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You Need A Budget: A Technical Crash-Course

In this 90 minute workshop, you’ll learn:

  • What is You Need a Budget (YNAB) and how to know if it’s the right budgeting tool for you
  • How to get started using YNAB
  • How to budget your money the YNAB way
  • What to do, when, and how often to make sure it sticks
  • How to make a separate budget for your business

You’ll leave with:

– A recording of the presentation for future reference

– Links to download PDFs of suggested budget categories for both your personal and business budgets

 

Recommended but optional:

– Bring a laptop and work on your budget as we go along

– Sign up for a free trial of YNAB ahead of time

– Read about YNAB to decide if this tool feels like a good fit for how you work

 

This workshop is ideal for new users to YNAB (or those who signed up for a trial but then got lost), but will also have benefits for existing users who want to learn how to make sure their foundations are solid.

Presenter:

Lynne Somerman is a financial coach specializing in working with the self-employed. She’s been using YNAB since it was a complex spreadsheet being hawked in Reddit forums (about 13 years) and has been teaching it to others for most of that time.

Due to the COVID-19 Pandemic CEI offices are closed to the public. CEI staff will be working remotely and want to hear from you! Please reach out to your CEI contact regarding scheduled meetings and/or any questions/concerns. Click here for a list of COVID-19 Business Resources.
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