This is an automated archive made by the Lemmit Bot.

The original was posted on /r/budgetwithbuckets by /u/JDPatch1970 on 2023-05-18 09:06:35+00:00.

I’ve been using YNAB 4 since roughly 2016, but I’m always on the lookout for a replacement since the desktop version is obviously not supported anymore. I stumbled on Budget with Buckets the other day and was excited to give it a try. Importing from YNAB took quite a while, but in the end has seemed to work well. I needed to make some adjustments to some of my buckets, but now that this is done, the two are exactly alike.

So now that this is done, I’ve ended up with a few questions:

  1. How is monthly account reconciliation done? In YNAB I would always sit down with the bank statement and check off each transaction, ultimately balancing the statement and YNAB. When I was done, there was a green lock icon beside all transactions that were reconciled, and I had the peace of mind knowing that my account was in sync with the bank.
  2. Is it possible to view all transaction for an account on one page? It seems that I am limited to viewing only a particular month’s transactions, whereas in YNAB I could set the view to current month, last 3 months, last year, etc, but typically left it set to show all dates.
  3. Is there no payee database? I have always entered transactions manually. From what I can tell, when I enter a transaction, there is no auto-complete or dropdown for payees, just simply a “memo” field where I need to type the payee name. I need to type out the payee name completely every time. In YNAB, the payee field would narrow as I started typing the name, and then I could click the payee I wanted, or use the dropdown box to select from the list. I realize that bank importing would negate this concern.
  4. Is there no place other than in the memo field to enter a check number? I probably rely on YNAB too much to be my electronic check register, but I miss the ability to sort by check number or at least be able to quickly view this info.

I’ll probably have more questions as I go along, but these are the 4 that came to mind after a few hours of experimenting with Budgets.

Thanks!