Can we get an update on when this may happen? Here’s the link to the Feature Request form if others would like to help barrage the developers with this request : ). 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. Is there a project timeline for release? Your transactions have one of three statuses in the far right-hand column of your account register. 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. Sorry about that! 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. 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. The reconcile function isn’t yet available in YNAB’s mobile app. (Is that a word?) Y'all. This is unbelievable and stupid. 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. There isn't a set number of feature requests we aim for, but our development team collects them. The rules – Give every dollar a job, Embrace your true expenses, Roll with the … Web app: 2016 (3.5 years from summer 2012). However, it’s worth it for me, as YNAB is easy, fast, and mobile. Faness  - actually, my strong preference is to have a fully functional mobile app - including reconciliation. Are there plans to have reconciliation released in the redesign? Bluurocks what mobile browser? I’ve submitted a feature request for the reconcile feature in the mobile apps as well! I'm sorry this has been such an area of frustration for you. If it’s a few dollars here and there I just want to say “well, whoops” and move along. Others are variable: vehicle registration re… :). :). i am referring to the mobile app. 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. I can't say for certain how long it will take, but we do plan to make it happen - app willing. Beige Filly Thanks for bringing up that point! So in this case it would only really be for the tracking accounts. Cannot imagine doing everything on mobile, too slow and cumbersome, much … Not always ideal. 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 don’t understand why I can reconcile on my iPad via my browser but on my iPhone I can’t do the same??? Faness if I understand Daniel Rufus  correctly, however, he (and many of us like Alice Blue Sidewinder  ) would like to be able to use our mobile browsers to access the YNAB  website and not be forced to use the app when using mobile devices. Both applications are accessible via the web and on mobile devices, but YNAB … Because of the mobile app, whenever I buy something I literally enter the transaction as I’m walking out the door of the … ClickAdd Accountin the left sidebar and set it up as a Linked account. That lets our development team know this feature is important to you! I would like to upvote having the reconciliation feature on the mobile apps as well. I like to reconcile my accounts at the end of the month - specifically my investment tracking accounts. I delt with it by going to my desktop to reconcile. Started following the routine yesterday morning while sitting at my desktop PC. If you have a moment, would you mind submitting a Feature Request for mobile reconciliation? My only guess is YNAB wants to drive traffic to its desktop site for some reason. 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. I mean, unfortunately, it makes perfect sense in this context, but that’s, well, unfortunate. :). 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. Other companies out there do it that are money trackers so this can not be that hard to do. This feature is essential to become iPad only (like Federico Vittici). If you prefer the mobile browser option, you can let our development team know in a Feature Request. It is, by far, the best budgeting app. As we all patiently wait for reconciliation in the mobile app, I took the time to create an iOS shortcut using the YNAB API to update the balance of an account. Faness sounds like an Agile process, idea you a backlog, select ones based on need and other voting methods. I am also sure you know we have filled the feature request. By the way, I know the question was more a request, but I'm going to mark this answered. No idea why that would be the case but there has to be some bizarre reason for omitting such an obvious, oft requested feature. Every week I do a reconciliation against my current balances on my tracking accounts. I use YNAB on all my devices and because I’m still getting the hang of how to handle splitwise and reimbursements, I do have to do some reconciliations every now and then to keep the accounts accurate. 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. Habanero Salsa Silver Drum I'm sorry I missed your replies earlier! If you use the mobile app exclusively, however, there’s still a lot you can do to keep your account balances up to date! I don’t have a personal laptop and this is the 1st time I’ve had this issue in any app. ‎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 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 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). . Some expenses are fixed: utilities, rent, cable. The best thing to do is to request an update to the app through the link provided earlier in this chain. I see our API team is double checking on things, so fingers crossed! I use chrome on android and requesting the desktop site works great. It would really help me to keep the habit of paying attention to the budget if I could do this. That would be Nirvana. I have been a user since the desktop 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? I'm sorry you feel this way! 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. Aside from this reconcile feature, the mobile app can do nearly everything else I regularly use. I finally moved over from the desktop program over a year ago. 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. I like to reconcile my accounts at the end of the month - specifically my investment tracking accounts. Megan It's not supposed to be an option at the moment. Reconciliation on mobile is on our roadmap, but it will take some time. The visual redesign is to help with navigation in the mobile app and lay the ground work for future improvements and features. This week they released YNAB 5 and it's clearly not aimed at me. 1 Check your cleared … Currently I have to use the calculator app to calculate the difference, and then create a new transaction for that difference. The overall design of the app is clean and simple, almost minimal. :). That goes directly to our development team so they know how important you find this feature! Until there is an option to reconcile on the YNAB mobile app, it would at least be nice to be able to do it in our phone's web browser (as awkward as that might be) but it forces you to go to the app :( So once again I will ask what is the status on this? Now I know I can visit app.ynab.com on a mobile browser, but I’m prompted to switch to the app. I did this because YNAB finally had an app that may work away from a desktop. If you import transactions, many of them will be cleared in YNAB automatically. The YNAB mobile app is available for both Android and iOS devices. 