YNAB for DA Members Free Workshop

Many DA members ask me to help them use YNAB. YNAB is short for “You Need a Budget,” and it’s been a fantastic resource for lots of DA members to track their spending (it’s a “virtual envelope system”). There is a cost associated with using this software and, of course, there are many ways to track our numbers. But since I get lots of calls asking for help, it occurred to me that going over some of the core concepts and functions in a group might be effective.


Oh, disclaimer: I get no money or any type of payment from YNAB. I have just used the software since 2009 and have found it invaluable in keeping me sober with money.

Why a DA-Focused YNAB Workshop

What I am hoping to offer is really about the specific needs of DA members, rather than the general population. There are a number of issues I hear over and over. So I have been thinking of offering phone conference workshops to help people use YNAB effectively as their spending plan software in DA.

While I always advise people to take the wonderful free YNAB courses and use the discussion forum, people still come to me with questions after having done so.

It seems that in the real world, some of what is being learned gets lost. So if people come to the workshop sitting in front of their own computer, using their own version of YNAB with their own spending plan, it might be useful.

Topics for the Workshop

Here are just a few of the topics to be covered:

1. How (and why!) to reconcile YNAB with your bank account (SO IMPORTANT! and often neglected – but without doing so, YNAB is pretty much useless as a tool for clarity)
2. What accounts to set up
3. Entering a check number
4. Dealing with cash
5. Split transactions
6. Scheduled transactions


* The Buffer (or “Living in the Next Month”) – what it is and how to get there … and why we should strive to do so
* On and off budget (or, as we say, “spending plan”)

Again, YNAB offers lots of free classes and support, so this in no way replaces that. While I’ve written a number of topics on the blog about using YNAB, it seems that people need to walk through some of these processes. Still, reading them over may prove useful.

The only requirement is that you have the software downloaded and understand the basics of using the program. YNAB offers a 30 day free trial.

If You are Interested

I’m thinking of doing these workshops on Sunday mornings at 10 am EST.

If you are interested in such a workshop, please submit this form. Please feel free to list additional topics:

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s