Financier Forums

it looks like in March-2017 you removed $1,020 from your "Money Reserves" envelope but the envelope only had $927.52 in it ($1,020 - $92.48).

Regards,
Ed

Chrome Browser
Financier v1.4.9

Background:
I imported my YNAB 4 budget.  Within this budget I have a Payee titled "Home Depot".

What I did:
Last week while at Home Depot I opened a Home Depot Credit card account.  When I got home I setup a new account in Financier titled "Home Depot".  A few days later I used my Credit Union debt card at Home Depot, when I got home I entered a transaction in my Credit Union account with the Payee titled "Home Depot" and category of "Home Improvement".  When I save this transaction it makes it a transfer and moves my amount from 'Credit Union" to "Home Depot".

The problem is both my Payee name and Account Name are "Home Depot". 

The workaround I did was to rename my Home Depot credit card account "Home Depot CC".

Regards,
Ed

Hi,

I'm a current YNAB4 user.  I signed up for Financier about 1 month ago but didn't do anything past entering my categories.  Now that the YNAB4 data import is operating (imported mine without any issues!), I plan on operating both applications in parallel until I have some confidence in Financier and the iPhone mobile app becomes available. 

Alex,
You've done an incredible job on cloning AND improving the YNAB4 application.  It's unbelievable the amount of development and customer support you've exerted in the past 9 months.  Bravo!

Looking forward to the future,
Ed