Must have features before switching?

[Joel]

I thought I had selected the box that allowed someone to change their mind, but that doesn't appear to be the case. And there does not appear to be a way to fix that. @Alex am I missing it?

Fixed!

You rock.

[Mike]

I voted for Optimized Mobile Application and Scheduled Transactions as must have features.

Nice to have, but lower priority would be:
Click the budget category activity amount to see the transactions that comprise that total.
Search capabilities.

[Whatsup]

For me I need mobile app support. Probably 90% of transactions are put in on the go via the phones. The next item I need is scheduled transactions. I have a lot of my regular bills setup as scheduled transactions.

So for me those two are probably the two most important things for me.

[Mike]

I just received a Trello notification that the Scheduled Transactions feature request has been moved from "To Do" to "In Progress"! The two most requested features from the poll are now in progress. Go Alex!

[Alex]

yeah, I think I am going to be roughly following this poll to figure out what to do next. It's a great idea!

[asromzek]

yeah, I think I am going to be roughly following this poll to figure out what to do next. It's a great idea!

Listening to your customers?? What kind of crap is that??

I forgot the /s tag, as usual.

[Joel]

yeah, I think I am going to be roughly following this poll to figure out what to do next. It's a great idea!

You are very welcome for the idea! Thank you for being awesome! 

[Joel]

I just received a Trello notification that the Scheduled Transactions feature request has been moved from "To Do" to "In Progress"! The two most requested features from the poll are now in progress. Go Alex!

@Alex - please try to model the frequency options after what is available in Microsoft Outlook's calendar. The frequency options that YNAB4 had were very basic and always had complaints / suggestions for improvements.

[Bruce]

yeah, I think I am going to be roughly following this poll to figure out what to do next. It's a great idea!

This is very good news @Alex. Thank you for always listening. And @Joel thank you for the post/poll. It's obviously proven to be more than useful.

[Doomspark]

I'm really looking forward to import of OFX files. That's the only thing I need to make the switch permanently.

One problem I've found with file import in YNAB - and I mention it here so you can be aware.  Let's say I transfer $50.00 from checking to savings.  When I import both accounts, the transfer appears twice in both registers.  It doesn't get recognized as a match.  YNAB's response was "delete the duplicate transaction."  My stance is that the software should be smart enough to see the possible duplicate and ask about it.

[machei]

I could switch and wait for everything except mobile transactions. As has been said, anyone with a cash/wallet setup pretty much needs it, and I'm in that boat. I enter more transactions on iPhone than I do anywhere else.

Once that gets resolved though, search is next on my list, then scheduled transactions, followed by reports by payee and category.

After that, it's all gravy. Anything else is most welcome, but nonessential.

[godlo]

I can't vote because I need CSV import as my bank doesn't support .ofx/.qif



I will subscribe after CSV import will be implemented

[brianr]

...and add The Ability to Change Mind on Polls to the poll?

Should we call this one "Roll with the Punches"?

[MD]

Like many others, I can't completely switch over until there's a mobile app.  My better half only uses her cell phone and makes the vast majority of our household's purchases. 

[anneinpdx]

I need the OFX/QFX imports to switch over fully and a mobile app for my better half to use on the go.  The use of Pocket Sense to automatically download any missed transactions for YNAB4 has really sped up my workflow this year and I'd love to be able to use it with Financier if at all possible.   Not a priority but eventually I'd like to be able to mess around with reports a bit more.  I like to remove my mortgage and home equity (both big numbers due to expensive real estate) so I can get fun visual feedback on my other savings and investment goals.

I was pleased to see the YNAB converter tool worked seamlessly when I tried it out today...great work!