I just created a new training video to help YNAB users. This is part two about tracking cash in YNAB.
(Sign up here to get 34 days free to test YNAB.)
In this video, I go over how to track spending cash in YNAB as well as how to reconcile the cash account. In part one, I go into depth about receiving cash. In both videos, I demonstrate how to do split transactions as well.
My blog is now located on the “I Can’t Stop Spending!” website, where I also have a podcast.
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“I Can’t Stop Spending!” site).
Ongoing, I’ll also be posting an inspirational reading from my book, “Getting Out from Going Under Daily Reader for Compulsive Debtors and Spenders.” In this post, it is September 24th: “Time.”
I finally finished my first video to help people with their spending plan! This first video walks you through tracking cash in YNAB. It’s an area that many people find confusing, so I wanted to make a video walking you through the process.
Boy, it was both fun and challenging learning how to animate PowerPoint and getting the video to match the audio. 🙂
It starts off with some discussion about the topic of tracking cash, but you can go right to time stamp 3:13 to see the step-by-step demonstration.
I’d love your feedback on this video. Thanks … and I hope you find it helpful.
If you are a follower of this blog, you know that I am absolutely in love with YNAB software for managing my spending plan. YNAB stands for “You Need a Budget.” It has been a magical solution for many of us working a recovery program as it is an easy to use, virtual envelope system.
Their newest offering appeared just a few days ago. It is a web-based, subscription version that is intended to replace YNAB 4, which lives on your computer and can be saved in DropBox so you can work on it across all your devices through their Android and Apple apps.
The workshop went very well and I’m so excited that the recording worked! Now, aside from my sounding like Daffy Duck, I’m hopeful that this recording can help anyone, even a complete beginner. I really tried to keep it simple and resolve the issues that seem to be problematic for DA members.
Total time is 1:21 (one hour and 21 minutes). The great part is that you can stop and rewind as needed.
I will be conducting a free conference call tomorrow (Sunday, 11/8/15) from 2:00 PM EST to 3:30 PM EST to walk you through the Register portion of using YNAB. This workshop is specifically geared toward the tasks DA members need.
No need to register; just call in! 2:00 PM EST to 3:30 PM EST
If you cannot make it, I will HOPEFULLY be able to record the call and will post it later, so you can follow along at your convenience.
Here is the call-in information:
Dial-in Number: (641) 715-3580
Access Code: 479117
Click here for a PDF with associated country numbers.
What you will need
* A working copy of YNAB on your computer.
* Pen and paper to take notes
You can either work in your existing YNAB spending plan or create a new plan along with me for the workshop. NOTE: YNAB calls it a “budget,” so I will use that terminology though we know ours is a spending plan! 🙂
Here is the Agenda:
- Walkthrough to create a new budget
- Where to save your YNAB Spending Plan
- Auto-download transactions or not?
- Setting up on and off budget accounts
- Entering transactions with and without a check number
- Transferring between accounts
- Dealing with cash
- Splitting transactions
- Scheduling recurring transactions
- Reconciling with your bank account (CRUCIAL!)
There will definitely be time for questions.
If people find this helpful, there will be a second workshop dealing with the spending plan side of YNAB for DA members.
Hope to “see” you there tomorrow!
When thinking about the physical part of my recovery from compulsive debting and spending — tracking my spending — I cannot think of two words that bring me more peace.