Due to a recent change in YNAB, many features broke. We fixed as many of the low-hanging fruit ones as we could but unfortunately, others will take more time (especially ones on the budget page). Any feature that was not fixed has been disabled and will re-enabled when we find time to fix them.

What's Changed

• feat: add system dark mode to settings page by @mhornbacher in https://github.com/toolkit-for-ynab/toolkit-for-ynab/pull/2743

• feat: Add change of net worth per month by @chamini2 in https://github.com/toolkit-for-ynab/toolkit-for-ynab/pull/2739

• fix: Total Monthly Goals uses text colors with poor visibility by @lilgrassin in https://github.com/toolkit-for-ynab/toolkit-for-ynab/pull/2716

• fix: Improve Forecast Legend label visibility by @michaelcmelton in https://github.com/toolkit-for-ynab/toolkit-for-ynab/pull/2722

• fix: goal target column to include DebtPayment goal amounts by @rsmith37 in https://github.com/toolkit-for-ynab/toolkit-for-ynab/pull/2710

• fix: Total Monthly Goals not displaying Debt Target Type by @rsmith37 in https://github.com/toolkit-for-ynab/toolkit-for-ynab/pull/2709

• fix: forecast: format values using local currency by @obbardc in https://github.com/toolkit-for-ynab/toolkit-for-ynab/pull/2703

• fix: various features which were broken due to new YNAB update. some features have been temporarily disabled. @joshmadewell in https://github.com/toolkit-for-ynab/toolkit-for-ynab/pull/2757

• fix: Change vis. of card in privacy mode by @michaelcmelton in https://github.com/toolkit-for-ynab/toolkit-for-ynab/pull/2729

New Contributors

• @lilgrassin made their first contribution in https://github.com/toolkit-for-ynab/toolkit-for-ynab/pull/2716
• @michaelcmelton made their first contribution in https://github.com/toolkit-for-ynab/toolkit-for-ynab/pull/2722
• @rsmith37 made their first contribution in https://github.com/toolkit-for-ynab/toolkit-for-ynab/pull/2710
• @obbardc made their first contribution in https://github.com/toolkit-for-ynab/toolkit-for-ynab/pull/2703
• @mhornbacher made their first contribution in https://github.com/toolkit-for-ynab/toolkit-for-ynab/pull/2743

Full Changelog: https://github.com/toolkit-for-ynab/toolkit-for-ynab/compare/v2.37.0...v3.0.0

Changelog

Full Changelog

New Features:

• Added Monte Carlo Forecasts Report #2649 (narthur)
• feature: collapse budget inspector #2673 (samhpickering)

Changes

• "Total Monthly Goals" and "Monthly Goals Overview" have been combined. #2658 (danguilherme)

Bug Fixes:

• Fixed an issue causing master category toggle to stop working. (#2528) #2661 (samhpickering)
• Fixed an issue causing loan history to look weird. #2660 (samhpickering)
• Fixed an issue causing save on enter to not work. (#2688) #2695 (regaw-leinad)

Full Changelog

Bug Fixes:

• Reverted a change which removed tracking accounts from reports.
• Fixed an issue where some negative values weren't receiving square corners. #2616 (samhpickering)

Full Changelog

New Features:

• Add Monthly Goals Overview #2546 (tsmith165)
• Added Loan Accounts to Toolkit Reports #2596 (taddeimania)
• Add savings ratio calculations to Toolkit reports #2579 (OlegWock)
• Added a search to Toolkit Settings #2567 (OlegWock)

Changes:

• We now exclude transfers from/to tracking accounts from reports #2580 (OlegWock)
• You can now customize the Master Category Row color. #2542 (adamhl8)

Bug Fixes:

• Fixed an issue causing "Automatically Add Next Split" not to work. (#2554) #2570 (samhpickering)
• Fixed a calculation bug with upcoming Credit Card transactions. #2566 (adamhl8)
• Fixed various display issues with Internal Rate of Return #2556 (tlesicka)
• Fixed an issue causing progress bars to disappear. #2551 (samhpickering)
• Fixed a behind the scense error causing crashes of the extension. #2535 (samhpickering)
• Fixed label readability in income-breakdown report #2534 (samhpickering)
• Fixed various scrollable edit menu issues. #2533 (samhpickering)
• Updated our bug report menu to point users to the right direction for exporting settings. Please do this when submitting bugs! #2532 (samhpickering)
• Added some options menu usability tweaks. #2531 (samhpickering)

