdown on the budget picker screen. Once you’ve opened a budget, you’ll still see that option in the top left settings dropdown.

July 5th, 2022

In today’s release we fixed a bug where if you highlighted a number in the budget screen inspector, and then dragged that number over one of your category rows, the height of that category would inexplicably change. We also improved category and account dragging behavior: previously, when reordering categories or accounts it would appear as though the category/account in question would first return to its original spot and then “jump” to its new one. No longer! Observe that smooth, smooth drag.

June 29th, 2022

In today’s release, we’re making a few small changes to the Loan Planner screen—updating the header color and adjusting language for clarity and consistency. Also, did you hear the big news? We launched Financial Wellness by YNAB! It’s now incredibly easy for companies to offer YNAB as a workplace benefit (and even easier for you to copy/paste these templates and send to HR to get the ball rolling). Learn how teams can tackle financial stress here.

June 27th, 2022

New week, new fixes! We are starting the week with a backend-focused release full of behind-the-scenes tweaks. Happy Monday! 😊

June 22nd, 2022

Happy Wednesday! In today’s release, you can choose if you want to pair your Loan to a Budget category or skip pairing when creating a new Loan Account. When editing a Loan Account, it’s also easier to unpair and re-pair your Loans from Budget categories. The account details pop-ups also have a new look. Self-service at its finest and looking better than ever! 😎

June 20th, 2022

In today’s release, we’ve fixed a bug that left some parts of the Edit Transaction dropdown inaccessible in smaller browser windows. You can now scroll through the full dropdown regardless of the height of your browser window. Happy editing! 🎉

June 15th, 2022

Today’s release includes behind-the-scenes tweaks to direct import and account creation that help us help you when troubles arise while connecting to financial institutions.

June 13th, 2022

This release brings you a small but mighty improvement to weekly targets. Now, if you create a weekly target after the month has already begun, you’ll only be prompted to fund the remaining weeks in the month (previously you were prompted for the full month including weeks before the target was created).

June 8th, 2022

Many behind-the-scenes updates in this release — beep boop beep — we also made adding a transaction a little bit faster — beep.

June 6th, 2022

Once again, all of today’s release is adding building blocks for future bigger feature releases. Not quite ready for prime time, but we’re getting ever closer! We did release a small fix to the information window that appears when you hover over the import status of a connected account. It shouldn’t “flash” anymore on Chrome and Firefox.

June 2nd, 2022

YNABers with EU/UK direct import connections were not able to reauthenticate, instead an incorrect credentials error message was being shown. This has been fixed.

June 1st, 2022

More fixes and improvements in today’s release: we’re fixing a rather obtuse behaviour where editing a pending transaction with a future date could be converted to a scheduled transaction when you clicked on the “Enter Now” button. This should not happen anymore and will now be posted with the current date in the transaction list. We also fixed an issue with transfers between accounts and the undo/redo buttons. They should play along much better now.

Finally, we also improved our “internet and tubes” error message in cases where the crash could be linked to the Toolkit being installed.

May 30th, 2022

A bit of a fix-it day today. YNAB now has better support for screen readers within the Budget. Customizing your first budget has also gotten a little smoother as we’ve reduced some friction around removing the default categories when setting everything up for the first time. And, we’ve fixed a bug where hitting the Esc key while viewing transactions within Manage Payees exited you out of both modals instead of just the one.

May 25th, 2022

A quiet Wednesday release this week: imagine the sounds of consistent, gentle tinkering and a little polishing here and there and you’ll get the vibe.

May 23rd, 2022

Today’s release brings a fresh crop of bug fixes to the Loan Planner. Previously, the “Select Account” field in the “Add Payment” popup did not respond to mouse clicks, and was responding to up/down arrow keys in reverse. That was disconcerting and unexpected—no longer! In addition, the “Payoff Date” field now responds to key presses and when editing the payment date in the “Add Activity” popup, the escape key and screen resizing will function properly. Go forth and edit your loan payments, for now they shall behave much better. Finally, we also fixed a small bug where YNAB wouldn’t highlight newly edited sub-split transactions. That won’t happen anymore.

Update: Another release today fixing display issues with the “Using Credit Cards in YNAB” modal.

May 17th, 2022

In today’s release, we fixed an issue where we would incorrectly assume that an account was in overdraft when in fact, it was not. We won’t do that anymore. Happy Tuesday!

