Getting Started With YNAB!

New to the YNAB software? We’ll show you how to set up YNAB in a few easy steps, plus how to succeed in managing your money over the long haul. This is everything you need to know packed into one informative and often hilarious 27-minute video. Pour yourself a cup o’ something good and let’s get started!

Timestamps:
0:00 What you need to get started
1:19 Create your plan
5:29 How to think about YNAB
6:48 Add your checking account
7:29 Assign dollars on mobile
10:37 Enter a transaction
11:44 What the colors mean
13:11 Deal with overspending
13:36 The most important YNAB rule
17:00 Enter a paycheck and assign dollars on web
19:01 Add your savings account
20:47 Add your credit card
22:22 Spend with a credit card
23:50 Make a credit card payment
25:21 The three-step method
26:08 Need a little help?

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#budgeting #youneedabudget #ynab

[K_Woods]

Please, please, please add one more option (you already add so many useful options already!) Please add a BI-WEEKLY option!!!

[dljg]

I watched the credit card payment envelope portion over and over and I am in awe of how this allows you to use a CC but not lose your budget goals. I am so glad I signed up for this app!

[portzblitz]

I would trust this guy to teach me how to defuse a bomb 😄🤓

I really needed this super clear tutorial! 👏🏾👏🏾

I wish explanations for all my pursuits were this concise, geez.. i'd def be more confident and take more responsibility if they were.

Thanks, Ben 👌🏾

[yazzy]

It would be really nice to have a segment where you show someone’s actual budgeting on a daily/weekly/ just by documenting a more organic way, give us motivation, real life, scenarios, and examples of what budgeting looks like in real time.

[CaseyCam]

Changing my mentality about money the way YNAB has taught me has literally changed my life.

[teribear]

Finally someone who mentions Triple A, registration and other misc fees!

[margaretcraig]

I LOVE YNAB and am a seventy-four-year-old grandma who has so far been unsuccessful in getting my kids switched over!

[hinakilioni]

I've been on and off YNAB for about 4yrs now and I've been relying on the info and videos from other YNAB users. THIS has explained YNAB in a way that it makes total sense to me now. THANK YOU FOR THIS UPDATED VIDEO!!! I'm back on YNAB!

[bobconfer]

This is my favorite YNAB video so far. I've watched it several times and it's helping to clarify the process in my mind. ❤

[PeteJersey]

This was SUPER helpful. I really appreciate the YNAB principle to not spend what you don't have. Thanks so much.

[debmyers]

You have been extremely, helpful. I will be more aware of what I hit next time it does not show up in both columns. This makes the new update a little easier for sure. Thank you again for taking your time to explain this. Have a wonderful day.

[leerodriguez]

YAY! Thank you for the updated video! I've been using ynab going on 3yrs and it was time for a fresh start (new home, new city, new job), and this video caught me up on so many features I had kinda ignored, and so many little tid bits that couldve made my life a lot easier if I had known earlier!!

[theshelleydennisshow]

One of the best tutorials I've seen, Ben was excellent. Thank you, so helpful!

[coconutdance]

Great tutorial for new user! Back in November when I started using Ynab it would have been a good starting point particularly for a foreigner. I desperately wish to see french content and hope that the software will be translated in french cause even if I love this software and completely subscribed to the method, I can’t recommend it to people around me because a lot of them only speak french and are discouraged to learn a new method in another tongue… But I will patiently wait.
In the meantime, I’m going to appreciate all the new features and great content you are sharing. Thanks

[jessrobinson]

So many excellent quality of life updates/ user experience enhancements to the tool since I was last using it. I had to stop because I was having a hard time reconciling credit card payments, so excited to see you guys fixed that. I'm also loving the new "targets" feature. Just wanted to add that the only way to see it in the table is to use the "progress bars on" option which is the toggle for taller row heights. (Took me a while to find it). As a UX professional, I really appreciate these new features and glad to be back on the app and keeping my spending visible and effective towards my goals. Thanks for the great video!

[lizkalil]

Ben is fantastic! Answered so many of my questions - super clear explanations and lays it out so well - thank you!

[AUSSIEYNABBER]

Lasers 😂 I'm loving the new look, and also the terminology.

[JKarle]

Very well scripted presentation, and very smoothly delivered. Congratulations on doing such an excellent job conveying the "what, " "how, " and most importantly "why." I have been a long (albeit sporadic) user of MINT, and was looking for a new tool to take control of my finances - you have a convert!

[GrantGelinasBrown]

If this dude wrote his own script, budget to give him a raise.

[Mai]

This video helped me get started because I was so confused- Thank you so much! A helpful tip for me was I slowed the playback speed to .75 so I can follow easier