Budget Nerds

#102 - LIVE Q&A: New YNAB Features, Cash Only YNAB, Budgeting with Partners, and More!

40 snips
Nov 2, 2024
Join the hosts as they dive into exciting new features of YNAB, including universal direct import capabilities. Discover strategies for embracing a fresh budgeting start and learn how to navigate financial partnerships effectively. The discussion highlights the importance of aligning financial goals with personal values and explores the intriguing concept of the 'age of money.' Engage with budgeting success stories from FanFest as they encourage viewers to rethink their financial habits. Get tips for intentional spending and proactive planning!
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ADVICE

Fix Direct Import Issues

  • If you've had direct import issues, try removing and re-adding the connection.
  • YNAB's universal direct import search now offers access to all available bank connections, potentially resolving past issues.
ADVICE

Restarting YNAB

  • Start a new budget for a completely fresh YNAB experience.
  • Choose "Fresh Start" to keep existing categories and data but reset spending history.
ANECDOTE

FanFest Experience

  • Ernie and Ben share their positive experience from YNAB's FanFest 2024.
  • They enjoyed connecting with other users, sharing stories, and celebrating budgeting wins.
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