Lumy for YNAB 4+

Budget charts and reports

Brandon Trautmann

    • Free
    • Offers In-App Purchases

Screenshots

Description

Lumy for YNAB is the #1 companion app to the You Need A Budget (YNAB) app. If you are searching for an app with beautiful charts, reports, and metrics that help you better visualize your spending habits, look no further!

Lumy for YNAB works by linking to your YNAB budget and using the data returned by YNAB's public API (fancy-talk for "a way to talk to YNAB's servers") to create amazing charts and nerdy reports. Here are just a few things Lumy for YNAB offers:

Charts, charts, charts!
- Daily Net Income--How much money are you earning on a daily basis?
- Days of Buffer--How many days of spending would your budget support if you no longer had income?
- Net Worth--When considering your assets and liabilities, how much money do you have?
- Income v. Expense--Visualize your spending against your income. Are you making more than you're spending?
- Spend by Category--Which categories are you spending the most in?
- Spend by Day of Week--What days make you feel extra spendy?
- Spend by Payee--Who are you giving all your money to?

Spend Trackers: Track spending by category (or category group), payee, memo keyword, flag color, or even a combination of these. See net spend, weekly spending, monthly spending, percentage of income spent, and more!

Frugal Months: Want a challenge? Push yourself to spend less than the limit you set in a given month. Notifications help you stay updated and on track all month.

Lumy for YNAB takes your YNAB experience to the next level. Trust us, you've never YNAB'd like this before.

Resources:

Privacy policy: https://lumyforynab.app/privacy
Terms of use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

What’s New

Version 1.21.0

Frugal Months:

Past Frugal Months have been removed from the Reports Tab and are now viewable by going to Settings; they're under the Data section.

Recurring Transactions (New feature):

Note: This feature is rolling out slowly.

A Recurring Transactions report has been added to the General section of the Reports Tab. Inside, you'll find two ways to view your recurring transactions:
- In the Payees Tab, you'll see your recurring transactions listed by payee. This is an easy way to view all of your recurring transactions and their frequency. At this time, they're ordered from highest total amount to lowest, but let us know if you would like different sorting capabilities. We've also added a toggle to show all amounts as annual amounts which can sometimes be enlightening and allow you to better ask the question, "Is this worth it?".
- In the Timeline Tab, you'll see your recurring transactions laid out by when they will next occur. The timeline goes for a full year, showing each instance of all your recurring transactions. We've left this basic for now, but let us know what else you'd like to see on the timeline!

Note: Right now, the categories selected on the Reports Tab influence the transactions shown on this screen. Let us know if you think we should add the ability to filter categories and/or accounts specifically for this report like we do with Income v Expense.

Other:

A bit of design work was done to offer more real estate to visuals like charts.

App Privacy

The developer, Brandon Trautmann, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Usage Data
  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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