YNAB Coaching Services

for users of You Need a Budget software/app

Set up and personalize your YNAB plan to fit your real-life finances
Learn to navigate YNAB as a couple
Organize categories around your priorities, bills, and goals
Connect accounts and troubleshoot common syncing issues
Create a simple routine for entering, matching, and approving transactions
Plan for variable expenses and manage irregular income
Understand overspending, credit card payments, and moving money between categories
Build confidence using YNAB independently—without feeling overwhelmed