I had written a post last year about how to do the Fresh Start in YNAB, but I just went through the process and it’s entirely different now. I actually just deleted my old post as it is no longer relevant.
There is really no need to create a new file for the current year.
It is so different and I am not at all happy with the new process now. Unfortunately, I cannot write a new instructional post tonight. Let me just say that if you do decide to make a Fresh Start, you will have to:
- Manually enter all your balances into each account
- Delete all the uncleared transactions before your make the fresh start and enter them into the newly created file.
- If you want to rename the file, you must do it through YNAB’s File menu.
Seriously, I think I will just keep going on instead of creating a new file for 2014. I still love these guys, but this was not a change for the better, as far as I’m concerned!
Free Training from YNAB
By the way, if you are new to YNAB, they are having a teaching marathon tomorrow. There is no charge for classes. Here is the email I received today:
Let us help you ring in the New Year! We’re running classes all day and into the evening on January 1st beginning at 9am EST (US). Our awesome team of teachers is ready to help YOU start the year off right. Nail budgeting this year, and all those other resolutions come true!*
We’re focusing on two classes on New Years Day: Getting Started and Starting Over. Oh, and we’ll give away some software and t-shirts too. Everyone wins the best prize: peace of mind in starting 2014 on the right track.
Wishing you all a wonderful, abstinent new year!