...accounts. A connection without any accounts is like a budget without any categories. Not. Helpful. If you’re successfully connected to your financial institution but still not seeing any accounts, here are...
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...your accounts are shared accounts. You each have separate accounts. 3 Some of your accounts are shared accounts, and you each have separate accounts. Tips for Sharing a Budget This...
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When you add an account in YNAB, you’ll notice that there are two types of accounts to choose from: Budget Accounts and Tracking Accounts. It’s important that they be set...
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...tracking account instead. Budget Reality When your accounts reflect reality, your budget is truthful and can be used to effectively guide your spending. Adding accounts that don’t meet the criteria set...
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Because their dollars aren’t included in your categories, it’s not necessary to add your investment accounts to your budget. But, if you’re looking for a bit more granularity while keeping...
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...roadmap of your priorities!  Budget Accounts: Budget Accounts are the bank accounts you usually spend money from, or want to use in the near future. Checking, savings, and credit card accounts...
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...you reconcile your most-used accounts at least once a week. In this doc we’ll explain the reconciliation process, as well as the three different transaction statuses that come into play...
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...Think that sounds way over the top? You might be doing something very similar with your money. How many accounts do you have? Checking accounts, savings accounts, money markets …...
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Health Savings Accounts (HSAs) are tax-advantaged medical savings accounts, and they’re on the rise in popularity. You don’t have to track your HSA in YNAB–after all, that account only has...
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...the purpose of your money is that you can now have fewer accounts to keep track of! The fewer accounts you have, the simpler your budgeting process will be. It...
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