Running Your Business on YNAB: Mark's Complete Onboarding Process
Beginning Balance
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Y&A Budget
I use a template. And this is why I keep begging Taylor to let me add categories via the API because- Because you need your template spun up real quick. But it does take me all of three minutes to add my default categories. After revenue, I have- Just send Taylor a video of you doing it every time. Don't do that in the Y&A budget screen. It's so wrong. So after cost of goods, I'll have a payroll group. Depending on the client, I'll either be very detailed or not detailed at all with payroll. Very detailed would mean every employee has their own category. Mm-hmm. Oh, I just had this idea
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