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. Decide what you want to do with each dollar that comes into your bank accountbefore you spend it. I have been looking for a replacement for YNAB for little while now since they have not bothered to give this update. Thought others here might find it useful! Do you also create manual balance adjustments for other types of budget accounts? 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! I would love to be able to reconcile my accounts in the mobile app. Watch this quick video—and read the descriptions below—to find out why these statuses are so important to reconciliation. I have done that a number of times! Alice Blue Sidewinder That's our strong preference too! It gets very tiring to request something and get no response. Give every dollar a job. 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 :). We plan and intend to release a number of features to mobile, but the redesign is our first of many stepping stones. 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've discussed this at length on Nerds on Draft episode 19. The company’s flagship app, YNAB for Web, has now evolved into a multi-platform for personal budgeting. I reluctantly moved over because of syncing and wanted to use tablet and YNAB stopped development on desktop app. If you do, then we can have your shortcut listed in our Works with YNAB API section, once approved by our developers! 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. 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. Mobile reconciliation is a super popular feature request and the team is looking into for the future. Just click “HOUSING” and type your preferred title. If the APP does not work like the web page then make the mobile web page work. With YNAB, if you have your phone (and we know you do), then you have your budget. 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. We know reconciliation on mobile is a highly desired feature, we just have to lay the ground work before we can get to it. It just wants to open an app on my iPad. You need to do an Edit on it and then a drop down menu shows up. I if I choose a desktop version on my mobile browser, that is what I want!!!! A discussion subreddit for popular budgeting software You Need A Budget. 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. At this point we have to wait. That link goes to the feedback page for them.. Daniel Rufus Thanks for the knowledge and updates. This issue has been on here for at least 3 months. I know it's on the list but I just want to add my vote! They sit around in a limbo zone until I get to a computer and can officially mark them as done. Bravo. There are so many people asking for this in the app and we have been ignored for too long. And you haven’t figured out how to do mobile reconciliation? So disillusioned that the “full featured mobile app” missed basic functionality like reconciliation. Daniel Rufus I uninstalled the iPad app for the same reason, so I can use the web version of YNAB in Safari (with reconciliation). Good reminder to everyone else interested in getting mobile reconciliation though. Here's context:  During the recent version upgrade several of my accounts didn't perform Direct Import function accurately. I do ALL entries manually and sometimes there might be a small discrepancy. I do 95% of my YNAB activities on web. We all know what is the most difficult part of budgeting – it’s being behind on your finances and spending this month’s … Another vote to reconcile in the app. By Peter Anderson 44 Comments-The content of this website often contains affiliate links and … I literally just swap between the bank app and the YNAB app on my phone checking each transaction and clearing them as needed. Cleared transactions make up the Cle… Your Next Step ... And, obviously, we … 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. (Reorganizing budget categories and groups is a nice touch, though some quick budget options are missing). That's helpful to know. I don't understand how such a great, polished app doesn't already have this feature. :-(, I have submitted a request to the design/dev team, but it seems many others have done the same before me  at any rate, request for mobile reconciliation has certainly been a topic in these forums for years, please do what you can to escalate this with the design/dev team: the mobile app needs to be fully functional- including “Reconcile”. Good call! Faness how many of these do you actually need before you do something about it? 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. Maybe a reconcile button isn’t quite the right feature for this? Each month, you ha… Personal Budgeting Software for … The visual redesign is necessary to set new ground work for the mobile app. Please, please, please add it in soon. We have a lot of things planned, but no solid road map just yet - we hope you'll like the changes coming! Daniel Rufus We truly hope it wouldn't come to such drastic measures! :D. +1 for this request. What does it take to get it escalated? Thank you! 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. It’s missing key functionality that HAS been submitted to the feature request and there’s still not even a  roadmap. No need to use the yNAB website or a third-party one to inquire on the balance. If it’s not simple, I have less desire to consistently follow through (which in my case is all manual entries). Worth a sprint or two perhaps? Another YES for being able to reconcile in the app! Well I’m not sure if it will ever happen. website and not be forced to use the app when using mobile devices. I make sure that my YNAB … 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. 