The YNAB Blog
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Starred Accounts are here!
YNAB has been cranking out the updates lately, some larger than others. I’m really excited about one subtle change that just appeared in my desktop app. I wanted to make sure you noticed it. You can now star your favorite accounts so that they’re grouped together at the top of the left sidebar on your…
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Do these five things for stress-free YNABing
It took me a few years to get so comfortable with YNAB it didn’t spark a little stress or overwhelm. Now, seven years into my YNAB journey I experience no stress with it and in fact really enjoy my daily YNAB routine. I actually check my budget several times a day but the morning check-in…
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Using the Toolkit for YNAB
If you use YNAB on your desktop (versus the mobile app), there may be some features you wish it had. These days, YNAB is making lots of improvements and your wishes may be granted, especially if you expressed them through the feature request form. It’s possible, though, that the Toolkit for YNAB, a free, community…
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No more second guessing
I attended the YNAB Fan Fest in San Diego over the weekend. It was so much fun to be in a big room with people who are as nuts about YNAB as I am. The YNAB staffers were amazing and it’s so clear that the company culture is all about having fun while changing the…
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Use that memo field!
When you’re in the flow of approving transactions, it can be easy to not take the time to make a note in the memo field about that transaction. But in my opinion, it’s worth the time. Many transactions don’t merit a memo. The monthly electric bill, for example, might be completely obvious. But for most…
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The Five Questions
Late last year, the YNAB method changed. Instead of four rules, we now have just one, Give Every Dollar A Job. And we now have five questions to support that rule. I blogged about this in December after the announcement came out. When I first heard about this shift, I was thrilled. And now, four…
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Keep an eye on last month
I’m writing this on April 2. When I did my daily YNAB check-in this morning, I saw that some transactions dated March 31 had imported overnight, which created some overspending on my March budget. This is why it’s so important in a new YNAB month to go back to the prior month budget screen at…
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Handling Venmo in YNAB
There’s a reason why Venmo is so popular. It’s a simple and convenient way to pay someone. If you use both Venmo and YNAB here are some things to keep in mind: YNAB considers Venmo a bank, so if you add it to YNAB, it will show up in the Cash area of your Accounts…
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Tracking hobby spending
Sometimes I think the most fun part of starting a new hobby is acquiring all the things you need to do the hobby. At least that was the case for me when I started knitting 20 years ago. Or coloring ten years ago, which morphed into hand lettering seven years ago and became Bullet Journaling…
Are there any YNAB or spending topics you’d like me to write about?