Category: Uncategorized

  • Don’t be afraid of your YNAB!

    Don’t be afraid of your YNAB!

    If you’ve had some unanticipated money woes, like a big repair or a shopping spree you’re second guessing, it can be really easy to avoid YNAB. I totally get it; I’ve been there. It’s hard to face hard financial truths sometimes. But I’ll argue that when money’s tight it’s extra important to spend time with…

  • Be very careful of phishing scams

    Be very careful of phishing scams

    I feel like the fraudsters are getting more and more clever as they imitate actual financial institutions in their emails in an effort to get you to click on their link and enter your username and password. Recently I received an email purportedly from the Capital One Fraud Monitoring Department telling me they’d identified activity…

  • Give every single dollar a job

    Give every single dollar a job

    As you may recall, YNAB used to have four rules and Rule One was Give Every Dollar a Job. Now YNAB. has Five Questions that support the whole method. And the method is Give Every Dollar a Job. I’ve noticed in clients a temptation to leave money in Ready to Assign (RTA) when their immediate…

  • Registration is open for YNAB Fan Fest in San Diego!

    Registration is open for YNAB Fan Fest in San Diego!

    Today, November 18, registration opened for the next YNAB Fan Fest, which will be held in San Diego, California, on April 26, 2025. It’s the first of three Fan Fest scheduled in 2025 (the other two are in Minneapolis, Minnesota, on June 9, 2025, and New York, New York on a date to be announced).…

  • Working with a YNAB coach

    Working with a YNAB coach

    Have you wondered what it’s like to work with a YNAB coach? Erin Lowell, Lead Educator at YNAB, who is one of the fabulous YNAB employees involved with the coaching training program wrote a terrific post on the YNAB blog about it, called YNAB Coaches: A Personal Trainer for Your Finances. One of my favorite…