Full Changelog

Bug Fixes:

• Fixed an issue causing the Auto-Distribute button to flash and become un-clickable. #2521 (joshmadewell)
• Fixed an issue causing sub-menus in the Edit Transaction Menu to become unaccessible. #2520 (joshmadewell)
• Fixed an issue where the export settings modal didn't update immediately after changing a setting. #2519 (joshmadewell)
• Fixed an issue where Split Transaction Tab Expansion would activate when using Shift+Tab. #2516 (samhpickering)

Full Changelog

New Features:

• New Settings Page Experience
  • The settings page has been completely re-written and redesigned to closer match the theme of YNAB. Settings are now automatically enabled/disabled when you toggle them removing the requirement to refresh YNAB after updating your enabled features.
• Calculate Internal Rate of Return #2506 (tlesicka)
  • We will calculate the IRR of your Tracking Account from the contributions marked by the selected flag color.
• Scrollable Edit Menu #2480 (samhpickering)
  • Added a feature to make the "Edit Transaction" menu scrollable. If you use right-click-to-edit, this feature will be automaticall applied. If not, you'll need to enable it separately.
• Live on Last Month's Income #2491 (drcdev)
  • The "Income From Last Month" feature has been re-named and relocated. We now show your income from last month, budgeted in this month, and the difference between the two in the budget inspector if "Live on Last Month's Income" is enabled.
• Add Total Overspending (#2450) #2482 (samhpickering)
  • Option to show Total Overspending in the budget inspector.

Changes:

• Subtract Upcoming from Available #2487 (adamhl8)
  • Lots of improvements made to this feature to enable support for future months as well as the ability to subtract Credit Card balances from available.
• Toggle Master Categories (Solo Mode)
  • This feature has been updated to take less space in the UI. The toggle to expand/collapse all categories is now found where it would normally be, next to the word "CATEGORY" in the header of the entire budget table. You can still turn on solo mode if you'd like by right-clicking the toggle arrow.

Bug Fixes:

• Fixed an issue where the "Hide Edit Button" feature was not working. #2507 (adamhl8)
• Fixed an issue where the Save/Cancel buttons on split transactions disappeared while "Spare Change" was eanbled. #2505 (samhpickering)
• Fixed an issue with column width when using Swap Flagged/Cleared columns. #2492 (adamhl8)
• Fixed an issue where Google Font selector feature wasn't working. #2481 (samhpickering)
• Fixed an issue causing Quick Budget warning to erroneously appear. #2479 (samhpickering)
• Fixed an issue causing Quick Budget to also not work properly. #2471 (samhpickering)
• Adjusted alignment of Cancel/Clear on budget category filter. #2473 (amberleyromo)
• Fixed an issue causing easy transaction approval to toggle transaction cleared state. #2472 (samhpickering)
• Fixed an issue causing easy transaction approval to toggle transaction selected state. (#2368) #2470 (samhpickering)
• Fixed an issue causing Paid In Full Credit Card assist not to highlight correctly. (#2280) #2469 (samhpickering)
• Fixed an issue causing Markdown Memos not to work for split transactions. (#2283) #2468 (samhpickering)
• Fixed an issue where disabling AoM and DoB would cause a large white space in the budget header. (#2466) #2467 (samhpickering)
• Fixed an issue where enabling Larger Clickable Icons wasn't doing anything. #2514 (adamhl8)
• Fixed an issue where the Scheduled Transaction and Reconciled Transaction toggles weren't displaying properly. #2510 (adamhl8)
• Added support for new Ready to Assign colors to Customizable Colors feature. #2499 (samhpickering)

Full Changelog

New Features:

• Colour Blind Mode Enhanced! #2412 (samhpickering)
  • You can now pick whatever color you want for the traditional Positive/Warning/Negative colors in the "Display Options" menu where you typically select your them for YNAB.
• Subtract Upcoming Transactions from Available Balance #2397 (adamhl8)
  • New feature where we will subtract the total upcoming transactions from what you see as "Available".

