Long term planning difficult with YNAB
Hey all, looking for some best practices/advice. We are trying to think ahead 12-24 months with some possible increased monthly obligations.
I used to use excel and just place expected expenditures as data in a cell.
So, when I wanted to plan several hypotheticals, it was easy to just type in a number and see what it did to my bottom line, and then play around with other accounts to adjust for it.
What's the best way to do long-term planning with YNAB? How do you build hypotheticals?
Use a sandbox budget.
Top left, click the white arrow next to your current budget's name. You can either make a Fresh Start, which will keep your existing categories/goals (just rename your archived budget back to its normal name and continue using it as before). Or, you can create a totally new budget from scratch using just the info you want to play with.