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 1.22.2

Additions:

- Design updates across the application to simplify the design system and make it simpler to introduce new UI
- Added the ability to sort the Recurring Transaction (by Payee) report alphabetically and by amount in both ascending and descending fashion.
- Report periods are now "trailing", meaning if you select, for example, the Latest 3 Months Period in December, you will initially see reporting for October, November, and December. However, on Jan 1, you will start seeing reporting for November, December, and January without needing to re-select Latest 3 Months like you would've had to do prior to this change. This was one of the primary changes as a result of [this ticket](https://lumyforynab.canny.io/features-and-bugs/p/timeframe-chooser-improvements).
- The Frugal Month Section on the Budget Tab now highlights the Left to Spend amount instead of the status. The status can be seen by tapping the Frugal Month tile. Additionally, when a Frugal Month is active, it shows above the Spent this Month section.

Fixes:

- Fixed an issue with the Advanced Spend Tracker Query Builder for Advanced AST users where having enough conditions would make it impossible to add more.
- Fixes the Send Feedback form so you can actually send feedback via the app now...We were wondering why it'd gotten so quiet!

Removals:

- I have decided to remove the (barely in beta) Goals feature. It may be revisited at a later time, but the amount of work it would take to maintain the feature as initially scoped would be way too high for a one-man team. For now, I'd like to focus most of my efforts on functionality I feel is more at the heart of what Lumy aims to do, such as more advanced reporting functionality.
- Additionally, the "Highlights Section" has been removed from the Budget Tab for a couple reasons. The Left to Spend metric was redundant with the Burndown section title and now that the Frugal Month section shows the current Left to Spend amount, it was no longer needed. The Days of Buffer metric was confusing more folks than it was helping as it didn't align with the DOB metric shown on the Reports tab due to them using potentially different look-back periods (for reasons explained in Discord but not worth rehashing here). If you want your DOB number, check out the report on the Reports tab. For the most part, this number shouldn't change often or have huge swings, so having it front and center on app-launch seems a bit unnecessary. Lastly, the Overspent and Over-budgeted metrics were removed as well due to the fact that there is nothing you can do within Lumy (at this point) to take action on those, so they weren't really helpful.

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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