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.


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.

Our offices remain closed to the public, but we are hard at work!