YNAB Set-Up

Skill Set: YNAB Set up

Get YNAB working for YOU!

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1. Getting Started - WATCH THIS
2. How to get the FREE months of YNAB
3. Prep List
4. YNAB Set Up Checklist
5. YNAB help resources
6. Multiple Budgets with One Subscription!
1. New To YNAB and Basic Overview
2. Getting Started When You Already Started Once
3. Creating Categories
4. Homework: Create Your Categories
5. Organizing Your Categories
6. Hide, Delete, and Pinning Categories
7. Homework: Organize Your Categories
8. Intro to Targets
9. Targeting within Your Means
10. Targets for Bills Due on the 1st of the Month
11. Homework: Set Your Targets
1. Setting up Your Accounts in YNAB
2. Homework: Add Regular Accounts
3. YNAB and Credit Cards
4. Using Scheduled Transactions to Declutter Your Budget
5. Homework: Schedule All Your Recurring Transactions
1. 4 Ways to Get Spending Info to YNAB
2. All Things Transactions
3. Transactions: Cleared vs Uncleared
4. Reconciling!
5. Homework: Reconcile Your Accounts
1. Give Every Dollar a Job -- Fund categories/Assign Dollars
2. Homework: Give Every Dollar a Job
3. Proactivity with YNAB
4. Homework: YNAB Rituals
5. Monthly Rollover
1. Watch Ruth Setup an Actual Budget!
1. Common YNAB Mistakes
2. Reconciling Messing Accounts
3. Fixing Messy Payees or Weird/Malfunctioning Auto Categorizing
4. When YNAB isn't working for you
1. Keyboard Shortcuts in YNAB
2. Using YNAB Reports for More Awareness and Easier Tax Filing.
3. Change Categories Viewed in Spending Reports

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