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Moving a credit card to a different budget...
I started tracking my business expenses last year in a separate ynab budget but I had a credit card that was opened before I made the switch. I pay $60 per month out of my personal budget toward…
- Jo
- Coral_Saxophone
- 3 yrs ago
- 5 replies
- 999
- Tomato Ink10 mths ago
- Small Business
Partner/Discounts for CPA referring clients to YNAB
I own a CPA/Advisory firm and would like to recommend YNAB to clients for their personal budgeting needs. With some of our other partner SAS programs, we are able to either have a Partner…
- Purple Zebra
- Purple_Zebra.6
- 10 mths ago
- 1 reply
- 89
- NicoleYNAB Support10 mths ago
- Small Business
Using YNAB budget for both Personal & Business?
So I have one YNAB Budget for both our business and personal - anyone else going this? If so, any tips on how to best organize categories, groups, etc?…
- Turquoise Hail
- Turquoise_Hail.4
- 1 yr ago
- 11 replies
- 696
- 2
- SDSwmr11 mths ago
- Small Business
Is it worth to have a second budget when my business is still in its early days?
Hi, I'm quitting my job next week to work as a freelancer. My current employee will be my main client so I'm on rather firm ground. I thought I might need a second budget to log and plan all…
- Salmon Cup
- Salmon_Cup.5
- 11 mths ago
- 11 replies
- 234
- farfromtheusual11 mths ago
- Small Business
PPP Money
Anyone have ideas about how to handle PPP loan money? According to the rules, 75% has to be used for payroll. I'm at a loss as to how to track the money using categories.
- Violet Elk
- Violet_Elk.5
- 1 yr ago
- 4 replies
- 337
- Sky Blue Tugboat11 mths ago
- Small Business
Financial Wellness by YNAB
As YNABers, we know the positive impact of a budget on reducing money stress. Did you know the #1 cause of employee stress is personal finances? For businesses,…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 11 mths ago
- 8 replies
- 209
- NicoleYNAB Support11 mths ago
- Small Business
Canada COVID19 wage subsidy for employers
I am just writing this in case there are any Canadian business owners (or influencers) on here. The application for the Canada Employment Wage Subsidy (CEWS) is launching on Monday April 27.…
- MXMOM
- MXMOM
- 1 yr ago
- 1 reply
- 137
- MXMOM1 yr ago
- Small Business
Advice for Volatile Cashflow Salary/Draws using Biz and Personal Budgets
Hello all! I own a small business. I'm using YNAB for personal (Still learning), and I've now set up a separate YNAB business budget. I have questions that are both 'philosophical' and 'how-to-YNAB.…
- Ivory Cheetah
- Ivory_Cheetah.8
- 1 yr ago
- 6 replies
- 155
- Alice Blue Yeti1 yr ago
- Small Business
Extend Trial
I need an additional 60 days on my trial to make sure it is all going to work with my work and expense accounts. So far it it looking good but I am running dual systems right now and need more time.
- Hot Pink Wizard
- Hot_Pink_Wizard.8
- 1 yr ago
- 4 replies
- 341
- NicoleYNAB Support1 yr ago
- Small Business
Rule #1 with a Business Account
I'm a freelance web developer and have 2 budgets set up in YNAB; Family and Business. My business account is strictly business and at the moment is pretty small with 3 Immediate Obligations and 4…
- Lawrence
- lawrence
- 1 yr ago
- 6 replies
- 419
- FanessYNAB Team1 yr ago
- Small Business
Apps that track financial goals?
