5 Ways to Level Up Your YNAB Budget

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Are you getting bored with your budget routine? What if we told you you could level up your budgeting game while using all the same tools as before? Learn some unique and creative ways to get even more out of the features you've already been using and boost your budgeting skills overnight.

TIMESTAMPS:

0:00 Intro
0:42 Tip #1: Three Ways to Level Up Your Notes
2:41 Tip #2: Two Ways to Use "All Accounts"
3:45 Tip #3: Sort Transactions by the Cleared Column
4:14 Tip #4: Schedule Reminders into Your Budget
4:47 Tip #5: Use File-Based Import
5:58 Outro

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Memos are great! Now when my wife asks me when the last time I bought jeans, easy to find it and say 6 years ago!

antimatter
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Hannah, I totally enjoy your videos. You are a real Asset to YNAB. You not only instruct about the app but do it in such a very fun, enjoyable way putting a smile on my face & getting me motivated as a 70 yr. old to try something new. Thank you. By the way learned about YNAP by reading recommendation for it in a book written by a Mom & Dad of 14 children called “A Catholic Guide to Spending Less & Living More” by Sam & Rob Fatzinger. If they can do it bet all of us can, too! All of you are amazing: Hannah, YNAB & the Fatzingers.So glad I found you all!

terri
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I've used notes, but not to link receipts & warranties. My budgeting mind has just been blown.

SlyOcelot
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Ooo! So many great tips! Linking receipts and warranties? Yes, please! Searching for that $12.32 I KNOW I entered... somewhere? Use All Accounts! Adding Reminders? I never would've thought of that! You, Hannah, are a GENIUS! Thank you, thank you, thank you! ❤

dianneason
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When Hannah talked about the Christmas cards, I FELT THAT in my VERY SOUL

channah
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Love the idea of creating reminders with $0 transactions. Brilliant!

lifewithliz
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I love the Notes section!
I use it to keep track of rent increases each year and what my half of the rent is since its a wonky number.
Also in my ever fluctuating Wish list Category, I keep track of what I want/was able to buy myself from saving up in my Wish List category.

mariaht
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Wow. I didn't realize that I'm budgeting like an expert. Probably because I loaned from the bank of Mom and Dad and I have a Google Sheet linked to it in the notes (so I can track how much I've already paid back). I also use the notes for reminding myself if there's an incoming refund. Am always on the "All Accounts" area because I want to always check for incoming monthly/yearly transactions.

Skysenshi
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Hannah, what an epic and delightful human you are bringing joy, humour and savvy to money and budgeting. Who knew budgeting would make me smile. Why? Because YOU make me smile. Thanks for teaching us your wisdom! Also, thank you to all the behind-the-scenes people who bring out your awesomeness.

RedefiningSuccessSDC
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Didn't know I could copy links into notes. Thanks!

mrrobinson
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Excellent video. I have used the links in the notes for a long time. The links should be clickable, that would be great.

JF_France
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That mug is like.. Love ending the week with a HIFH <3 Thanks!

fiddycaliber
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I am truly grateful for the excuse to spend more time in my budget😂

reneetostengard
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Me: What could good ol Hanna tell me about YNAB that I don’t already know 🧐
Hannah: *First tip out of her mouth*
Me: 👁👄👁

nikkisartvideos
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Mind blown. Thank you for this video. I’m new to YNAB and this was a big help.

heidisth
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If I beat the boss I want my loots! Where's my YNAB coffee mug with the +5 to Willpower!?

Hannah, I think you've convinced me to use Notes more often. I don't know why I never thought of it, it seems so darn simple. Thank you! :)

leerv.
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I never utilize the notes section personally, but all of those tips seem like they'd make life so much easier!

theyoungmillennialbudget
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Man! Too much info there. I have to rewind few time. And again. And again. What a powerful software! Good job again Hannah. 💪🏻

dalleenpente
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Many of the stuff I incorporated over the years is thanks to you Hannah (or whoever inspired you to have all these ideas). Thanks :)

filb
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Oh wow! I had no idea the Notes feature even existed! I have been wishing that YNAB would implement such a thing, and I'm now thrilled to realize it already exists! Storing links to receipts/warranties/etc is a really good tip also. All in all I just love this video - thanks!!

jesseolson