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Elizabeth Starr Harden, LLC

personal money coach

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Toolkit for YNAB Reports Screen Settings

Welcome to this multi-part tutorial series on the Toolkit For YNAB open source companion browser plugin for YNAB [You Need a Budget] -- my preferred budgeting tool. Part 1: Toolkit for YNAB -General Settings walkthrough Part 2: Toolkit for YNAB -Account Screen Settings Part 3: Toolkit for YNAB - Budget Screen Settings Part 4: Toolkit for YNAB - Report Screen Settings (you are here) Also check out my other tutorials, articles, my YouTube Channel. One of the few advantages to the new web-based YNAB (from my personal perspective, of course), is being able to customize many little tweaks here and there. This is accomplished with the help of a handy browser plugin called Toolkit for YNAB. The plugin is available for both Google Chrome and Firefox. It is not available for Safari. Hate the ever-present Help Button? The Toolkit for YNAB lets you hide it! Need a better way to switch between your personal and business budgets? You got it! The Toolkit makes it super simple. Watch … [Read more...]

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Toolkit for YNAB – Budget Screen

Welcome to this multi-part tutorial series on the Toolkit For YNAB open source companion browser plugin for YNAB [You Need a Budget] -- my preferred budgeting tool. Part 1: Toolkit for YNAB -General Settings walkthrough Part 2: Toolkit for YNAB -Account Screen Settings Part 3: Toolkit for YNAB - Budget Screen Settings (you are here) Part 4: Toolkit for YNAB - Report Screen Settings (coming soon) Also check out my other tutorials, articles, my YouTube Channel. One of the few advantages to the new web-based YNAB (from my personal perspective, of course), is being able to customize your budget with little tweaks here and there. This is accomplished with the help of a handy browser plugin called Toolkit for YNAB. The plugin is available for both Google Chrome and Firefox. It is not available for Safari. Miss the Buffer? Hate the Age of Money display? Like the goals but want a little more functionality or transparency? Those features and many, many more area addressed in the … [Read more...]

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Toolkit for YNAB – Account Screen Settings

Welcome to this multi-part tutorial series on the Toolkit For YNAB open source companion browser plugin for YNAB [You Need a Budget]* -- my preferred budgeting tool. Part 1: Toolkit for YNAB - General Settings walkthrough Part 2: Toolkit for YNAB -Account Screen Settings (you are here) Part 3: Toolkit for YNAB - Budget Screen Settings (coming soon) Part 4: Toolkit for YNAB - Report Screen Settings (coming soon) Also check out my other tutorials, articles, my YouTube Channel. One of the few advantages to the new web-based YNAB (from my personal perspective, of course), is being able to customize many little tweaks here and there. This is accomplished with the help of a handy browser plugin called Toolkit for YNAB. The plugin is available for both Google Chrome and Firefox. It is not available for Safari. Still write paper checks and missing the Check Number column? That's a yes and yes from us! Or what about that handy Auto-Distribute button for split transactions in YNAB4? … [Read more...]

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Toolkit for YNAB – General Settings walkthrough

Welcome to this multi-part tutorial series on the Toolkit For YNAB open source companion browser plugin for YNAB [You Need a Budget]* -- my preferred budgeting tool. Part 1: Toolkit for YNAB - General Settings walkthrough (you are here) Part 2: Toolkit for YNAB - Account Screen Settings Part 3: Toolkit for YNAB - Budget Screen Settings (coming soon) Part 4: Toolkit for YNAB - Report Screen Settings (coming soon) Also check out my other tutorials, articles, my YouTube Channel. One of the few advantages to the new web-based YNAB (from my personal perspective, of course), is being able to customize many little tweaks here and there. This is accomplished with the help of a handy browser plugin called Toolkit for YNAB. The plugin is available for both Google Chrome and Firefox. It is not available for Safari. Hate the ever-present Help Button? The Toolkit for YNAB lets you hide it! Need a better way to switch between your personal and business budgets? You got it! The Toolkit makes … [Read more...]

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Getting Off the Float – YNAB Tutorial

So you've discovered that you're riding a credit card float. Sure, it's a bummer but it's not all bad news. In fact, to point out the obvious: the only thing that has changed is your level of awareness. Before: I pay my credit card(s) in full every month and never incur interest charges or fees. What could possibly go wrong? Now: Ack! I'm borrowing against my next paycheck to pay for current expenses. Awareness, my friends, is half the battle. The next step is to get off the credit card float. The following tutorial details exactly how to set up your accounts and the steps to follow each month until you get off the float. This tutorial is for users of the new You Need A Budget (YNAB) web-based subscription software (sometimes referred to as nYNAB). I'll be following up with a tutorial for YNAB4 users soon. The idea is the same but the setup is different. Let me know if you have questions. If this tutorial is helpful, a kind word in the comments would not go amiss. Float Loan … [Read more...]