Hi! Does anyone use an app or spreadsheet that's good for visualizing your financial goals per quarter or year? I'm looking for something like what Cushion app does - https://cushionapp.com/ ...…
- Annie
- Creative
- headexplodie
- 1 yr ago
- 1 reply
- 95
- MatthewYNAB Support1 yr ago
- Small Business
Creating separate budgets for personal and business
I've been using YNAB for a while but to be honest I've been really bad about looking at the budget instead of the account balances. I'm thinking about making a clean break and starting my budget…
- Jeff Altman
- Jeffycupcake
- 1 yr ago
- 22 replies
- 868
- farfromtheusual1 yr ago
- Small Business
How to budget
I am using this for business which I know it is not designed for and make it harder. I have alot more transactions to manage. The way I setup the budget was to create a category for each week with…
- Slate Gray Deer
- Slate_Gray_Deer.7
- 1 yr ago
- 2 replies
- 194
- dakinemaui1 yr ago
- Small Business
Private medical practice
I’ve used YNAB for over a year for our personal budget. I love how I can create categories and predict what real money we have. We are purchasing a small (exsisting) private practice where my…
- Powder Blue Transistor
- Powder_Blue_Transistor.11
- 1 yr ago
- 3 replies
- 151
- nolesrule1 yr ago
- Small Business
A cautionary tale
I just listened to the YNAB podcast 131 My Semi-Annual review from 2014 and as I listened to it, it brought back a lot of (bad) memories of when I had my business.…
- MXMOM
- MXMOM
- 1 yr ago
- 214
- 4
- Small Business
Freelance photographer - two budgets? (Personal/business)
Hi all, about to dive into NuYNAB after years with 4, as apple is about to kill 4 dead sadly. TL;DR at the top: If you’re a freelancer with two separate budgets for your personal spending and your…
- Blue Harvest
- Blue_harvest
- 1 yr ago
- 13 replies
- 276
- 1
- TechieM21 yr ago
- Small Business
Good Reads
List the last book you read and would recommend. Harry S. Truman said, “not all readers are leaders, but all leaders are readers.”
- Khaki Storm
- YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
- Khaki_Storm.1
- 2 yrs ago
- 46 replies
- 423
- ynaber26131 yr ago
- Small Business
YNAB-friendly Financial Planners and CPA recommendations
I'm new to the forums, but I didn't see this information anywhere. I apologize if it is. My family owns a small business (restaurant) and we use Quickbooks for bookkeeping.…
- HBC
- Reluctant Bookkeeper
- Beige_Pegasus.1
- 3 yrs ago
- 11 replies
- 1,062
- 1
- BookCat1 yr ago
- Small Business
accounting for items paid for by cash
I have a budget item that I know how much I will need to budget for but I only pay for it by cash(out of a register and not by getting money through the ATM).…
- Shannon Ruth
- Home Financial Executive
- Violet_Colt
- 1 yr ago
- 6 replies
- 138
- Shannon Ruth1 yr ago
- Small Business
Self employed, large project coming up -- how to budget?
Hello! Long-time YNAB user and just love it. I'm self-employed and have a large project coming up where I'll be given a sum of money to use for the project.…
- ML
- Engineer, baker, writer.
- Steel_Blue_Sound.3
- 1 yr ago
- 3 replies
- 168
- ML1 yr ago
- Small Business
Multiple businesses/1099s: Is it best to have a separate budget for each small business or just ONE "business" budget that holds them all?
Hi all, I have been going through the incredible tutorials and browsing the forum (such great info here!) and I wasn't able to see this question asked and answered yet.…
- Randy R.
- randy_r
- 1 yr ago
- 7 replies
- 177
- Randy R.1 yr ago
- Small Business
Split Business from Personal Accounts
I have tried so many budget platforms and none of them seem to have the ability to split the business account from the personal account if using the same bank.…
- YNAB MBert
- ynab_mbert
- 1 yr ago
- 2 replies
- 136
- FanessYNAB Team1 yr ago
- Small Business
Business Budget Categories
I am looking into setting up my business budget with ynab. I was wondering if anyone would be willing to share their business budget's category structure to help give me ideas on what to include in…
- Navy Blue Foal
- Navy_Blue_Foal.5
- 1 yr ago
- 3 replies
- 320
- 1
- Digital Diva1 yr ago
- Small Business
Does anyone do voiceover work?
I am interested in pursuing voiceover work to make extra money. I’ve googled it but I don’t know how to separate the real resources from the fake. Does anyone here know anything about getting…
- MXMOM
- MXMOM
- 1 yr ago
- 48
- Small Business
Handling Reimbursements?
Hello YNABers! I was wondering how you might handle business reimbursements in YNAB. To date, I have used a credit card I have with no personal debt attached to it as my designated "business…
- flame3912
- flame3912
- 2 yrs ago
- 10 replies
- 269
- FanessYNAB Team1 yr ago
- Small Business

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