Web app: 2016 (3.5 years from summer 2012). Which is more valuable for the users? :). i am referring to the mobile app. I'm sorry this has been such an area of frustration for you. If you want me to stay around get this added or at least give real updates and not the please put a request in BS. Please add a way to adjust based on entering current account value. Worth a sprint or two perhaps? Megan It's not supposed to be an option at the moment. Reconciliation draws a line in the sand that limits how far back you need to look when troubleshooting. The rules – Give every dollar a job, Embrace your true expenses, Roll with the … You seem to have the pieces on the back-end (the website can trigger a reconciliation). Just wanted to make sure someone was seeing this thread since it had been marked answered :). I use the app almost everyday and being able to do what is offered on the web interface from my desktop is very much needed. The web app has been out longer than the distance between any of the previous major releases. :). Faness  I’ve submitted this at least a couple of times too… Nothing ever gets done – looking at the forums this has been going on well over a year. However, it’s worth it for me, as YNAB is easy, fast, and mobile. I found a way to view ynab website without it calling the app for ipad, might be similar on other mobile devices. All you need to do is delete the app and log onto YNAB with your safari browser and it works like a Mac. Embrace your true expenses. If you do, then we can have your shortcut listed in our Works with YNAB API section, once approved by our developers! I know it's on the list but I just want to add my vote! Please treat us like people with brains who also share your goal of having YNAB be great software. Mobile reconciliation is a super popular feature request and the team is looking into for the future. YNAB Best for: Visual learners For context, I use the mobile app primarily. But I also see that the question was answered so I am not even sure YNAB is listening to all the comments on 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. I know there has been a number of these already submitted. I just wanted to re-post a link to our Feature Request form. Do we all have to leave YNAB to get it done? Bluurocks what mobile browser? Here’s the link to the Feature Request form if others would like to help barrage the developers with this request : ). 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. So in this case it would only really be for the tracking accounts. 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. Others are variable: vehicle registration re… Can we get an update on when this may happen? I am actually a little disappointed that I still need a laptop/desktop to reconcile accounts/lock transactions. I would also like to vote on this. At this point we have to wait. I’d like to add another +1 for this, and I’ll submit it as a feature request to the devs, too. I see our API team is double checking on things, so fingers crossed! By Peter Anderson 44 Comments-The content of this website often contains affiliate links and … If everyone does it that way they may understand it. We currently don't have a timeline for this, but it's on our radar! Every week I do a reconciliation against my current balances on my tracking accounts. This has been bugging me as well request desktop doesnt work for me. That is where it dies. Agreed! I tried your way here on Safari and it does work going to the webpage but it is limited. 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 find that I don’t need to manually reconcile other budget accounts as the matching feature for imported vs manually entered transactions has been working flawlessly for me :). I'm learning about it at work and will be certified soon. Thought others here might find it useful! Some expenses are fixed: utilities, rent, cable. I totally understand not promising timelines, as those always turn around to bite you in the end (I know all too well as I’m in software too). You Need a Budget also known as YNAB is a personal finance app that’s built around YNAB’s Four Rules. Hopefully, you love it. 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. We know reconciliation on mobile would be a nice feature to have and it has been brought up, but we don't have a roadmap for it just yet. At this point—with our development resources focused on a visual redesign of the mobile app and continued improvements to the web app—we don’t expect to see mobile reconciliation in the near future. It seems weird that you can connect to bank accounts from the mobile apps (a feature used infrequently and mainly during initial account set up), but you can’t reconcile the accounts themselves (a feature used very frequently by all YNAB … I did a reconcile and then went back to my desktop to see and it did not transfer over and I had to do all the work over again. An option to reconcile within the mobile app would be wonderful!!! GREAT! (Due to different posting dates this can be positive or negative and should reflect very little discrepancies over time- I only care if there is some serious “money leak”.). and seriously - ,(this isn’t personal, I know you’re following the script you’ve been given— this comment is for your leadership team so please pass it up the ladder) -  the customer service cheerfulness is getting annoying after the marketing that this is a full featured mobile app. I finally moved over from the desktop program over a year ago. We have a lot of things planned, but no solid road map just yet - we hope you'll like the changes coming! If so, we’d love it if you shared … So once again I will ask what is the status on this? Thanks!! 