We have just started using YNAB and are struggling a bit with the sharing, in real time, aspect.
I understand if we share login credentials but is there a way we can use separate logins and share the budget?
in the help file it talks about using our google credentials to achieve this but are struggling through the attempt.
Hi Budget Novice !
You can connect your YNAB account to your Google logins in the My Account section of your account. You'll have the option to connect Google accounts and you can add separate Google accounts to login. Try that and let me know if you still have questions! :)
One person uses Google, the other uses the YNAB credentials.
Internally, there is no distinction between users. If you think through that, you'll realize there's effectively no difference between sharing the password and using the Google authentication. Both of you can view & edit any budget in the account.