Category: YNAB Basics
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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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Reconcile often
If you’re old enough, you might remember having a paper checkbook register, in which you jotted down every check you wrote and kept a running balance. Once a month, when your bank statement came in the mail, you would reconcile your checkbook, which meant making sure that your running balance matched your bank balance, taking…
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Always budget to zero
YNAB is a zero-based budget method. If you follow Rule One: Give Every Dollar a Job, you’ll budget every dollar to zero. It can feel tempting to leave money in Ready to Assign and bask in its green glow. It might give you a feeling of abundance. But it’s not helpful. In fact, it’s counter…
