We can't wait to teach you how to be a budgeting expert. On top of helping you make the most of YNAB one lucky person will win a FREE copy of YNAB 4 at the end of every class!
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Take this class first
If you are new to YNAB, this is the place to start! It provides a solid, in depth introduction on how to get started using three simple steps.
After you've taken "Getting Started with YNAB"
This class is much more interactive than our other classes. Participants will work on creating their own budget while the coach provides direction and answers questions. This class is designed for people who are starting a new budget, and is an excellent follow up to the Getting Started with YNAB class. (Attendance is limited to keep the class size small.)
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: During this class we'll explore a few different ways you can start over in YNAB. Are your accounts balances way off? Has it been a while since you updated your budget? Are you feeling overwhelmed with your current budget? If you've been wanting to hit the reset button on YNAB, this is the class for you. A fresh start is not a sign of failure. It's a way to take what you've learned and apply it. Join us for a fresh start!
During this class we'll go over all the things you need to do to maintain your budget. Following a typical week of budgeting, we'll review the different ways you can enter transactions: on your mobile device, manually and importing from your bank. We'll discuss how Cloud Sync can keep everything up to date in real time. We'll look in detail what to do when you import and how to reconcile with your bank.
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.
Each of YNAB's Teachers is a YNAB success story. Their experience makes them uniquely qualified to show you how to change your life with YNAB.
Erin is a former high school teacher whose credit card debt spiraled out of control because she was only tracking some of her spending. She found YNAB in 2006, learned to track all her spending, and eliminated the debt!
Lee was an instructor in the Navy who used to use a spreadsheet to manage his money, but it didn’t handle overspending well. With YNAB, he learned to roll with the punches and he’s never looked back.
Malisa is a high school math teacher who wanted her money to be spent on wants and not just needs. YNAB helped her line up her spending with her values, and now she loves helping others do the same.
Ronna is a Graduate student in NYC who realized the paper envelope method of budgeting was difficult with her urban on-the-go lifestyle. She discovered YNAB while searching for a modern approach, and became an instant devotee!
Sherri was a technology integration specialist in New Hampshire, helping students and teachers to become 21st century learners. YNAB helped her finally get a handle on the family finances and now she’s excited to teach people how to get a handle on theirs.