Welcome to my personal YNAB knowledge base. Every time clients ask me a question about YNAB, I write an answer and post it here. Can't find the answer you're looking for? Ask me.
Learn how to hide, unhide, and manage YNAB categories to keep your budget organized while preserving financial data and savings goals.
Learn how to reconcile accounts in YNAB, identify errors, and keep your budget accurate with this simple step-by-step guide.
Learn to manage irregular income in YNAB by prioritizing expenses and building a buffer for financial stability.
Learn how to set up and use sinking funds in YNAB to plan for future expenses, stay on budget, and avoid financial surprises.
Learn how to fix overspending in YNAB, reallocate funds, and prevent future budget issues with this step-by-step guide.
Learn how to handle credit card payments in YNAB, track spending, and keep your budget accurate with this step-by-step guide.
YNAB not matching your bank account? Learn the top reasons for discrepancies—pending transactions, duplicates, and more—plus how to fix them
New to YNAB? Learn how to set up your budget, track spending, and take control of your money with this simple step-by-step guide.
Watch me trying to figure out the new YNAB Method
Discover YNAB family plan, your perfect solution to money management. Share your YNAB subscription with up to 6 people.
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