#QUICK NOTES MONTHLY PLANNER UPGRADE#

Previously they entered as uncleared and that was confusing.

Balance adjustment transactions made from the Edit Account screen will now enter as cleared.

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”). In each account register you’ll now notice a “File Import” button that will get you started.

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.

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. Ever wish you could import transactions all in one fell swoop from the All Accounts register? Now you can.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:

#QUICK NOTES MONTHLY PLANNER UPGRADE#

Added an upgrade banner message for liability tracking accounts to migrate them to a loan account.īrace yourself fellow YNABers, we’ve got a big one today.New visual design for loan accounts to add a pay down calculator.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.

Added a new category target for loan payments with payoff date and total interest estimation.Added monthly interest estimation on loan accounts when making a payment.Added new loan account types, including: mortgages, student loans, auto loans, personal and other.As for these release notes, we’ll remain brief: 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!Īll the details about these new features, including some amazing examples from our internal testing team, can be found in this blog post. 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.

Quick notes monthly planner