YNAB is a web-based application. So when logged in to YNAB, you’re seeing your budget but it’s delivered via a browser. This, in turn, means that some controls interact with the browser itself, not YNAB.
One case in point is the right click.
Typically, when you right click on a browser page you get a pop up menu of ways to interact with your browser or operating system (below, left).
But turning on the Show Menu When Right Clicking on Transaction setting converts the mouse’s (or trackpad’s) right click into a shortcut to the YNAB edit menu (below, right).
This is an extremely convenient setting that I’ve come to depend on. The problem is that I work with a number of clients who don’t use the Toolkit (hey, we can’t all be tech-loving YNAB geeks, right?) and I forget that the right-click menu isn’t standard. But shoot, this setting alone makes the effort of abandoning Safari and installing the Toolkit all worth it.
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