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). 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. We do realize reconciliation on mobile is a highly coveted feature and our development team has it on their radar. You realize that, right? Reconciling often actually allows me to spend less time finding errors than if I do it monthly. I do almost everything on mobile. After presenting the question of "what the heck?" 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. … and when your YNAB account register matches your bank account statement, you click the “Reconcile Now” button on the top-right corner of the screen in YNAB’s web app: When you click that button, YNAB will ask you if the number in YNAB … : I still love YNAB! I don't want the app, I want it in my web browser so I can reconcile my accounts since that isn't in the app version whichnis otherwise great. I have done that a number of times! You have control over how you classify them too. It becomes a bit of a problem. What does it take to get it escalated? Just to let you know YNAB answered this thread a while ago and pretty much is not checked by them. 1. I don’t have a personal laptop and this is the 1st time I’ve had this issue in any app. I reluctantly moved over because of syncing and wanted to use tablet and YNAB stopped development on desktop app. We're working on it!" You have complete control over the number and names of categories, just as you would in a spreadsheet. Still no movement on this one — i just submitted three feature requests again:  reconcile in app, spending report in app and using web-version from iPad browser. I believe they can't do it or won't do it. 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? I am looking to ditch the computer. I want a usable app not a pretty app that twinkles. 1 Check your cleared … Is there a project timeline for release? It just wants to open an app on my iPad. 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. I can’t. It was a bit disappointing as this is my monthly process and since using YNAB, I've grown accustomed to doing it. Y'all. There are so many people asking for this in the app and we have been ignored for too long. Since the budget numbers get updated and saved as soon as you edit them, there is no easy way (apart from remembering) to go back to a previous amount if a mistake has been made. They sit around in a limbo zone until I get to a computer and can officially mark them as done. (If you run into an error, try thesetroubleshooting steps—or Skip to set up an Unlinked account if you prefer.… This is unbelievable and stupid. First of all, Go to ynab website in Safari and hold your finger down  on the refresh button (at the end of the website url/name) until menu appears and choose request desktop site, Then hold your finger down on the login until menu appears and then choose open in new tab, that then takes you to the login details on the website where you can access website version of ynab, note if you dont do above step everytime then it will take you to download app page on subsequent visits, Another option is to bookmark this url that might do it as well, https://app.youneedabudget.com/users/login, i tried this in chrome as well but it takes you to a page to download the app :( even with request desktop step but going to the url above worked fine in chrome. website and not be forced to use the app when using mobile devices. I did this because YNAB finally had an app that may work away from a desktop. Decide what you want to do with each dollar that comes into your bank accountbefore you spend it. 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. We want the mobile app to be as functional as the web app, but we have a long way to go (and a lot of things to cram into the mobile app). Most mobile browsers aren't suited for the web app, so it redirects to the mobile app. In100% after that there needs to be a reconciliation option in the mobile app. I’m loving the concept, totally dislike that I have to go to my iPad or my pc to reconcile. :). :), I think it is important to make this a duel ask. I've discussed this at length on Nerds on Draft episode 19. Function isn’t in mobile, YNAB won’t let me use the web version on my iPad. Faness sounds like an Agile process, idea you a backlog, select ones based on need and other voting methods. I'd like to add my support for this, for two reasons: Agree with this comment. We're working to be more transparent about what's in active development! The visual redesign is necessary to set new ground work for the mobile app. I don't understand how such a great, polished app doesn't already have this feature. 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. 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. I have never seen any real response about it other then add the request and they will get to it some time in the future. Well I’m not sure if it will ever happen. So we are stuck. Something has been majorly screwed up at YNAB dev headquarters for a long time. It's not at the top of my list (tags are) but I'd definitely find it useful. One of the main reasons I moved to the new YNAB (was using classic YNAB till about a week ago) was so I didn’t have to keep using my laptop/desktop to budget since everything can now be done on the new YNAB mobile apps (at least I thought). All of them. Do you also create manual balance adjustments for other types of budget accounts? 