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Toolkit for YNAB

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4.9(

286 ratings

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ExtensionWorkflow & Planning60,000 users

4.9 out of 5

286 ratings

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Mark SavageOct 5, 2024

If you are getting errors when looking at base YNAB reports, you have to disable the "Add Total Monthly Targets" option in the toolkit settings (or just do a refresh). That is what is causing the issue. YNAB did something that broke toolkit, it is not the fault on this extension, but hopefully it can be fixed soon.

1 person found this review to be helpful
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Simon Stenbæk MadsenSep 18, 2024

Incredible extension

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Kim SpirrisonAug 23, 2024

I have used this extension for about 3 years. I am very impressed how quickly they keep up with YNAB's changes and improvements. This team is constantly improving the extension. The toolkit adds visibility into my budget and provides the ability to personalize. The recent addition of a search field has completely changed how I use the toolkit. Keep up the good work!

2 out of 2 found this helpful
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Brian KotokaAug 23, 2024

The ultimate companion extension for YNAB. Over the years I've learned to use YNAB for my business and personal life but some of the native feature were lacking. The ability to customize YNAB more to my liking has been really helpful. My suggestion to to add the extension and toy around with it a bit to see what settings give you the most flexibility in how you use YNAB.

1 person found this review to be helpful
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Chris SharpAug 17, 2024

LOVE this tool kit. Using on Apple Silicon Mac Mini M1. Just giving feed back that when I click on the 'Reflect' Reports I get a message "Something Went Wrong An error occurred in Toolkit for YNAB (a browser extension you installed to modify YNAB). Uninstall the extension and refresh your browser to get back in business". If I refresh it works in the 'Reflect' Reports, but every time I click on the 'Reflect' Reports I get the above message. Hope someone can fix this. I did uninstall the ext... Show more

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KevinJun 3, 2024

Recently been getting crashes every time I leave the Toolkit Reports.

2 out of 2 found this helpful
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Adrian RodriguezMay 21, 2024

For the last week I constantly get a "Something Went Wrong" uninstall extension and refresh. I have too disable the toolkit.

11 out of 11 found this helpful
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Rob StewartMay 17, 2024

I use YNAB religiously and this tool kit makes that a pleasure. The reports are superior to the YNAB baked in reports. The user interface tweaks that let me see status of budget items, account details etc in a more friendly way etc... I love it. Like any extension to someone elses product, there are occasional hiccups. sometimes I have had to disable the tool until an update is available (I assume usual cause is YNAB changing something and toolkit needing time to catch up). For example, the ... Show more

3 out of 3 found this helpful
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David Miguel LozanoApr 4, 2024

Other reviews have already expressed my feelings: > If this toolkit ever stops working completely, I'm leaving YNAB. That's how necessary this is. > Why YNAB are not putting their own resources into building these great reports as part of their product is beyond me!

10 out of 10 found this helpful
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Sally PeterFeb 8, 2024

I don't find these reports very useful. I do really wish you would offer a Statement of Cash Flows report that shows beginning cash, +net income, +/- change in debt=ending cash, so we can see how cash moved in and out of our accounts, and how much of any net loss was covered by debt or how much debt was paid down by net income.

4 out of 12 found this helpful
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