May 13th, 2022

Many small improvements coming to you with this release. First of all, we made some changes to the bank connection flows: removing some extra steps and adding shortcuts to more easily identify the connections that need your attention. We also fixed a pesky bug that was making it difficult to select text in a budget field. And finally, we improved the loan planner to be able to handle large one-time extra payments. Take that, debt.

May 5th, 2022

We improved the Loan Planner’s simulator to more accurately reflect payoff dates when testing different payment options and we now count the fees or charges as a change in the “principal paid so far” rather than as payments. We also fixed a bug that would sometimes cause the undo button to appear greyed out in the Manage Payees window.

May 3rd, 2022

Today’s release brings a fresh look to the Make a Fresh Start modal. Aww yeah!

April 29th, 2022

Today’s release is wearing all black — not because it thinks it’s too cool for school — it’s just all behind-the-scenes improvements. Speaking of fashionable choices though, if you’re looking for a fresh look for your YNAB app on iOS new app icons are now available through the Settings menu!

April 21st, 2022

Today we’re bringing the Overspent Filter to the web app! Fans of the YNAB mobile app will be familiar with the banner that gives quick access to overspent categories; now you can roll with the punches just as quickly and effortlessly on web! With one click you can access (and take action on) all the overspent categories in your budget.

April 19th, 2022

If you use the YNAB iOS app, keep your eyes out for some exciting updates later this week, and in the meantime, check out the transaction entry screen—we’ve made some additional  changes to the layout and organization to help increase learnability and make way for additional features coming down the pike. In web-land, we’ve squashed a bug that was preventing some YNABers from setting up certain debt accounts and another that was causing the app to crash in certain scenarios.

April 14th, 2022

Today, we’re releasing a volley of small improvements: we’ve fixed an issue in date picker calendars that could result in the selected day looking a little too much like an oval instead of looking like a circle. We’ve added some new currencies that have been requested, so budgeters in Sierra Leone, Laos, Kyrgyz Republic and in the Republic of Cape Verde, rejoice! We’ve also fixed a crash that appeared when you would delete all the default categories during onboarding. Last (but not least!) we’ve updated the behaviour of the Payee and of the Category dropdown when scrolling the transaction list.

April 12th, 2022

In today’s release we’ve updated the calendar that appears when you pick a date for a transaction. We’ve made it easier to separate the current day from the day you’re selecting and overall improved the look and feel of the calendar! We’ve also fixed a bug in the progress bars that would make the sections look too small in certain cases!

April 7th, 2022

Much like April showers bringing May flowers, much of today’s release includes groundwork for new features to come. One little bud you’ll notice the next time you pay off a loan: YNAB now recognizes the new status with the proper confetti emoji and a liberal use of exclamation points! We’ve also fixed a bug where your repeating monthly needed for spending target may have been off by a day.

April 5th, 2022

A bevy of bug fixes in today’s release: some visible, some not! One you may notice: in some cases the Reduce Overfunding button was not calculating correctly for Target Savings goals — that’s now fixed. And another: the New Category modal was acting all floaty and out of position when you clicked it into existence. No more!

April 1, 2022

The icons that are beside linked accounts to let you know you need to troubleshoot the connection to continue importing transactions were not showing up. Call me the magic man, now you see them, now you don’t. Well… and now you see them again.

March 31st, 2022

Today’s release fixes an issue where, occasionally, if you made a change to the “Monthly Payment” field in the Loan Planner, and then navigated to a different loan account, the numbers entered in the first account would persist. That was strange and unexpected and it won’t happen anymore.

March 29th, 2022

In today’s release, we fixed a bug where a Savings Balance Target with no date would show the Reduce Overfunding option if the Target was previously met and new money was budgeted, even if the Target is not currently met. Did you catch that 😅? Yeah, same. Nothing else to report, happy Tuesday!

March 24th, 2022

Another quiet day with many behind-the-scenes updates here, but yesterday was a big one for Android: you can now subscribe via the Google Play Store! Didn’t know we have an Android app? Check it out.

March 22nd, 2022

Auto-assign now takes into account debt payment target due dates to correctly prioritize how money is auto-assigned into loan accounts.
And: a pesky empty whitespace was appearing for some of you at the bottom of the screen, we removed it. Someone said spring cleaning?

March 17th, 2022

We fixed a bug with loan targets where payment budget bars sometimes appeared red if a loan target was funded in a previous month. No more!