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. I really don't want to do that I have a lot of time invested in this program. You can add an account andlink it to your financial institution at the same time by following these steps: 1 1. There is two ways to make your customers happy give them at least one. Personal Budgeting Software for … If the feature can not be done then say so! I've been experimenting lately with having cash as an account, rather than as a budget item. Habanero Salsa Silver Drum I'm sorry I missed your replies earlier! Your budget goes where you go—on all your devices, all the time. We all know what is the most difficult part of budgeting – it’s being behind on your finances and spending this month’s … A button and a dialog? Consequently, where once I trusted that my YNAB accounts were in sync with my Financial Account balances -- that was not the case anymore. I am currently away from a computer, and now I can't even open YNAB in a mobile browser, because it keeps forcing me to the app. The YNAB Mobile App Makes You a Better Budgeter. YNAB is now available for Mac users, as an iPhone app and on the iPad. That would be Nirvana. Requesting the desktop site through my share button doesn't work. Lavender Dragon It seems the browser engine from the iPad to the iPhone are different which of course does not make sense but you can thank Apple for that. At out university cafeteria there is a system of cashless payments via special cards. That lets our development team know this feature is important to you! It is not a functionality to make all align by forcing your accounts to be in order, … Faness how many of these do you actually need before you do something about it? It would be super cool if it could get this from the connected bank account as it did when I first added the account. Reconciling is the easiest way to add an adjustment transaction for the amount the account went up or down. Daniel Rufus The above trick doesn't always work - some devices won't allow the work around. :). YNAB good luck with the app. PLEASE BUMP UP this feature on the mobile app priority list!!! Then, scroll down to "YNAB" in the list and choose While Using the App. I delt with it by going to my desktop to reconcile. Please don't continue to force us to us an APP that does not have reconcile ability. After moving over I quickly found out that I can’t reconcile on the iPad app. YNAB revolves around 4 easy-to-understand rules: 1. Good reminder to everyone else interested in getting mobile reconciliation though. Dan at YNAB thanks for the update! I would love to be able to reconcile my accounts in the mobile app. I will say it hasn't fallen off the radar, and I can confidently say we are working more concentrated than ever on bringing parity between the web and mobile apps. ‎YNAB—Budget, Personal Finance, Expense Tracker YNAB will help you break the paycheck to paycheck cycle, get out of debt, and save more money. The answer is because YNAB still makes things 1,000% easier than a spreadsheet. 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. I wanted to add another use case for this feature. You guys really have amazing parity from what I see. Reconciliation on mobile is on our roadmap, but it will take some time. It’s really a current balance update. Hi Daniel Rufus and Slate Gray Inspector ! Please fix this so that I can just do the basic budget and checkbook functions at least. As someone who recently went iPad only, I’ll toss in one more +1. 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. We want the mobile app to eventually be as fully functioning as the web app, but we're not quite there yet! I would love to be able to reconcile my accounts in the mobile app. The overall design of the app is clean and simple, almost minimal. I mean, unfortunately, it makes perfect sense in this context, but that’s, well, unfortunate. Bravo. I wanted to give a bit of an update to ease the growing tension here. No idea why that would be the case but there has to be some bizarre reason for omitting such an obvious, oft requested feature. Daniel Rufus I agree, would be nice to hear something given the traction this post has gotten. It would really help me to keep the habit of paying attention to the budget if I could do this. Thank you! YNAB … Daniel Rufus I submitted a feature request before posting here. Thanks. Faness  How do you get YNAB to even come up on your iPad? :). If you have a vpn into your house to your desktop you could remote from your device into your home computer and run the desktop from there. I do 95% of my YNAB activities on web. After 2 years of people asking for this and my 1 plus year of asking I gave up wit the last update of the IOS Safari now supports working on the YNAB web page with out the app. Each month, you ha… Visual enhancement. Because of the mobile app, whenever I buy something I literally enter the transaction as I’m walking out the door of the … I am sure you know this. 