YNAB Tutorials

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These tutorials are showing YNAB Pro. The principles apply to YNAB Basic as well. However, if you want to see specifically how to get started with YNAB Basic — check out this Getting Started with YNAB Basic tutorial.

The YNAB Methodology (Different, not Difficult)

Rule One: Stop Living Paycheck to Paycheck – Learn exactly how the software helps you follow Rule One and, more importantly, how to break your own paycheck to paycheck cycle.

Rule Two: Give Every Dollar a Job – With a revolutionary user interface, budgeting has never been easier. The goal is to make sure that every one of your dollars has a job.

Rule Three: Save for a Rainy Day – Rain will come. Prepare for large expected or unexpected expenses with ease. (Some people call these Freedom Funds, or Freedom Accounts, either way with YNAB, they’re a snap!)

Rule Four: Roll with the Punches – What happens when you go overbudget? While other programs do…well…nothing — YNAB makes sure you address the problem and make adjustments before moving on.

Getting Started

GETTING STARTED (Really, you should start here.)

Creating a New Checking Account
Creating a New Credit Card or Loan Account
Creating a Cash Account (alternatively, you may consider handling cash the easy way).

Adding New Categories or Master Categories

Handling Credit Cards & Savings Accounts

Credit Cards
Handling Credit Cards with YNAB BASIC
Paying Down a Card You’re No Longer Using
Using a Credit Card, but It’s Always Paid in Full
Still Using a Credit Card, While Also Paying It Off

Savings Accounts
Savings Account Basics
Moving Money From Savings (The roof caved in and you need some emergency funds)

The Register

Entering Transactions
Reconciling Your Balance to the Bank’s
Importing Transactions
Filtering Transactions
Using Flags
Primary vs. Supplemental (What’s the big difference?)
Splitting Receipts
Reordering Your Account Tabs
Sorting Transactions

The Budget

Adding New Categories or Master Categories
Adding Notes to Categories, or Budgeted Amounts
Collapsing and Expanding Categories
Deleting Categories
Moving Categories
Moving Money Between Categories
Moving Money Budgeted in a Prior Month Between Categories
Quick Budgeting (Using Last Month’s Budget as a Template)
Renaming Categories
Tooltips

Other

Using the Scheduler
Backing Up Your Budget

Learn the YNAB Way

YNAB Online Classes

Live Online Classes

  • - Live Instruction
  • - Small class sizes
  • - Open Q & A

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YNAB Online Classes

YNAB University

  • - Change the way you think about money
  • - Work at your own pace
  • - Re-access the material

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