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Free Online Classes


Join us for a free class taught by a YNAB teacher. Chat over your questions and see the answers demonstrated live on screen. Don’t feel like chatting? Just sit back, relax and watch the presentation.


Getting Started with YNAB

If you are new to YNAB, this is the place to start! It provides a solid, in depth introduction to the YNAB Methodology. You will learn how to set up an account, customize your categories, budget your dollars and work toward building your YNAB Buffer.

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Handling Credit Cards

During this class we'll discuss how credit cards are handled in YNAB. We'll go over how to set up a credit card account, budget for prior debt, budget for new purchases, record spending and payments and handle interest.

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Making your Budget Work

In this course we'll discuss how to add multiple accounts, workflow, good habits as you get started and how to adjust your budget.

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Improving Cash Flow with YNAB

We'll discuss how Rule Two (Save for a Rainy Day) and Rule Four (Live on Last Month's Income) can improve your cash flow situation and help you save money.

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Managing College Costs

In this special 2 hour class, we'll begin with an overview of YNAB's Four Rules. Then we'll discuss saving for school expenses, how to budget money that you borrowed for school, and finally, how to handle student loans in YNAB. We'll be giving away some prizes during the class! Join us!

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Recorded Classes

It’s basic training for YNAB. These 7 step-by-step courses will have you in top budgeting shape in no time.

Chapter 1

This 11 minute course details a simple three step process you can use to implement YNAB’s Four Rules of Cash Flow and get started on the right foot today!  You will learn to:

  1. Enter Income
  2. Budget those dollars
  3. Follow that plan

Please give us some feedback on this chapter.

Watch Chapter 1 >

Chapter 2

This interactive video will help you set up your first budget file.

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Chapter 3

During this chapter, we'll cover a wide range of common topics.  How do you budget monthly when you're still living paycheck to paycheck? How does YNAB handle overspending and overbudgeting?  Can you enter paychecks before they arrive?  How do I know how much to budget in each area? What's the value in historical data?  What should you do first - pay down debt, save for rainy days or build a buffer?  We'll cover these questions and more in this 18 minute chapter.

Please give some feedback on this chapter.

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Chapter 4

This course covers all aspects of dealing with Credit Cards in YNAB. Learn how to set up credit cards, budget for debt, record purchases and payments, handle interest and fees, and even how to deal with balance transfers! This course covers it all!

Please give us some feedback on this chapter.

Watch Chapter 4 >

Chapter 5

This 26 minute course covers all aspects of dealing with Savings in YNAB 3. Learn how to set up savings accounts, budget to savings categories, handle interest, and even how to move money between accounts! This course covers it all!

Please give us some feedback on this chapter.

Watch Chapter 5 >

Chapter 6

This course covers all aspects of importing transactions from your bank into YNAB. Learn two ways to import transactions, the importance of categorizing and approving transactions, and learn how to configure YNAB to open automatically when you prompt a download from your bank.

Please give us some feedback on this course.

Watch Chapter 6 >

Chapter 7

This video will explain how to use YNAB to get out of the cycle of perpetual overdraft.

Watch Chapter 7 >