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YNAB 4 comes to you with a default set of budget/spending categories. And I do mean CRUSHES.Ĭlick this image to see the YNAB budget layout up close and personal:
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One Budget to Rule Them AllĪs sweet as the registers are, it is, as ever, budgeting where YNAB 4 crushes all competition. Keep doing this crap, Intuit, and Quicken 2013 will be the last Quicken I ever buy. This, in my opinion, is a huge "+1000" for YNAB. Try as I might, I've not been able to get YNAB 4 to frustratingly - nay, maddeningly - "erase" certain Scheduled Transactions the way Quicken Deluxe 2013 does when I enter them sometimes. You'll still need to click an icon (easy to spot) to verify and accept the transaction. However, once that day comes, and YNAB enters the transaction, the transaction isn't really final. If not, then YNAB 4 enters your scheduled transactions into your chosen account register automatically, on the day and recurrence you designate. You can have YNAB 4 enter your scheduled transactions into the register early, if you like. That'll save a few clicks, won't it?) A Bit More About Scheduled Transactions. There's no need to click on each account, one at a time, to add transactions to them. (Note, too, that when you have the "All Accounts" register open, you can add transactions and transfers to ANY account right from there. It's totally sweet: Doing so shows you ALL accounts' transactions in the register view at once, as well as all of your Scheduled Transactions. To see all your scheduled transactions in YNAB 4, just click the "All Accounts" icon in the sidebar. If you're looking at a specific account's register, its "Scheduled Transactions" section will show only those scheduled transactions which affect that account. That section can be hidden/unhidden with the click of a button, too.Ĭlick here to see the "Scheduled Transactions" section more closely: Look closely at the register screen above, and you'll see the "Scheduled Transactions" section at the bottom of the window. YNAB 4 can also hide/unhide reconciled transactions, if you like. Same goes for adding a transfer - there's a button for that. To start adding one or more transactions, just click the "Add a new transaction" button in the register. Let's take a gander at an account register in YNAB 4: As a guy with more bank accounts than Donald Trump, I'm appreciative. Some icons, although pretty, got cleared away, so now you can see more accounts at once. I notice this mostly in the left sidebar's account listing. There's a much better use of space in YNAB 4 than in its predecessors. I'm thinking that Jesse Mecham (YNAB owner/creator, whom I've interviewed) and the other kids at YNAB made an effort to "simplify" the interface in this newest offering. That's just the honest truth.) YNAB 4: Cleaner, But Still Freakin' Beautiful. It is meant to help you gain, and keep, total control of your spending. YNAB 4 is also not meant for tracking investments, tax deductions, business profits and losses, or anything remotely close to that. It is not an "Analyze my spending six levels deep" tool see "One Budget to Rule Them All" below for more on this. YNAB 4 is an extraordinary budgeting and cash-flow tool. (A relatively new browser is required, as I'm using embedded HTML5 video.) YNAB 4 Isn't.
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To view the YNAB 4 video in larger formats, you can visit this page for the larger options.
#YNAB 4 HELP SOFTWARE#
Note that I don't script these video revies I just put the software through its paces and talk about what I see. Looks like your browser doesn't support HTML5 video.
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Those of you who'd like to watch my video review (~17 minutes) of YNAB 4 can get it here: Looking back, if YNAB 4 been around then, it's what I would've used instead. However, it's my experience that Quicken is SO AWFUL and cumbersome at budgeting that even I - a devoted Quickenhead - took the time to build and use my own Excel spreadsheets (rather than Quicken) back when my family was working our way out of debt (and into savings). As I write this, Quicken Deluxe 2013 is my default money-management solution. Note: I'm Still a Quicken Guy.Īs usual, I'll preface my YNAB 4 thoughts by stating, up front, that I'm a Quicken guy, and have been since the mid-1990s.
#YNAB 4 HELP WINDOWS 7#
Now YNAB 4 has graced my Windows 7 desktop, and yet again, I'm awestruck. I've followed the evolution of YNAB all the way up from its initial spreadsheet form, through its leap into standalone software ( YNAB Pro), and then most recently, YNAB 3. I think I've written about as many accolades as I can about YNAB software.