March 15th, 2022

Today we are highlighting mobile updates! Android users should check their device as we’ve added equation keys to the transaction entry screen! For now, this update only applies to single-category transactions, but look for these keys on the split transaction screen in a future release. iOS users will also notice a change: the toggle on the transaction entry screen has a new look! This design improves legibility and helps new users quickly learn the foundations of managing transactions in YNAB. Also, it’s snazzy. Who doesn’t love a snazzy toggle?

March 10th, 2022

We put together a lot of great behind-the-scenes fixes in today’s release, but don’t worry — we didn’t overtax ourselves. Speaking of taxes, are you in the U.S. and looking forward to a refund this tax season? If you’re wondering how to put that money to work we have a few ideas for you!

March 8th, 2022

Many fixes and improvements in today’s release, but it’s not all structural! Eagle eyed budgeters will notice new icons in the settings menu in the web app.

March 4th, 2022

YNABers connected to UK/EU banks might’ve noticed that, even after successfully reauthorizing a connection, YNAB would still indicate that the connection needed to reauthorize. And then, when you try to reauthorize again, it says it is successful… but then the connection STILL says it needs to reauthorize. 🤦 We have fixed this bug! A successful reauthorization will no longer make you feel like the star of Groundhog Day.

March 3rd, 2022

It’s a quiet day in YNAB-land; please enjoy today’s release of behind-the-scenes improvements.

March 1st, 2022

Happy spring! Wait… too soon? I saw ‘March’ and got a little ahead of myself. Today’s release (like the weather this time of year) is anticipatory; great things are happening behind-the-scenes that will be coming soon to a budget near you. For now, hunker in and join me in enjoying every last minute of sweater season!

February 24th, 2022

In today’s release, we’re fixing some reported issues around currency symbols and adding a number of requested currencies. You can now budget in Angolan Kwanza, Fijian Dollars, Malagasy Ariary, Nepalese Rupee and Aruban Florin! Did you know the 50c Aruban Florin is a square coin? 🤩

February 23, 2022

Happy Twosday! We’re so sorry to have missed our regularly scheduled release, but hopefully this makes it up to you. Two things in today’s release: we fixed a bug in the “Record Payment” screens for the loan planner: the calendar date picker was appearing in the wrong place! It should now pop up over the date field, as expected. We also made a small spacing improvement to the UI in the credit card “Move Money” window.

February 17th, 2022

In today’s release we fixed an issue where targets could show the wrong date in months with fewer than 31 days. As it turns out, calendars can be real head-scratchers. We also made some updates to our supported currencies. We’ve removed the Latvian Lats (replaced by the Euro in 2014), added the Malawi Kwacha, and added the Rwandan Franc. I don’t have a pithy ending for this release note, so I’m just going to awkwardly sign off now.

February 15th, 2022

Lots of underlying dependency updates in today’s release—gotta keep up with the times! Also, we now show a warning if you attempt to link a bank account that has a different currency than the currency of your budget. Say that one three times fast. Happy budgeting!

February 10th, 2022

Not much for spectators in today’s web release (backend updates, paving the way for future features, yadda yadda). More time for budgeting! 😉

February 8th, 2022

Today’s release includes one bug fix for loan accounts with interest payment history. We now consider any already-cleared interest paid when calculating the cleared and uncleared balances on loan accounts, making sure that there’s no chance for a double interest charge. Otherwise, tweaking and polishing our backstage setup today.

February 3rd, 2022

While we’re working to improve your budgeting experience, can we also help you get two steps closer to one of your goals? Click here to learn how you can enter to win $2,222 from YNAB!

February 1st, 2022

Happy Budget Rollover Day! We just have backend changes today, but have you nerded out with Ben & Ernie from YNAB about their routines for the month rollover yet? Click here for a throwback to Episode One of Budget Nerds.

January 27th, 2022

Optimizers rejoice! With today’s web release, switching budgets in the web app now only requires two clicks, not three! To switch between multiple budgets on one account, click on your budget name in the upper left and you’ll now see the new Open Budget submenu with a list of your recent budgets (up to 5) and the option to view all budgets if you have more.

Also with today’s release, peek inside the magic of your budget’s Auto Assign allotments! Now when you use Auto Assign budget-wide, YNAB will show a more detailed summary of what’s about to happen.

January 25th, 2022

Today’s release is of the “eat your veggies” variety, chock-full of vitamins and minerals to keep your budget healthy. Not to say that we’re going to skip dessert – we’ve got some sweet things coming your way soon!

