Please make sure your speakers are turned up so you can hear the audio!
These tutorials are specific to YNAB 3. Find the video tutorials for YNAB Pro here.
The following four “Rule” videos are comprehensive explanations/demonstrations of the YNAB Methodology and how it functions in the software. These really are foundational — don’t skip them!
Rule One: Stop Living Paycheck to Paycheck
Rule Two: Give Every Dollar a Job
Rule Three: Save for a Rainy Day
Rule Four: Roll with the Punches
GETTING STARTED (Start here, really.)
Adding New Categories And Master Categories
Creating A Credit Card Account
Creating A New Checking Account
Creating A Savings Account
Transfers
Understanding the Two Income Types
The Difference Between Overspending and Overbudgeting
Adding New Categories And Master Categories
Adding Notes
Deleting Categories
Hiding And Unhiding Categories
How The Register Affects The Budget
Moving Categories To A Different Master Category
Quick Budget
Renaming Categories
Creating A New Category From The Register
Customizing The Register View
Deleting Transactions
Flagging Transactions
How The Register Affects The Budget
Moving A Transaction To A Different Account
Reconciliation
Recording Income
Recording Spending
Reimbursements
Searching Accounts
Sorting Transactions
Split Transactions
Budgeting For New Purchases On A Credit Card
Budgeting For Prior Credit Card Debt
Dealing With Interest And Fees
Making A Credit Card Payment When Using A Card You Are Trying To Pay Off
Making A Payment On A Credit Card You Are Just Paying Off And Not Using
Making A Payment On A Paid In Full Card
Making Purchases With A Credit Card
Hiding And Unhiding Accounts
Reimbursements
Reminders
Reordering Account Tabs
Do you want to have all of these tutorials available offline? Loaded onto a sweet, YNAB USB Drive? We have that. It’s also a great conversation piece.
