Welcome to the Client Resources Page

Setting Up YNAB (You Need a Budget)

5 YNAB Beginner Mistakes

An introduction to YNAB and things to think about

Check it out
YNAB vs Other Apps

Learn the differences between YNAB and other apps like Mint

Check It Out
YNAB File Base Imports

Create your 2 files - last 7 days & last 30 days

Create your imports

Session Resources

This session is an absolute blast. Together we'll narrow in on your top money priority and I'll give you all of the tools that you need to get focused and save for your top goal. We'll share a drink and several laughs as you tell me your goals and I share my tips and favorite techniques to help you live the life you love.

Fill out questions in your client workbook ahead of session.
Check out this cute video on 5 YNAB Beginner Mistakes

And this one is about the difference between budgeting in YNAB and other apps like Mint.

YNAB file base imports. Create 2 files - one for the last 7 days and one for the last 30 days. We’ll categorize and set up in session.
Check out this cute video of Hannah creating her template.
An Update to YNAB Goals (2020).
This video from Hannah breaks down the goal types
Check out these cute videos of Hannah getting started.
Getting Started with YNAB | Lesson 3.1
Getting Started with YNAB | Lesson 3.2
Getting Started with YNAB | Lesson 3.3
Learn how to handle transfers to savings with this Nick True video (set aside 30 minutes)
Credit Card Basics
YNAB Credit Card Guide with Nick True
You’ve got a great foundation here with your dreams and your budget that screams “Hell Yes!” to those dreams. You can continue on your own or you can continue on with me. For the next 14 days, you can apply your initial investment towards Profit & Flow.

Email me to make it happen.