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.
ONE HOUR LONG: 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.
ONE HOUR LONG: 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.
ONE HOUR LONG: In this course we'll discuss how to add multiple accounts, organize your categories, use the scheduler to save time and work, and how to handle cash.
ONE HOUR: Do you struggle with budgeting because of your pay cycle? Do you need to stretch a big paycheck over several months? How do you budget monthly if you are paid weekly or bi-weekly? What if you get paid once at the end of the month? We'll look at how to handle all of these situations. By following YNAB's four rules and implementing a simple three step process, you'll be able to adapt to any of these pay cycles.
It’s basic training for YNAB. These 7 step-by-step courses will have you in top budgeting shape in no time.
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:
Please give us some feedback on this chapter.Watch Chapter 1 >
This interactive video will help you set up your first budget file.Watch Chapter 2 >
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.Watch Chapter 3 >
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!
00:00 How to be a smart fish
00:55 Why focus on credit cards?
01:19 The difference between debt and the outstanding balance
02:18 Setting up credit card accounts
04:17 Budgeting for debt
05:32 Budgeting for new spending
07:00 Recording spending made with a credit card
10:48 Making a credit card payment
16:03 Handling Interest and Fees
16:55 Handling new debt
Please give us some feedback on this chapter.Watch Chapter 4 >
This 13 minute course covers all aspects of dealing with Savings in YNAB. Here's what's covered:
Please give us some feedback on this chapter.Watch Chapter 5 >
This video will explain how to use YNAB to get out of the cycle of perpetual overdraft.Watch Chapter 6 >