1st YNAB for DA Members Workshop 11/8/15

There will be a free workshop for DA members who use YNAB for their spending plan software on Sunday, November 8 from 2-3:30 PM EST. This workshop will be specific to the tasks relevant to solvency and keeping our numbers in DA.

No registration is needed. Just call in if you would like to participate!


Here is the call-in information:
Dial-in Number: (641) 715-3580
Access Code: 479117

International callers
Click here for a PDF with associated country numbers.

About the first workshop

This workshop will focus on the Account side of the program. The workshop will include such topics as:

* Reconciling with your bank account (CRUCIAL!)
* Entering transactions
* Splitting transactions
* Scheduling recurring transactions
* Setting up on and off budget accounts
* Entering a check number
* Dealing with cash
* Transferring between accounts
* Creating a buffer (or “living in the next month”)
* Answering questions from DA members (see submission form below)

Who should attend?

This workshop is primarily aimed at those who are already using YNAB and need a refresher or those who have downloaded the software and have a basic understanding of how to use it. You must be able to work on your version of YNAB during the workshop. (We may also create a “dummy” version together during the workshop.)

Please have the following items

* A copy of your November transactions to date from your bank
* The current balance in your account
* A list of items that have NOT YET cleared your account

Second workshop

The second workshop (date to be determined) will focus on the Category side of using YNAB.

PC or Mac?

I will be working on a PC. Most functions are the same between the two systems, but there may be some small differences. If you have Mac-related questions, I will direct you to the YNAB user forum.

About YNAB

YNAB costs $60 but you can download and try it at no cost for 30 days. (There is a free mobile app you can add on to the computer version.)

You are welcome to participate even if you have just downloaded the software. However, I strongly recommend taking the free YNAB classes prior to this workshop. They will give you a basic understanding of the software. Otherwise, this workshop may not be helpful for you.

Disclaimer: I do not receive any financial or other payment from YNAB.

About my YNAB experience

I have been using YNAB since November 2009 and previously used Excel and Quicken. YNAB has been the best tool I have used to keep my numbers. Over the past six years, I have worked one on one with many DA members to help them use YNAB effectively to keep their numbers.

Submit your question

If you have a specific question you would like addressed or a question about the workshop, please submit this contact form:

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