First of all, great job! this software has a lot of promise. There are some major improvements still needed before I'm ready to use it on a daily basis or at least begin running it in parallel with YNAB4.
Major improvements needed before switching from YNAB4:
- Ability to import YNAB4 budget: accounts, categories, budget amounts, and transactions. (done! - converter tool)- Mobile app compatible with iPhone w/ GPS-enabled payees.
- Scheduled transactions.
- Ability to import OFX transactions.
- Budget templates / quick-budget options. I like to store my ideal budget and with one click budget it at the start of the month. With YNAB4, that means I store it in the next month’s budgeted cells, and quick-budget it forward to the following month. (quick budget options are added!)- Split category transactions. (done!)Improvements that would help complete my transition:
- Payee settings.
- Ability to hide reconciled transactions.
- Search capabilities.
- Ability to collapse/open the Available to budget header. It takes up way too much screen real estate currently. I like to have it collapsed usually anyways. This is unbelievably annoying when I try to work in the budget screen. (done!)- Date formats are too picky. If I type “8/31”, it should default to 8/31/2016. Similarly, typing 8/31/2016 is not recognized either, as it has to be MM/DD/YY format. You are unable to save a transaction if the date is in the wrong format, without an alert as to why.
- Income for months beyond next month.
- Ability to edit the flag descriptions and create your own flags (possibly with emoticons?)
- Ability to mass move transactions between accounts.
- Goals
Minor improvements needed:
- When an OFX file is opened on my computer, I would like it to be imported into Financier by default. I use Pocket Sense to download my transactions daily, and the Pocket Sense download automatically opens YNAB4 and imports my transactions.
- When sorting by the cleared column, it should sort reconciled transactions, then cleared transactions, then uncleared transactions. (fixed)- Running balance column (with ability to hide the column on a per account basis)
- Check number column (with the ability to hide the column on a per account basis)
- Ability to hide categories (and unhide them).
- Tabbing over when a category or payee is selected in the account register does not select the highlighted category or payee as expected.
- Typing “.” in the date field should default to today’s date.
- Selecting a transaction and pressing delete, should delete a transaction.
- Edit menu should pop up when you right-click on transactions or categories in the budget.
- You can create two master categories with the same name. (and two categories within the same master with the same name)
- New categories are added at the bottom of a master category, whereas new master categories are added at the top. I would expect this to be consistent. This is purely polish though.
- Red arrow popups on the furthest right side of the screen don’t always show up on the screen.
- Make the year a drop-down in the header on the budget page.
- Often times, I start typing a number in my budget file and have to tab back to the bank’s website. When I tab back, financier automatically assumes that what I was typing was the whole number and adds “.00”. I don’t want it to do that, I want the number to be still typing as it was. Often times I type the numbers before the decimal, and then tab back and type the numbers after the decimal. (done!)- I would like to see offline use have a different color scheme then the online synced budget. Improvements compared to YNAB4:
- I love that you can tab between the budgeted cells for different months. That always annoyed me I couldn’t use my keyboard to move from the budgeted cells from one month to the next month.
- Online access is great.
- The fact you will be actively developing this software is great.
Improvements compared to nYNAB:
- Red arrows are great.
- Future-dated transactions are great.
- Pricing structure is great.
- Walled months are great.
- Income for next month is great.