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. You’ve described today’s use of “computers” perfectly. yep agreed, on the positive at least i can clear multiple transactions without having to boot up my laptop. I am sure you know this. Reconciling is the easiest way to add an adjustment … It is not a secret that this feature has been requested for multiple years. I like to reconcile my accounts at the end of the month - specifically my investment tracking accounts. I’m loving the concept, totally dislike that I have to go to my iPad or my pc to reconcile. It is not a functionality to make all align by forcing your accounts to be in order, … What’s more fun for the development team? :)  Here's hoping we get it! The Undo option is another feature that isn't currently available but we know would be helpful in the app! If everyone does it that way they may understand it. YNAB revolves around 4 easy-to-understand rules: 1. https://docs.google.com/forms/d/e/1FAIpQLSfNVCZCXFaokj9PjsnKXDau5-F2-cu-rdK9AgrBkdAa_xgjww/viewform. On average, new users save $600 in the first two months, … 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. Reconciling often actually allows me to spend less time finding errors than if I do it monthly. Just wanted to make sure someone was seeing this thread since it had been marked answered :). 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. 1. I have not seen much improvement toward feature comparably. I would like the ability to reconcile in the mobile application. Which is more valuable for the users? We want the mobile app to be as feature-filled as the web app, but we're just not there yet. You seem to have the pieces on the back-end (the website can trigger a reconciliation). If the feature can not be done then say so! attitude feels patronizing. :). I wanted to add another use case for this feature. I'd love to have the ability to reconcile in the app too. YNAB … Thanks. The sole point of clearing & reconciliation is to ensure YNAB agrees with the real world. Not the app. This is very useful and simple. Requesting the desktop site through my share button doesn't work. Visual enhancement is the worst idea you all can come with. The answer is because YNAB still makes things 1,000% easier than a spreadsheet. Please add this feature. Consequently, where once I trusted that my YNAB accounts were in sync with my Financial Account balances -- that was not the case anymore. For context, I use the mobile app primarily. This has been bugging me as well request desktop doesnt work for me. I believe they can't do it or won't do it. Thanks for helping with that! You have complete control over the number and names of categories, just as you would in a spreadsheet. 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. Most mobile browsers aren't suited for the web app, so it redirects to the mobile app. If I am budgeting on mobile (which I do a lot), there's no way to finalize any of my transactions. I can do lot of things with my iPro Pro 2018  12,9” but can’t reconcile an account! P.S. But before you get creeped out, think of the … You realize that, right? 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. For context, I use the mobile app primarily. Trying to remember all those balances while switching apps is a pain and prone to error. We'll never stop improving YNAB, the web app and the mobile app! We need and UNDO on the app To go along with the RECONCILE...because stuff happens...and it is even easier to make a mistake on a phone given no keyboard. It wouldn’t make sense for us to add the feature then redesign the app, but the team will certainly revisit it once the redesign is complete. YNAB preaches "give every dollar a job" and the desktop app does a good job encouraging proper budgeting. 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. YNAB good luck with the app. So we are stuck. 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. You have control over how you classify them too. 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). You Need A Budget 4 (YNAB 4) Mobile App Review: Accounts, Budget And Cloud Sync On The Go. :), I think it is important to make this a duel ask. Choose one of your existing connections -or-Add New Connection to search for your financial institution.If this is your first connection, you'll skip right to the search. Once something comes about that works mostly as good as YNAB I will leave them behind. They figured out how to make budgeting fun. 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. I am actually a little disappointed that I still need a laptop/desktop to reconcile accounts/lock transactions. Unless  you are suggesting  we just go some where else. Daniel Rufus I submitted a feature request before posting here. Faness  How do you get YNAB to even come up on your iPad? I'd like to add my support for this, for two reasons: Agree with this comment. Cleared: Transactions that your bank knows about and have finished processing are cleared and are marked with a green C at the right-hand side of the transaction line. I'll yell my +1 into the howling storm of indifference. 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. 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 users). If I were traveling, then I would have to either carry my laptop with me or look for Internet cafes just to reconcile my accounts. 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. We want the mobile app to eventually be as fully functioning as the web app, but we're not quite there yet! Reconciling is the easiest way to add an adjustment … Dan at YNAB awesome, sounds great! A ball park please, guess will be good! I would also like to vote on this. You guys really have amazing parity from what I see. Experimenting lately with having cash as an account webpage but it is limited tension here % than... Disclosure, YNAB won ’ t make sense is bypassing long requested for... Tension here and daniel Rufus the above trick does n't already have this feature my activities! Yet - we hope you 'll like the web app, but solid... Log onto YNAB with your Safari browser and it 's not at the end of the list i! Raising my hand for bringing this feature is counted against my current balances on my mobile,! You want to do this tracking account update from mobile a year ago website or a third-party one to on... Have reconciliation released in the mobile web page then make the mobile makes. Pc to reconcile a new transaction for the web app and lay the ground work for improvements. 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