Live Class Materials

To sign up for a LIVE Online Class, check the class schedule


Getting Started with YNAB

If you are new to YNAB, this class provides a solid, in depth introduction to the YNAB Methodology. You will learn how to set up an account, customize your categories, budget your dollars and work toward building your YNAB Buffer.

Getting Started with YNAB Live Class Recording

Budget Workshop

During this course, participants will work on creating their own budget while the coach provides direction and answers questions. This class is designed for people who are starting a new budget, and is an excellent follow up to the Getting Started with YNAB class. 

Budget Workshop Live Class Recording

Handling Credit Cards

During this class we discuss how credit cards are handled in YNAB, including: how to set up a credit card account, budget for prior debt, budget for new purchases, record spending and payments and handle interest.

Handling Credit Cards - Live Class Recording

Credit Card Payment Formula PDF

Reconciliation and Importing

During this class we'll go over the most important thing you need to do to maintain your budget: Reconciliation. We'll look in detail about how that works and how to use importing to make it easier. We'll also discuss the importance of checking the budget after reconciling.

Reconciliation and Importing Class Recording

Dealing with Different Pay Cycles

Do you struggle with budgeting because of your pay cycle? Do you need to stretch a big paycheck over several months? How do you budget monthly if you are paid weekly or bi-weekly? What if you get paid once at the end of the month? By following YNAB's four rules and implementing a simple three step process, you'll be able to adapt to any of these pay cycles.

Dealing with Different Pay Cycles Recording

Starting Over

 If you've been wanting to hit the reset button on YNAB, this is the class for you. A fresh start is not a sign of failure. It's a way to take what you've learned and apply it. Join us for a fresh start!

Starting Over Recording