Peek for YNAB

Help/FAQ

  • Which balances are displayed in the extension?

    For your categories, the extension displays the Available amount in the current month. For your accounts, the extension displays the current Working Balance. Keep in mind the extension reflects what your budget looks like in YNAB right now - e.g. if transactions have not imported from your bank yet, they will not be reflected in the extension.

  • How do I pin/unpin or re-arrange my categories and accounts?

    If you have already pinned some items, you will need to click the edit button in the upper right in order to show the pin and unpin buttons next to each category and account. You can also then drag and drop your pinned items to re-arrange them how you like.

  • I added a new budget in YNAB, but it is not showing up.

    After you have added a new budget, make sure to click Refresh budgets at the bottom of the settings page, and then select the checkmark next to your new budget in the list.

  • Are there keyboard shortcuts to open/use the extension?

    Yes! The default shortcut to open the popup is Alt/Option+Shift+Y (you can change this by heading over to chrome://extensions/shortcuts in your browser). From there, you can use the Tab, Shift+Tab, Space, and Enter keys to navigate the extension.

  • I use Direct Import (linked accounts) in YNAB. How will that work with transactions I enter via the extension?

    The transactions will behave just as if you manually entered them in YNAB. If the transaction later imports from your bank, and it matches the transaction you entered, you will be prompted to approve that match in YNAB.

  • I do not use Direct Import in YNAB. Should I change any settings?

    If you will enter a lot of your transactions using the extension, you may want to uncheck the Approved setting under Transaction defaults, so that you will be prompted to double-check and Approve the transactions in YNAB.

  • What does the icon in the upper left corner represent?

    •  Category and account data has been successfully retrieved from YNAB.
    •  There was an error fetching data from YNAB, and/or the data is out of date. Close and re-open the extension to retry.
    •  Data is being retrieved/refreshed from YNAB.

  • I have an issue, bug report, or further questions.

    Please contact the developer at hello (at) fasharp (dot) io.