(though you shouldn t hear anything yet) You can listen through: Computer Speakers Turn them up! Dialing in by Phone Check your !
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- Patience Hood
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1 (though you shouldn t hear anything yet) You can listen through: Computer Speakers Turn them up! Dialing in by Phone Check your !
2 You Haven t Budgeted Like This Improving Workflow
3 GoToWebinar Viewer
4 GoToWebinar Control Panel
5 Type questions here!
6 Click if you can t see the control panel
7 I ll leave time for open Q&A at the end. Please hold all questions until I ask for them. We ll share links to the class slides and recording at the end of the class.
8 Cloud Sync and Mobile Entry Class Outline Manual Entry Importing Reconciliation Adjusting the Budget Software Giveaway! Rinse and Repeat
9 Let s look at a typical week. Sun Mon Tues Wed Thurs Fri Sat Grocery Shopping Buy Gift online Bills paid automatically Gas for the car Dinner out Grocery Shopping Buy clothes RECONCILE!
10 Cloud Sync and Mobile Entry Class Outline Manual Entry Importing Reconciliation Adjusting the Budget Software Giveaway! Rinse and Repeat
11 CLOUD SYNC Sync all your devices - cross platform - to one budget.
12 CLOUD SYNC Windows Mac iphone, Android
13 CLOUD SYNC Check the budget before spending. Enter spending on the go.
14 Let s jump over to the software and take a look!
15 Cloud Sync and Mobile Entry Class Outline Manual Entry Importing Reconciliation Adjusting the Budget Software Giveaway! Rinse and Repeat
16 MANUAL ENTRY in the desktop Great while you re paying bills online
17 MANUAL ENTRY in the desktop Great while you re paying bills online
18 Let s jump over to the software and take a look!
19 Cloud Sync and Mobile Entry Class Outline Manual Entry Importing Reconciliation Adjusting the Budget Software Giveaway! Rinse and Repeat
20 BANK IMPORT Twice a week to catch what you missed
21 BANK IMPORT Catches duplicates Won t import the same transaction twice
22 Let s jump over to the software and take a look!
23 Why enter on the mobile app or desktop if importing brings transactions in? AWARENESS
24 Why enter on the mobile app or desktop if importing brings transactions in? Stay up to date in real time.
25 Cloud Sync and Mobile Entry Class Outline Manual Entry Importing Reconciliation Adjusting the Budget Software Giveaway! Rinse and Repeat
26 RECONCILIATION Make sure what you ve entered in YNAB agrees with the bank account.
27 Why reconcile? In a nutshell: to catch mistakes
28 You can reconcile ANY ACCOUNT. Frequent reconciliation saves time and work.
29 Let s jump over to the software and take a look!
30 What if things don t reconcile? YNAB is doing it s job. It s telling you something is wrong.
31 How can I find the problem? Make sure you enter all spending and income. $75.29 Match transactions line by line with the bank.
32 How can I make reconciliation easier? Reconcile frequently. Reconcile immediately after importing. $75.29 Clear transactions first, then reconcile.
33 Cloud Sync and Mobile Entry Class Outline Manual Entry Importing Reconciliation Adjusting the Budget Software Giveaway! Rinse and Repeat
34 It s okay to keep tweaking your budget amounts.
35 We change plans all the time.
36 We change plans all the time.
37 Budgeted for Groceries: $250
38 Actual Bill: $270
39 Reality: That money has been spent.
40 It s just a question of where the money will come from.
41 Overspending is a normal part of your financial life.
42 Move some things around.
43 What should I adjust?
44 Wants Needs
45 Later Needs Immediate Needs Property Taxes Vet Bills Car Insurance
46 Let s jump over to the software and take a look!
47 If you end up draining a Later Needs category, at least be glad you had the money in the first place!
48 It means you are living on less than you earn.
49 Cloud Sync and Mobile Entry Class Outline Manual Entry Importing Reconciliation Adjusting the Budget Software Giveaway! Rinse and Repeat
50 1. ACCOUNTS 2. BUDGET Keep your transactions up to date Keep your budget up to date
51 1. ACCOUNTS 2. BUDGET Keep your transactions up to date Keep your budget up to date
52 Online Training and Education
53 Software Giveaway The winner today receives: One free copy of YNAB 4 For you if you re on the trial For a friend if you ve already purchased
54 YNAB Community Forums - Quick responses from different perspectives - Good, kind, knowledgeable people - Community support in reaching your goals
55 Please take our survey! We'd appreciate some feedback on these webinars so we can improve them in the future.
56 To purchase YNAB: To contact us about this webinar:
MAKE A PLAN TV411.ORG
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