Using Your YNAB Budget
Now that your budget is set up, learn how to use it to its full potential. We’ll walk you through things like managing credit cards in YNAB, reconciling your accounts, and how to do the monthly rollover.
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Course: Using Your YNAB Budget
How To Follow the Three Steps Process
How To Follow the Three Steps Process
Let’s dig in to what that three-step process looks like in your budget.
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Lesson 1: Spending
- Intro: Using Your YNAB Budget 1:13
- Use the Budget to Guide Your Spending Decisions 2:30
- Option 1: Enter Transactions Yourself 2:38
- Option 2: Record Spending With Direct Import 2:05
- Option 3: Recording Spending via File Based Import 4:11
- Use All Three Options Together 2:01
- Make a Credit Card Payment 5:04
- Handle Cash 5:03
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Lesson 2: Adjusting Your Budget
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Lesson 3: Reconciliation
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Lesson 4: Keeping Things Up To Date
