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Running Your Business on YNAB: Mark's Complete Onboarding Process

Beginning Balance

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Are You Worried About Losing Historical Categorization?

I think for me, there's sort of an OCD element to this. It's probably just an old habit that is dying hard. So we have this revenue group. We have revenue categories. Money flows into those envelopes directly. I either want it there or not there. Like, like. Are you worried at all about losing historical categorization? You can't mess with your chart in QuickBooks a lot and start over. And so even if I recategorize transactions, I haven't messed up my report.

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