January 20th, 2022

Today’s update brings a handful of behind-the-scenes changes and a fix: if you have a loan account with a transaction on the same day as the starting balance, it won’t cause an error anymore!

We have a lot of great stuff in the works and we’re excited to get it into your hands. Want to be part of that? Come join us—we’re hiring!

January 18th, 2022

Today we’re bringing you two new currencies: the Zambian Kwacha and the Myanmar Kyat. We also have a couple currency fixes: we now use the proper symbols for the Kenyan Shilling (KSh) and the Danish Kroner (kr.). Thank you to the YNABers who reached out about the incorrect symbols!

January 13th, 2022

As our teams are mostly planning all the features and improvements we want to build in 2022, we don’t have anything juicy to share in this release. It’s all a hidden work-in-progress for now!

Sure this release may be small, but here’s something mighty: saving $1,000 in just a month! Try your hand at our More Money Challenge, where the average participant saves $1,000 in just 30 days by following three simple rules. How hard could it be, right?

January 11th, 2022

With this release, we’re improving some of the machinery under the hood that powers YNAB. We also fixed a couple of issues: we added a custom note to the invoices of users located in Texas to be more helpful, and made some improvements to Direct Import in the EU. We also fixed a bug that would duplicate payee locations on mobile if you’re using Geo Payees!

January 6th, 2022

Another mostly behind the scenes release today. We did, however, fix a bug where loan accounts migrated from pre-existing tracking accounts would use the wrong currency format, causing the balance to be woefully incorrect. Not to worry, that won’t happen anymore.

January 4th, 2022

Happy New Year dear readers! Welcome to 2022. Lots of changes happening under the hood today, but not much to report. In fact, all I have to report is that we removed two extra spaces that were lurking in one of our success message modals. We can’t have that, not in 2022. Begone extra spaces, begone!

December 9th, 2021

Today’s release includes hidden behind the scenes fixes, much like your budget could contain hidden gifts. Not sure how? Check out our blog post on how to hide gifts when sharing a budget.

December 8th, 2021

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

December 2nd, 2021

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

November 30th, 2021

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

November 23rd, 2021

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

November 18th, 2021

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

November 16th, 2021

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

November 11th, 2021

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

November 10th, 2021

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

November 5th, 2021

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

November 4th, 2021

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

November 2nd, 2021

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

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

October 28th, 2021

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

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

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

October 26th, 2021

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

October 21st, 2021

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

October 19th, 2021

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

October 14th, 2021

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

October 12th, 2021

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

October 7th, 2021

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

October 5th, 2021

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

September 30th, 2021

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

September 28th, 2021

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

September 23rd, 2021

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

September 21st, 2021

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

September 16th, 2021

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

September 14th, 2021

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

September 9th, 2021

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

September 7th, 2021

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

September 2nd, 2021

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

August 31st, 2021

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

August 26th, 2021

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

August 24th, 2021

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

August 19th, 2021

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

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

August 17th, 2021

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

August 12th, 2021

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

August 11th, 2021

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

August 5th, 2021

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

August 3rd, 2021

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

July 29th, 2021

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

July 27th, 2021

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

July 22nd, 2021

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

July 20th, 2021

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

July 15th, 2021

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

July 13th, 2021

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

July 8th, 2021

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

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

July 6th, 2021

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

July 1st, 2021

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

June 29th, 2021

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

June 24th, 2021

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

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

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

June 22nd, 2021

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

June 17th, 2021

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

June 15th, 2021

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

June 10th, 2021

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

June 8th, 2021

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

June 3rd, 2021

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

June 2nd, 2021

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

June 1st, 2021

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

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

May 27th, 2021

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

May 25th, 2021

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

May 18th, 2021

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

May 13th, 2021

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

May 11th, 2021

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

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

May 6th, 2021

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

May 4th, 2021

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

April 29th, 2021

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

April 27th, 2021

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

April 22nd, 2021

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

April 20th, 2021

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

April 15th, 2021

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

April 13th, 2021

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

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

April 8th, 2021

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

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

April 6th, 2021

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

April 1st, 2021

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

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

March 30th, 2021

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

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

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

March 25th, 2021

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

March 23rd, 2021

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

March 16th, 2021

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

March 11th, 2021

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

March 9th, 2021

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

March 4th, 2021

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

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

March 2nd, 2021

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

February 25th, 2021

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

February 23rd, 2021

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

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