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. I too would like reconciliation in the mobile app. :D. +1 for this request. They know this is something users definitely want to see in the future, but we can't guarantee when it will be ready just yet. Dan  The parity between the mobile and web apps is breathtaking. There is a lot of scrolling and zooming involved after that. The sole point of clearing & reconciliation is to ensure YNAB agrees with the real world. Now I know I can visit app.ynab.com on a mobile browser, but I’m prompted to switch to the app. Hopefully, the YNAB team is still keeping an eye on this post and will introduce a reconcile button and an undo button soon. Beige Filly Thanks for bringing up that point! You’ve described today’s use of “computers” perfectly. 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. Feel free to post any news, questions, budget strategies, tips & tricks and advice related to YNAB. Your Next Step ... And, obviously, we … Email them on the support page and request an enhancement. This is probably the last major feature lacking in the mobile apps. Thanks for helping with that! I am also sure you know we have filled the feature request. In those cases, the only option is to use the mobile app. :). I make sure that my YNAB … You Need A Budget 4 (YNAB 4) Mobile App Review: Accounts, Budget And Cloud Sync On The Go. A ball park please, guess will be good! I'd love to have the ability to reconcile in the app too. Well once again, just like the move from the desktop program to web based app it’s missing basic features. Would be better built in. Raising my hand for bringing this feature enhancement to the top of the list. Well, it has been 7 months since this was started and it has been 3 months since I also replied to this. Checkout my post on reddit: https://www.reddit.com/r/ynab/comments/e497f1/ios_shortcut_to_update_balance_of_tracking/, Thank you for taking the time to create this shortcut! Not always ideal. Magenta Wildcat Gotcha. 3 1. I like to reconcile my accounts at the end of the month - specifically my investment tracking accounts. The Undo option is another feature that isn't currently available but we know would be helpful in the app! Problem is people keep asking here for the feature and it does not get counted you need to do that through their feature request link that has been posted here a few times. 2 1. They said even if we go to the desktop not all the functions will work. 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. We have never gotten any responses from this no feed back at all. 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 … Currently I have to use the calculator app to calculate the difference, and then create a new transaction for that difference. I like to reconcile my accounts at the end of the month - specifically my investment tracking accounts. 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. I only use my mobile apps to approve imported transactions, nothing more. yep agreed, on the positive at least i can clear multiple transactions without having to boot up my laptop. But before you get creeped out, think of the … Unless  you are suggesting  we just go some where else. Started following the routine yesterday morning while sitting at my desktop PC. Or let’s say I prefer to change the budget group currently titled “HOUSING” to “YO MOMMA’S HOUSE.” Easy peasy. Just an update here, I was asked to take down my Reddit post, as using personal access tokens is not allowed unless it’s for personal use, and unfortunately OAuth is just a bit to unwieldy for a simple iOS shortcut. If the APP does not work like the web page then make the mobile web page work. 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. You need to do an Edit on it and then a drop down menu shows up. Account Types on Mobile. The YNAB mobile app is available for both Android and iOS devices. I didn't realize the app wouldn't be allowed. If I am budgeting on mobile (which I do a lot), there's no way to finalize any of my transactions. Enter your login credentials and follow the prompts. It’s missing key functionality that HAS been submitted to the feature request and there’s still not even a  roadmap. By the way, I know the question was more a request, but I'm going to mark this answered. Simply use my Android client to reconcile against a displayed online balance. Thanks for submitting your feedback too, that goes straight to our design/development team and they plan future features based on that feedback! Another YES for being able to reconcile in the app! I can't say for certain how long it will take, but we do plan to make it happen - app willing. 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! (Reorganizing budget categories and groups is a nice touch, though some quick budget options are missing). As others have said it’s quite a pain, but it kinda works. I can do lot of things with my iPro Pro 2018  12,9” but can’t reconcile an account! It gets very tiring to request something and get no response. https://docs.google.com/forms/d/e/1FAIpQLSfNVCZCXFaokj9PjsnKXDau5-F2-cu-rdK9AgrBkdAa_xgjww/viewform. My only guess is YNAB wants to drive traffic to its desktop site for some reason. 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. Reconciling is the easiest way to add an adjustment … 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. Both applications are accessible via the web and on mobile devices, but YNAB … I can't say how much time, but it is in our plans. I need mobile reconciliation as well. 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. 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