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

Beginning Balance

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Ydab

So I have a revenue category group and then I'll have the clients major revenue streams as subcategories. And so when money comes into the business, it flows directly into that envelope. Now, now there are cases where if I have a client who's, they sort of have mice or a certain flavor of anxiety or a certain level of meticulousness. They might say, I want the revenue from that stream to fund that expense. So we'll almost treat the revenue categories as little ready to assign. Yeah. Makes sense.

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