Have you ever gotten to the start of a new month in YNAB and wondered... did I miss something here? While YNAB is designed to help keep you on track at the turn of a new month, there are three general steps we encourage users to do each month to wrap up the old and ring in the new. Learn how you can be sure you're nailing the monthly rollover and gaining even deeper clarity on where you stand with your money!
Watch this video for a deeper dive on the reconciliation process:
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TIMESTAMPS:
0:00 Intro
0:53 Step #1: Update your accounts
5:36 Step #2: Adjust the current month
9:18 Step #3: Look forward to the new month
14:08 Outro
14:48 Bloopers
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