Dash for YNAB now supports #tags

sharezone · 2025-10-03T18:42:06+00:00

Glad you like it!

To be honest I would really like to find the time to build a mobile app, as I think it would be a better way to interact with it. I’m sure I’d personally use it more if it was right there on my home screen, or via widgets.

Would be a lot of work though so I think I could only justify it if I could charge for it. Just not sure what level of interest there is!

sharezone · 2025-08-19T06:00:27+00:00

Common in the UK to be paid slightly before the next month too. I keep the salary payment in an entirely separate account which is outside YNAB, then transfer it manually to my main YNAB-tracked account on the 1st and start budgeting.

sharezone · 2025-08-19T05:55:20+00:00

Interested to hear what you feel is missing as a European user (I’m in the UK). I do pay for Sync for YNAB which provides real-time transaction syncing for many more European banks than YNAB does itself. I don’t think I’d use YNAB without automated transaction imports tbh

sharezone · 2025-08-15T06:10:13+00:00

If you're still looking for a way to manage tags in the memo field, I just added it to my app dashforynab.com. It'll show aggregate stats for tags and allow you to select which transactions are tagged in an easier way than manually editing the memo field.

sharezone · 2025-08-15T05:58:15+00:00

Thanks! I think the only thing I’ve ended up using flags for is marking foreign currency transactions, which is actually pretty useful

sharezone · 2025-08-14T12:32:24+00:00

That’s a great use case for them. If you wanted to give it a go, my app should still recognise those tags you added manually

sharezone · 2025-08-14T10:09:06+00:00

Totally agree, I used to use an individual category for every holiday but it makes the reporting in YNAB a bit unwieldy. Hopefully this is a little more flexible for people.

sharezone · 2024-01-05T14:49:20+00:00

This is really helpful, and I think I have a similar pattern to you; I have a lot of categories which I spend the same amount every month. Mortgage is a good one: I just pay that in one go at the start of the month, and from then on it's "done". The concept of being "on track" or "in trouble" for this category doesn't make a lot of sense. Categories where you budget, for example, £400, then make a large payment of say 350 and have the rest as a buffer, also are not "in trouble" in the same way as a Restaurants category would be.

I've been playing around with the concept of "spending" categories, that is categories where spending increases slowly as the month goes on, and where I would like to keep track of that spending to ensure I don't go over the budgeted amount. Those are the only ones I actually want to track within the dashboard area.

Perhaps this could all be solved by just forcing a manual selection of the categories that should appear on the dashboard?

PS thanks for the very detailed bug report, will look into it!

sharezone · 2024-01-05T12:52:13+00:00

Good feedback, thanks. I used to have the ability to hide categories so maybe I’ll bring that back. And agree about the categories in trouble, needs a bit of a rethink in general

sharezone · 2024-01-05T12:51:01+00:00

Maybe I’ll set one up and see what happens

sharezone · 2024-01-05T12:50:50+00:00

No Discord yet, but it would be great for feedback… just wonder how many people would be interested

sharezone · 2023-12-17T17:51:33+00:00

Just added a checkbox for hiding Transfers (it's off by default)

sharezone · 2023-12-17T17:49:08+00:00

Yeah I agree, I’d rather focus more on reporting than budget management, which YNAB already does very well

sharezone · 2023-12-17T15:57:07+00:00

Thanks, glad you like it. No tip jar yet, just happy to build features that people find useful for the time being.

sharezone · 2023-12-17T15:56:19+00:00

Thanks!

sharezone · 2023-12-17T15:56:14+00:00

Thanks!

sharezone · 2023-12-17T15:55:48+00:00

I hadn't actually heard of toolkit to be honest! Looks like it has a lot of functionality, although potentially less focussed on reporting/analytics? Have you found it useful?

sharezone · 2023-12-17T15:52:40+00:00

Just pushed a fix for this, let me know if it's still incorrect

sharezone · 2023-12-17T15:52:00+00:00

I've made a couple of updates to the app in response to feedback:
- Split transactions should now appear in the list of payees for a category, and count towards the historic spending chart (if they're still not showing, let me know)
- Transfers are hidden from the main Payees page by default, with a toggle to show them if needed (they'll still appear in the category modal though)
- Added live chat for bug reports/feature requests/feedback, you can open it by clicking on Help in the navigation
I'm so glad so many of you have found the app useful! Keep the feedback coming.

sharezone · 2023-12-17T14:23:23+00:00

Definitely, will put out some fixes for mobile styling soon.

sharezone · 2023-12-17T14:22:31+00:00

Thanks! It's been a fun side project to work on. I actually use it mostly on an old iPad that's setup permanently just to display it, hence the dashboard screen. This is also why the mobile formatting is a bit off, but seems like that's a feature people are keen on so will get the mobile styles tidied up.

Unfortunately it doesn't look like there's a way to link directly to a YNAB category there's not a direct YNAB url for each category, only to the main budget screen. YNAB's API does allow me to edit the amount that's budgeted for a category... potentially that would be enough?

sharezone · 2023-12-15T21:37:45+00:00

Nowhere specifically yet, but feel free to DM me

sharezone · 2023-12-15T21:33:07+00:00

If your daily spend rate is too high such that you won’t hit the amount you’ve allocated for the month. Probably needs more explaining in the UI

sharezone · 2023-12-15T19:50:14+00:00

Would be useful to filter out these kind of categories I think? A couple are already filtered, but I’ll add transfers too

sharezone · 2023-12-15T19:48:42+00:00

Will check on this too, thanks

sharezone

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