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
A Three Step Process
A Three Step Process
Budgeting with YNAB follows a three-step process. It’s just like dancing a waltz except I’m good at it.
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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
