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This course 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.
During this course, participants will work on creating their own budget while the coach provides direction and answers questions. This course is designed for people who are starting a new budget, and an excellent follow up to the Intro to YNAB course.
How often should you update your budget? What exactly should you do to keep an eye on things. We'll cover that in this meet up. Each meet up also includes a tip of the week and lots of opportunity to ask questions.
It’s basic training for YNAB. These 6 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:
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Watch Chapter 1 >This 29 minute course covers all aspects of dealing with Credit Cards in YNAB 3. 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!
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Watch Chapter 2 >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!
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Watch 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.
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Watch Chapter 4 >This 18 minute course covers all aspects of importing transactions from your bank into YNAB 3. 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.
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Watch Chapter 5 >
This 11 minute course covers Reports in YNAB 3. Learn how about Spending Trends and Totals, Income Reports, How to use YNAB’s Search feature to generate a report and how the Budget itself can be used for reporting purposes!
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Watch Chapter 6 >