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?

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  • 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. 

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  • 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?

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  • Thank you all.

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