Feature Changes:

• Added a date to legend on the Net Worth and Inflow/Outflow Toolkit Reports (#2415) #2419 (samhpickering)
• Dates for Age of Money and Days of Buffering now appear in the title after hovering their respective # of days for a few seconds. #2427 (chamini2)
• Localization Feature Removed (It'll be back!!!) #2418 (joshmadewell)
  • Due to a change on YNAB's side, this feature wasn't really possible anymore. Fortunately, they've reverted that change so we should be able to bring this back but there are some updates we'd like to make to it before doing that. Hopefully this will be a in a release near you very soon.

Bug Fixes:

• Fixed an issue where memo markdown not working. (#2366) #2464 (samhpickering)
• Fixed an issue causing "Rectify Balance" to continuously deplete the amount in your Credit Card Category. (#2447) #2462 (samhpickering)
• Fixed an issue causing pacing to no longer appear. (#2432) #2461 (samhpickering)
• Fixed an issue causing the import/export settings modal not to appear in dark mode. (#2423) #2460 (samhpickering)
• Fixed an issue where the "Hide Memo Column" was removed from the View menu. (#2441) #2458 (samhpickering)
• Fixed total monthly goals to work with the new inspector. (#2434) #2457 (samhpickering)
• Fixed various issues with our enhanced "enter" behavior. (#2352) #2456 (samhpickering)
• No longer hide the percentage values on Spending Reports while privacy mode is enabled. #2444 (LeMyst)
• Fixed an issue where the total amount in Spending Reports was not hidden while privacy mode was enabled. #2443 (LeMyst)
• Fixed various off-center alignments. #2433 (hiddensanctum)
• Fixed the goal indicator color for different themes. #2411 (samhpickering)
• Fixed the size of the goal column on smaller screens. #2410 (samhpickering)
• Fixed an issue where Spending Goals weren't appearing in "Total Monthly Goals". (#2347) #2404 (samhpickering)
• Fixed an issue where Paid in Full assist was not respecting color blind mode. #2392 (samhpickering)
• Fixed an issue where split transaction expansion wasn't working for existing transactions. #2416 (samhpickering)

Full Changelog

New Features:

• Auto-fill Payee for Split Transactions #2378 (StephenBrown2)
• Add Split Transaction When Tabbing Past Last Row #2377 (samhpickering)
• Option to hide sub-categories in "Income Breakdown" #2364 (YusefOuda)

Bug Fixes:

• Fixed an issue causing a off of the income/expense report on firefox. #2385 (samhpickering)
• Fixed an issue causing the overbudget warning not to show for spending goals. #2380 (samhpickering)
• Fixed position of the GOAL column to support the new YNAB progress bars. #2374 (michaelvdnet)
• Fixed the hide memo column feature with scheduled transactions on Firefox. #2396 (samhpickering)
• Fixed poor contrast on toolkit update modal in dark theme. #2384 (samhpickering)
• Fixed displacement of money moves icon when upcoming transaction total is displayed. (#2327) #2382 (samhpickering)

Full Changelog

New Features:

• Days Since Reconciled #2346 (gpeden)
• Reconciliation Confetti! #2335 (YusefOuda)

Bug Fixes:

• Fixed an issue causing all transactions to be selected after saving. #2337 (joshmadewell)
• Fixed text color when using the "Highlight Current Month" feature in different themes. #2344 (StephenBrown2)
• Fixed an issue causing the right-click-to-edit feature to select all transactions. #2342 (joshmadewell)
• Fixed an issue causing names in the Quick Switch Budget menu to show as "undefined" #2341 (StephenBrown2)
• Fixed a rare crash on the Income vs. Expense native reports page. #2338 (joshmadewell)
• Fix incorrect labels in the "Balance Over Time" report. #2330 (Mansarde)

Bug Fixes:

• Fixed an issue causing Toolkit Reports to still not load.