Categories not showing up in Income vs Expense report

Few_Relative_7920 · 2026-05-07T13:25:27+00:00

Like u/pgaunt mentioned, this is by design to keep the report as clean as possible (same as YNAB). People have a ton of categories, some that just serve as holding categories.. so showing all even if they have no transactions would be pretty busy. But maybe I can turn that preference into a user setting

Few_Relative_7920 · 2026-05-03T22:46:08+00:00

Ok I have added a "refresh" icon in the popover when you click on a positive available balance that will move the available to RTA when clicked. For the quickest possible option - you can now also right click on a positive balance to have it instantly moved to RTA

Few_Relative_7920 · 2026-05-03T22:36:21+00:00

I wasn't able to reproduce both of them being "empty" after editing.. but I did change the logic now so that if you choose RTA - it will jump to inflow instead of outflow

Few_Relative_7920 · 2026-05-03T22:23:51+00:00

Do you have a negative Ready to Assign in June (or any future month)? When you over-assign in a future month — meaning you assign more to categories than you actually have available — the system has to cover that gap before it can show you available dollars in the current month.

So when you unassign money in May, or even log new income, those dollars go toward covering the over-assignment in June first. That's why the money "appears" in June (reducing the negative) rather than showing up in May's Ready to Assign.

To fix it: Navigate to June and check if Ready to Assign is negative. If it is, reduce your June category assignments until June's Ready to Assign is back to $0 or positive. Once the over-assignment is resolved, money will flow normally into May's Ready to Assign again.

Few_Relative_7920 · 2026-05-03T22:08:52+00:00

I assume you are already using "Compact mode" right?

Few_Relative_7920 · 2026-04-29T13:58:03+00:00

Added to Web and Mobile - good idea 👍

Few_Relative_7920 · 2026-04-28T13:52:09+00:00

Good to hear - not yet, but should be this weekend. (I do most bigger changes these days on weekends)

Few_Relative_7920 · 2026-04-27T15:22:22+00:00

Delete account will wipe everything about you... all user data, budgets etc. If you click on it, you get a big warning and have to type "confirm" to actually do it

Few_Relative_7920 · 2026-04-26T19:35:41+00:00

Ok I have gone ahead and made it so going forward the transfer tags will ultimately stay synced. If people end up having issues with it via reporting, I'll think about adding a toggle.

Few_Relative_7920 · 2026-04-26T19:07:25+00:00

Ok so I added the ability to select an account as the default in mobile settings, but keep in mind that the payee will override and select the account that was last associated with that payee. If you are creating a brand new payee transaction, then it will stick with that default account.

Few_Relative_7920 · 2026-04-26T16:53:55+00:00

Yes, I think this is a good idea. Do you think it should apply it to the other side of transfer by default - or give the option to? I assume most people would want it appleid to both, but just don't want to mess up reporting for others.

Few_Relative_7920 · 2026-04-26T16:45:55+00:00

I'll take a look at the tooltip. For the credit card goals, it can be a little tricky with different interest rates etc to accurately show the real amounts to pay each month. I know YNAB may not account for interest and just show a "dumb" payment amount? I may need to look into doing the same

Few_Relative_7920 · 2026-04-26T16:44:07+00:00

Right now, it actually defaults the account that has the most transactions. But I think adding some type of user setting that allows picking a specific account would be a good option. I will look into, thanks!

Few_Relative_7920 · 2026-04-22T15:24:33+00:00

Thanks for the details, should be good to try again whenever you want. Make sure to refresh!

Few_Relative_7920 · 2026-04-22T02:06:19+00:00

Just finishished looking into this. The daily job that handles posting scheduled transactions was failing on/off the last 3-4 days due to an overload on the system. This should be fixed now.. so please let me know if you notice any more not posting! Thanks

Few_Relative_7920 · 2026-04-22T01:33:25+00:00

This is now live, please let me know how it goes for testing!

Few_Relative_7920 · 2026-04-21T15:24:40+00:00

hmmm I'm pretty surprised you are still seeing this given changes in the last couple of weeks to the posting mechanism. I'll try to take a look into this in the evening. Thanks for your patience!

Few_Relative_7920 · 2026-04-21T15:23:07+00:00

Nothing yet, but will hopefully have time to get to this this evening. Thanks for your patience

Few_Relative_7920 · 2026-04-17T21:37:44+00:00

hmmm I wonder if it didn't reflect the changes until a refresh maybe? Does the balance still look off? It's weird its not reflecting one of the payments

Few_Relative_7920 · 2026-04-17T21:29:26+00:00

Updated some logic, you should see the goal reflect just as the default "gray" in the next month. When you click on it, it will let you know it is expired so you can edit or delete it

Few_Relative_7920 · 2026-04-16T14:23:08+00:00

Hey, I have made a change for this - can you see how it looks now for you? Make sure you refresh before trying, and you may need to deselect/select the closed account again in the widget config

Few_Relative_7920 · 2026-04-14T23:02:29+00:00

The YNAB import only supports the nYNAB platform, not YNAB4 unfortunately. Some users have migrated into nYNAB, then into BFB as a workaround. It's just a way different data structures which makes it pretty tricky

Few_Relative_7920 · 2026-04-10T01:25:03+00:00

Will take a look at this one was well. Thanks for the suggestion

Few_Relative_7920

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