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United States

Personal Finance Mentoring - Integrating the practical and emotional elements of your money.

Client Resource

YNAB TUTORIALS - Equipped to THrive 

CUSTOMIZING CATEGORIES

 

SET UP REGISTERS & TRACKING

SCHEDULED TRANSACTIONS

INTRODUCTION TO SPENDING PLAN

ENSURE A CORRECT YNAB Balance (AKA "RECONCILE")

"CLEARED" vs. "UNCLEARED" Transactions

CREDIT CARDS - ON & OFF BUDGET (PART ONE)

"KNOWN INCOME FOR THE MONTH" Explained