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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
- 1,077
- 1
- BookCat2 yrs 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
- 2 yrs ago
- 6 replies
- 144
- Shannon Ruth2 yrs 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
- 2 yrs ago
- 3 replies
- 178
- ML2 yrs 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
- 2 yrs ago
- 7 replies
- 194
- Randy R.2 yrs 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
- 2 yrs ago
- 2 replies
- 138
- FanessYNAB Team2 yrs 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
- 2 yrs ago
- 3 replies
- 366
- 1
- Digital Diva2 yrs 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
- 2 yrs ago
- 51
- 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
- 277
- FanessYNAB Team2 yrs ago
- Small Business
Supplier invoices
hi how do you track invoices in ynab ? we purchace items for our business and dont pay them for 60 days as this is how we get paid (in the uk) so how do i track these in ynab ?
- martin farrow
- martin_farrow
- 2 yrs ago
- 6 replies
- 134
- nolesrule2 yrs ago
- Small Business
Setting up YNAB for a therapist in private practice
Hi, I've used YNAB in the past before I launched my private practice as a psychotherapist, but for the past few years have used Banktivity to track my finances.…
- Orchid Cyborg
- Orchid_Cyborg.4
- 2 yrs ago
- 6 replies
- 184
- Orchid Cyborg2 yrs ago
- Small Business
How to set up SUPER SIMPLE business?
First-time YNAB user. I am trying to use it for my business, IN THE MOST SIMPLE WAY POSSIBLE. My greatest need to ensure that I'm setting aside enough cash, monthly,…
- Snerdly Bosco
- snerdly_bosco
- 2 yrs ago
- 6 replies
- 209
- martin farrow2 yrs ago
- Small Business
Budgeting as an independent contractor with an s-corp
I work as an independent contractor and I have an s-corp. My salary gets deposited in my s-corp's checking account. I am going to have payroll setup so that I get a salary deposited into my personal…
- Hector Puig
- Salmon_Lightning.3
- 2 yrs ago
- 5 replies
- 167
- KD603NH2 yrs ago
- Small Business
Profit First invoice tracking question for small business
Hi, I've been hearing about the Profit First method which I'm quite interested in using in YNAB. But I have a question about invoicing. I have a service-based business which means that I will…
- Skylark
- skylark
- 2 yrs ago
- 6 replies
- 255
- 1
- KD603NH2 yrs ago
- Small Business
How to handle In-Kind Donations
How would you handle in-kind donations for your business. Let's say you offered a serviced but you donated it, how do you track that? Would you make an asset account or liability account?…
- jclay12345
- jclay12345
- 2 yrs ago
- 12 replies
- 97
- Khaki Storm2 yrs ago
- Small Business
How to handle CC reimbursements
I haven't ever found a good method of doing this in YNAB and I consistently have reimbursements for my work and I don't want them tangled up in our other budget line items.…
- Gold Falcon
- Gold_Falcon.1
- 2 yrs ago
- 5 replies
- 97
- farfromtheusual2 yrs ago
- Small Business
UK Small Business - struggling to know what to transfer from Business to Personal
Hi all - I have a small UK Ltd Company, just me as a share holder and director. As it's just me, my business and personal finances are pretty intermixed,…
- John Smith
- JohnSmith
- 2 yrs ago
- 4 replies
- 126
- rehabguy19602 yrs ago
- Small Business
I'm considering combining my 2 small business & personal budget in to 1 budget
I would love feedback from @Todd @Emily or @Jen and anyone else who is struggling with juggling multiple budgets as to whether or not you think it is a good idea to combine my 2 business and 1…
- Marilynn Taylor
- Marilynntaylor
- 3 yrs ago
- 11 replies
- 1,406
- 1
- KD603NH2 yrs ago
- Small Business
How to handle self employed business expenses (non reimbursable)?
Hi everyone, My wife currently has a small business & I am struggling on how to manage her business expenses through our personal budget, which is not very much to begin with.…
- Tan Yearling
- Tan_Yearling.7
- 2 yrs ago
- 17 replies
- 865
- 1
- KD603NH2 yrs ago
- Small Business
Closing out the year... 3 months late
For tax accounting purposes, I'd like to have a record of each budget year separably. With Q1 having just ended, I realize i should have hit "Fresh Start" on Jan 1, 2019 - but didn't.…
- Tomato Rhythm
- Tomato_Rhythm.1
- 2 yrs ago
- 9 replies
- 121
- KD603NH2 yrs ago
- Small Business
Setting up business - owners equity and draws
I am attempting to switch over from Quickbooks to YNAB for my business finances. I think I have the hang of things - except owners equity and draws. Having those accounts throw off my "P & L" report…
- Dan Stratton
- husband & office manager
- Navy_Blue_Cleric
- 2 yrs ago
- 6 replies
- 267
- FanessYNAB Team2 yrs ago
- Small Business
Move Category Group (small business expenses) to New Budget
Hi, currently my husband and I have our businesses in our home budget and have realized that we need to make those seperate budgets...its just getting too messy.…
- Steel Blue Sloth
- Steel_Blue_Sloth.3
- 2 yrs ago
- 2 replies
- 141
- Steel Blue Sloth2 yrs ago
- Small Business
Free CNET magazine
Has anyone gotten this offer? It came by email and said it was a benefit of subscription to Car and Driver ( which I don't have). When I clicked on the link it went to Mercy Magazines and said…
- Khaki Storm
- YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
- Khaki_Storm.1
- 2 yrs ago
- 31
- Small Business
YNAB & Freshbooks
Anyone else using Freshbooks along with YNAB? I'd be interested to hear your productive strategies on using them together. We've got a business that came with a legacy investment in Freshbooks.…
- Beanorama
- beanorama
- 2 yrs ago
- 8 replies
- 221
- Beanorama2 yrs ago
- Small Business
Budgeting as a farmer?
Hi I am a farmer from from Norway, and I have just started using YNAB today. I need some tips on how to best budget in my situation. I am a grain farmer.…
- Violet Device
- Violet_Device.3
- 2 yrs ago
- 9 replies
- 229
- Khaki Storm2 yrs ago
- Small Business
Small business or community club website tip
Between church and personal sites, I have a handful of sites with Weebly. One thing I did for two of my sites is a url redirect. I didn't want to pay weebly for a custom site name,…
- Khaki Storm
- YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
- Khaki_Storm.1
- 2 yrs ago
- 34
- Small Business

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