Toolkit-for-ynab: Add option to quick budget half of month

Created on 7 Dec 2018  路  5Comments  路  Source: toolkit-for-ynab/toolkit-for-ynab

Feature Request : Add an option to "Quick Budget" for "half month budget"

  • This will enter 1/2 of the monthly budget
  • Optional: maybe only it during the first two weeks of the month

System Settings (Required)

  • ToolKit Version: 2.9.4
  • Operating System (Mac/Windows/Etc): Mac
  • Browser (Chrome/Firefox/Safari): Chrome
  • Browser Version: Version 70.0.3538.110 (Official Build) (64-bit)
  • Other Extensions: ublock origin, authy, https everywhere, cisco webex, smile always,

Export of Toolkit Settings (Bottom Left of Settings Page)


Settings Export

[{"key":"AccountsDisplayDensity","value":"1"},{"key":"AccountsEmphasizedOutflows","value":false},{"key":"AccountsStripedRows","value":false},{"key":"AdjustableColumnWidths","value":false},{"key":"AutoDistributeSplits","value":false},{"key":"AutomaticallyMarkAsCleared","value":false},{"key":"BetterScrollbars","value":"1"},{"key":"BudgetCategoryFeatures","value":true},{"key":"BudgetProgressBars","value":"0"},{"key":"BudgetQuickSwitch","value":true},{"key":"CalendarFirstDay","value":"0"},{"key":"CategoryActivityCopy","value":false},{"key":"CategoryActivityPopupWidth","value":"0"},{"key":"ChangeEnterBehavior","value":true},{"key":"CheckCreditBalances","value":true},{"key":"CheckNumbers","value":false},{"key":"ClearSelection","value":true},{"key":"CollapseSideMenu","value":true},{"key":"ColourBlindMode","value":false},{"key":"CompactIncomeVsExpense","value":true},{"key":"CreditCardEmoji","value":true},{"key":"CurrentMonthIndicator","value":true},{"key":"CustomFlagNames","value":false},{"key":"DaysOfBuffering","value":true},{"key":"DaysOfBufferingHistoryLookup","value":"6"},{"key":"DisableToolkit","value":false},{"key":"DisplayTargetGoalAmount","value":"2"},{"key":"DisplayTotalMonthlyGoals","value":false},{"key":"DisplayUpcomingAmount","value":false},{"key":"EasyTransactionApproval","value":false},{"key":"EditAccountButton","value":"0"},{"key":"EnlargeCategoriesDropdown","value":true},{"key":"EnterToMove","value":true},{"key":"GoalIndicator","value":true},{"key":"GoalWarningColor","value":true},{"key":"GoogleFontsSelector","value":"0"},{"key":"HideAccountBalancesType","value":"2"},{"key":"HideAgeOfMoney","value":true},{"key":"HideHelp","value":true},{"key":"HideReferralBanner","value":true},{"key":"HighlightNegatives","value":true},{"key":"ImportNotification","value":"0"},{"key":"IncomeFromLastMonth","value":"0"},{"key":"IncomeVsExpenseHoverHighlight","value":true},{"key":"LargerClickableIcons","value":true},{"key":"MonthlyNotesPopupWidth","value":"0"},{"key":"NavDisplayDensity","value":"1"},{"key":"Pacing","value":"0"},{"key":"PrintingImprovements","value":true},{"key":"PrivacyMode","value":"0"},{"key":"QuickBudgetWarning","value":false},{"key":"ReconciledTextColor","value":"1"},{"key":"RemovePositiveHighlight","value":false},{"key":"RemoveZeroCategories","value":true},{"key":"ResizeInspector","value":true},{"key":"ResizeSidebar","value":false},{"key":"RightClickToEdit","value":true},{"key":"RowHeight","value":"2"},{"key":"RowsHeight","value":"2"},{"key":"RunningBalance","value":"1"},{"key":"SeamlessBudgetHeader","value":true},{"key":"SetMultipleFlags","value":false},{"key":"ShowCategoryBalance","value":false},{"key":"ShowIntercom","value":true},{"key":"SpareChange","value":false},{"key":"SplitKeyboardShortcut","value":true},{"key":"SplitTransactionAutoAdjust","value":false},{"key":"SquareNegativeMode","value":true},{"key":"StealingFromFuture","value":true},{"key":"SwapClearedFlagged","value":false},{"key":"TargetBalanceWarning","value":false},{"key":"ToBeBudgetedWarning","value":true},{"key":"ToggleMasterCategories","value":true},{"key":"ToggleSplits","value":true},{"key":"ToggleTransactionFilters","value":"1"},{"key":"ToolkitReports","value":true},{"key":"TransactionGridFeatures","value":true},{"key":"ViewZeroAsEmpty","value":false},{"key":"goalIndicator","value":true},{"key":"highlightNegativesNegative","value":true},{"key":"l10n","value":"0"},{"key":"options.dark-mode","value":true},{"key":"pacing","value":"0"},{"key":"popupCalculator","value":false},{"key":"reports","value":true}]

Steps to Reproduce the Behavior

  1. 鈥婳pen YNAB
  2. 鈥婫o to "Budget" screen
  3. 鈥媠ee that this option does not exist under "Quick Budget"

Expected Behavior

I expect to be able to enter the first half of my monthly budget during the first half of the month

Actual Behavior

N/A

Most helpful comment

This would be helpful. I setup regular monthly amounts as Monthly Goals and I am paid on the 15th and 31st, so quick half budgeting would be superb.

All 5 comments

I've wanted something similar for some time (personally I'd prefer ~80% as a default) and can imagine more complex settings but this, as described by the OP, would be a useful feature.

This would be helpful. I setup regular monthly amounts as Monthly Goals and I am paid on the 15th and 31st, so quick half budgeting would be superb.

This would be AMAZING. I do the same 50% of the budget for each paycheck. I just counted and learned I make the same exact 32 assignments every 2 weeks. It would be great to do that in 1 click and not 32+.

I would also agree. To perhaps further the idea: The ability to right-click a category and fund that category's goal based on the percentage of the month that has already passed would be great. EX. On April 15th - right click your rent category with a monthly spending goal of $1000 - press "catch up goal" or something - and $500 dollars gets funded to that category's budget if you have $500 available in To Be Budgeted.

This feature request is being tracked in Trello.

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