How To Get Un-Stuck in YNAB (3 Easy Steps)

Every time I get lost in YNAB, I'm able to get back on track with just 3 steps. If you're like me, then YNAB is confusing at first and hard to wrap your head around. But just hang in there and I promise to help you get un-stuck.

Quick Jump Sections
1:20 - Step 1: Detach
1:40 - Step 2: Reset
1:55 - Accounts
3:00 - Budget Columns
5:40 - Cover Overspending
7:08 - Step 3: Revisit

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PS: If you have an Amazon Alexa, I just launched a brand new daily flash briefing called 30 Second Money. It would mean the world to me if you checked it out in your Alexa app.

[mappedoutmoney]

Quick Jump Sections
1:20 - Step 1: Detach
1:40 - Step 2: Reset
1:55 - Accounts
3:00 - Budget Columns
5:40 - Cover Overspending
7:08 - Step 3: Revisit

[jcepri]

It's funny because you described me at the beginning of the video. I'm in the trial period and I just can't wrap my head around this system. This was very helpful though. Why can't YNAB's videos be this helpful? I don't need someone talking AT me. I need them to SHOW me.

[keithbrookshire]

I'm about three weeks into YNAB. Your tutorials is what made me take the plunge. They were a great help in setting up YNAB. I'm loving it! BTW: I did use your affiliate link.

[chrisshimmin]

Hi Nick!
I rarely comment on videos, but I want to reach out and say thank you.
I started using YNAB almost 2 months ago. I followed all your tutorials, and they really helped me out with navigating this program. I have paid off 1 out of 3 credit cards and on track to half the second one paid off in 2 months! I have never felt so in control of my finances and beyond excited to be out of debt and building healthy, steady money habits with this program. Thank you again, Nick, for all the videos that have helped me.

[dianawengert]

I got in when YNAB was offering the four month free trial and I'm glad it did because it took me 4 mos to get it down. I can't tell yo how many times I had to start from scratch. Now that it's clicked I can't function without it! Your videos were a huge reason why thank you for what you do!

[laurabryant]

I knew for the past couple of years that I needed to update my archaic paper/pencil system. It suited me at one time, but our life is just too cumbersome and busy now for the hours it takes to do it all by hand. I have loved, loved, loved YNAB! And automating payments has been liberating. But I wouldn't be where I am without your help (2 months in). Thanks so much for your videos. I feel we are actually living on our budget now because we keep it up to date in real time. It's been a real game changer for us!

[edgardosantana]

I was needing this video without knowing I needed it. Super glad you made that analogy of the envelope system with the goal/budgeted/activity column. Very helpful.

Also, major props for that Snape clip haha. It's a personal favorite moment 😂

[mercedes]

You are really good! This video makes me want to give YNAB another try!

[saraphilkill]

Hi Nick, I really appreciate how you explain how much we can simplify categories and bunch expenses together. My question is, what do you do when the expenses in those groups are due at different times of the month? THanks!

[tonyiacooper]

Loved the video, wish I would have had it years ago, then maybe this wouldn't be my third go around with YNAB =)

[mrrobinson]

I feel like you were talking directly to me!

[karijames]

hi! hope you two are doing well. still using paper and pencil....old school, what can i say. 22.8 that's

[kencigrayson]

Thank God I found this. I have been 2 hours deep trying to figure out with 4 kids running wild 🙄

[nathanielgardner]

Great video heyyy!!! You got a haircut!!

[GunShyGymnast]

I got so excited to tell you how much I love your lamp and then my next thought was, "You idiot, you're about to say, 'I love lamp, ' like Steve Carrel in Anchor Man, but not as a joke. :::mental shrug:::"

I love your lamp! LOL

Thanks for you help, too!

[Chris-kbrg]

YNAB is so confusing I had to add a budget line for monthly "YNAB Private Tuition"

[theott]

Hey Nick... I used your link and just started YNAB and I have to admit I am lost lol.... I will continue watching your vids. Hope to get this down.

[RCThorne]

That Chrome extension is just what I need!!!

[samanthamcneil]

I just started and I love the platform and the concept (this is the way I’ve always thought about budgeting) but I’m getting so frustrated by the fact that capital one won’t connect and trying to get help from support. Ugh! I just want to budget!

[hn]

I haven’t downloaded it yet, when I do I will use your link! However, I have a weird paycheque schedule, can I budget weekly with this program?