Financier Forums

What are your must-have features that you need before you can switch over to Financier completely?

I know I just included the top 3 features that I need in order to migrate, so please post if there are any additional features that you need and I will add them to the poll!

There, I updated the poll to include a couple more of what I believe are the most desired features...

I've got to have an optimized mobile app. That's how 85% of my transactions are entered.

Scheduled transactions would be next, but I can fully convert and make do until they're added if I can add via a mobile app with ease.

Scheduled recurring transactions make paying bills a lot easier. Mobile transaction entry and having budget info when out and about is very important for my wife. Beyond that, goals would help in streamlining the budgeting process, but they're not critical. Being able to edit/merge/manage payees would be nice, but I can also live without that for the time being.

Scheduled transactions is the big one. But then I had a hard time choosing between check numbers, search, payee management and running balance. So I left out Payee management.

Check numbers are available now. Right click on the account and click "Show check number".  ;)

Quote from: asromzek on December 05, 2016, 03:39:02 PM
Check numbers are available now. Right click on the account and click "Show check number".  ;)

How do I change my vote?  ;D

+1 on scheduled transactions.

@Joel, can you remove Check Numbers from the poll, and add The Ability to Change Mind on Polls to the poll?

I've already made the switch but ill say

1. Scheduled Transactions
2. Import .ofx/.qif
3. Search

For those who have a money/cash/wallet account, mobile optimised is crucial since I'll forget my transactions by the time I get back to my computer.

I didn't really use scheduled transactions until I decided to add all of my regular bills and realised I have over 20 transactions which can be scheduled (rough date and $). Knowing this, I feel having scheduled transactions will greatly improve efficiency and help consolidate those unknown pending credit card transactions that don't show the Payee name until they're finalised.

For me, the search function goes hand in hand with bulk editing. Sometimes I find a number of payees and want to make bulk changes to Categories. I wouldn't mind if there was a way to bulk modify Payee name and/or bulk modify Memo, too. (I have been adding 'Direct Debit' for all known automated transactions)

Quote from: asromzek on December 05, 2016, 03:39:02 PM
Check numbers are available now. Right click on the account and click "Show check number".  ;)

I thought they might be. I deleted that option :)

Quote from: asromzek on December 05, 2016, 03:46:46 PM
@Joel, can you remove Check Numbers from the poll, and add The Ability to Change Mind on Polls to the poll?

I deleted the Check Numbers option.

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?

With an optimized mobile application, that will make it to where my wife can use the software - so that is mandatory.

Scheduled transactions, import ofx, and payee management will be required for me to effectively use the software. My workflow relies heavily on using scheduled transactions as bill pay reminders, and then I use the import ofx capabilities to clear transactions, and you can't have importing without payee management if you want meaningful payee names.

Those three are what it would take for me to bury YNAB4 and move forward at this point.

After that, search capabilities and running balance are high on my list. I can function without them, and I would switch over before they were available.

Lastly, goals. I can do everything I need related to goals, but it is something that would be nice to have at some point in the future.

Quote from: Joel on December 05, 2016, 04:32:16 PM
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!

Quote from: Alex on December 05, 2016, 05:00:54 PM

Quote from: Joel on December 05, 2016, 04:32:16 PM
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.

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.

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.

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!

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

Quote from: Alex on December 07, 2016, 12:27:18 PM
:) 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?? :o

I forgot the /s tag, as usual.

Quote from: Alex on December 07, 2016, 12:27:18 PM
:) 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!  :parrot:

Quote from: Mike on December 07, 2016, 12:19:54 PM
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.

Quote from: Alex on December 07, 2016, 12:27:18 PM
:) 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.

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.

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.

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

Quote from: asromzek on December 05, 2016, 03:46:46 PM
...and add The Ability to Change Mind on Polls to the poll?

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

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. 

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!   

I definitely need Financier to be useable on a mobile device.

For me, everything else on the list is gravy! Scheduled transactions and imports are nice but I can enter them manually if I have to. But right now, I cannot use Financier on a mobile device at all (for me, the transaction screen is too narrow and there is no way to see what you are doing). And mobile is the only way I'll really use the program along with my wife.

Any chance we can encourage Alex to take a vacation from his real job to get this done?!

Appreciate all you're doing!

Goals would be amazing. Right now YNAB4 still works fine - there is no reason to switch if all I'm getting is the same product. Goals would do it for me. - I always calculate how much i need to save per month to have X dollars when vacation rolls around, but i cant remember if i counted the starting month or the month the vacation occurs in AND im spending from that category (buying plane tickets etc) before the actual trip. So It would be nice to see how much i truly saved for vacation without going back and adding it up.

Quote from: michaelmjd on January 09, 2017, 11:15:09 AM
Any chance we can encourage Alex to take a vacation from his real job to get this done?!

Since he's off to Mexico soon, I can only imagine its for that reason! It's certainly not for the beer.

way past the ballmer peak for coding. These margaritas are too strong! 🍸

Quote from: Alex on January 14, 2017, 03:39:19 PM
way past the ballmer peak for coding. These margaritas are too strong! 🍸

You're going to come home with a tattoo of a Mexican cutie.