The YNAB Blog
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New Snooze a Target feature
As a coach, I get to see new features as soon as they’ve started rolling out, so it’s possible that you haven’t seen this in your own budget yet. But a new feature I’m excited about that showed up in my budget yesterday is Snooze a Target. You can now elect to disable a target…
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Some places to trim the budget
When I work with clients to set up a new budget, we start with their budget template, deciding on the categories and category groups for their new budget. Then we add targets (sometimes we add categories and targets at the same time). The last step is to link their accounts and assign the money they…
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My daily YNAB routine
I think that a key to being a successful YNABer is to set up a routine for interacting with YNAB on a regular basis. If you let transactions build up, they can easily become overwhelming. And the longer you wait to categorize a transaction the harder it is to remember what you spent money on.…
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Do you have a holiday gifts category?
It’s the end of October and the December gift-giving season is just around the corner. Let’s face it: giving gifts is a lot more enjoyable when you feel you can afford them. If you don’t already have a Gifts category in your budget, I encourage you to create one. Then set a Monthly Savings Builder…
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How to deal with an inheritance in YNAB
One of the worries people have when they get a windfall is that they are going to blow it with nothing to show for it. I know I felt that way last year when my father passed away and left my brothers and me some money. Thankfully, I was well versed in YNAB so I…
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Looking for an elusive transaction?
Sometimes things come up in YNAB that cause me to scratch my head in puzzlement. That happened today and I came up with an easy way to figure it out, so I thought I’d share it with you. When I logged into YNAB this morning there was $54.38 in Ready to Assign in my business…
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Quick tip: The symbols in your account list
There are a few symbols in your account list in the sidebar that can be helpful to pay attention to. Here’s a little primer: I like to check my budget each morning and I always scan for the white dots and other symbols. It’s a quick way to keep my budget up to date without…
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Entering a credit card payment in YNAB
The way YNAB handles credit cards is part of its magic. But for people just getting started actually entering the payment can be a little confusing. I made a little video to show how to do it. The easiest way is to use Record Payment in the credit card account. It will automatically populate the…
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Is YNAB worth it?
It won’t surprise you to know that my answer to that question is a resounding “Yes!”. YNAB costs under $100 a year when paid annually. There’s a bit of effort required in getting past the learning curve (I can help you with that), and you have to spend some time on a regular basis with…
Are there YNAB and budgeting topics you’d like me to write about?