Learn the rules that drive the software.
Getting Started with Three Simple Steps - This will show the steps for implementing the rules. (Video)
Step by Step Setup - This will walk you step by step through setting up your budget. (Video)
Entering a Scheduled Transaction - If you have withdrawals that come out of the bank automatically, or use Direct Deposit, set that up in Scheduled Transactions to speed things up.
Creative Category Organization - Thereʼs more than one way to organize your budget categories. Here are some fresh ideas. (Video)
Rainy Day Categories - a somewhat comprehensive list of rainy day categories to help you remember what you need.
Handling Cash - Is tracking cash driving you crazy? Two approaches are outlined in this short video. Decide now how you’ll manage this.
Handling Credit Cards - a comprehensive overview on how to set up and manage credit cards. (Video)
Handling Savings - step by step directions on how to handle savings. (Video)
Split Transactions - If youʼve ever gone to a “Big Box” store and bought items that affect more than one category, this video is a MUST SEE.
Reconciliation - Learn how to make sure your YNAB accounts match with your bank accounts.
Handling Reimbursements - Do you pick up things for work and get reimbursed later? Itʼs easy to deal with. Just follow these steps.
Importing Transactions from your bank - YNAB allows you to import files downloaded from your bank. Learn how to make maintaining things a little easier.
Top Ten Questions asked by new YNABers - Often new users have the same questions. Check out this course to see if you have a common question we can answer.
Dealing with Variable Income - Does your income go up and down or come in at irregular intervals? This article can help!
Multiple Budgets - Do you have a business budget and a household budget? Do you have separate budgets for your kids? This article will tell you how to manage it.
Starting in Overdraft - If you are starting with a negative bank balance, this section will help you get started.
Forecasting in YNAB - Some folks like to forecast ahead a few months to get an idea of how things might play out. While YNAB doesn’t have a forecasting feature, these directions may help you a bit.
Understanding the Credit Card Float - Are you using this month's income to pay for last month's spending?
How to Snowball your Debt - Set up a debt snowball in YNAB to pay down that debt even faster.
Fresh Start - Need to start over? Check out the fresh start feature!
Reports - Need more information on how things are going with your budget?
YNAB Online Support – This is the main support page for YNAB.
YNAB Training and Education: A variety of live classes and recorded videos you can watch as often as you want! You should definitely start here!
Cloud Sync - Keep your YNAB budget up to date in real time across multiple devices!
YNAB for Mobile - Learn about our iPhone and Android apps.
Purchase YNAB - Seen enough? Ready to jump in? Here’s a quick link where you can purchase!