In my Trial and just need someone to look at my budget

I am pretty sure YNAB is going to work for us as long as the import function continues to work (I know I won't enter things manually).  As an accountant, this is a totally different way to look at a budget.  I think I like it, but am having a hard time deciding if I'm doing everything right.  Is there someone I can chat with who can look at what I've got so far and just give me some tips/tricks/suggestions to go forward?

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  • I'm probably not the best person to walk you through your budget, but one thing that was really helpful when I first got started was attending the live workshops ( https://www.youneedabudget.com/classes/ ). These are free and about 20 minutes long. Since they're live, the instructors tend to leave about 10 minutes strictly for questions from the attendees and any time that I have raised a question it has been answered. The workshops that I found to be the most helpful were Learn the 4 Rules, Set Up Your Budget, and You Can Budget with Any Paycycle, but they have a lot of different topics that can really address any questions that you might have.

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  • I wrote this tutorial that I hope will help. I would be willing to walk you through it, but I don't know how to do that without seeing your actual budget, and obviously that can't happen. Good luck!

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  • Hi FL Babs !

    We're actually able to take a look at your budget if you'd like, but only with your express permission! I'll reach out via email to ask! ;)

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