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?

3replies Oldest first
  • Oldest first
  • Newest first
  • Active threads
  • Popular
  • 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. 

    Like 2
  • If you want to test out how an increased obligation will affect your budget going forward, Hannah has a video going over our favorite method:

    Can I Afford This?

    Like 4
  • Thank you all.

Like Follow
  • Status Answered
  • 5 mths agoLast active
  • 3Replies
  • 201Views
  • 3 Following