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YNAB Pro for WindowsUser Guide2.5.6
 
Table of Contents
........................................................................................The YNABMethod 6
......................................What are the YNAB Rules?: (And why do I need them?) 7
..................................................................Rule One – Stop Living Paycheck to Paycheck 7.....................................................................................Rule Two: Give Every Dollar a Job 8............................................................................................Rule Three: Prepare for Rain 10......................................................................................Rule Four: Roll with the Punches 11
GettingOur Terms Straight: The YNAB Glossary of Words You Only Thought...................................................................................................You Understood 12
..........................................................................................................The YNAB Glossary 12
..............Starting the YNAB Way: Applying Method to Your Budgeting Madness 15
...................................................................Meet Your YNAB Pro Software 16
.....................................................................................SettingUp Your Software 17
.......................................................................................................System Requirements 17..........................................................................................................Installing YNAB Pro 17...............................................................................Opening YNAB Pro for the First Time 18................................................................................................For First-time YNAB Users 18...............................................................................................For Returning YNAB Users 19
............................................Exploring YNAB Pro: Learning the Lay of the Land 20
............................................................................................................Program Overview 20...........................................................................................................................Menu Bar 21...........................................................................................................The Navigation Bar 22......................................................................................................................The Register 22.......................................................................................................................The Budget 24...................................................................................................................The Scheduler 27..............................................................................................................................Reports 29......................................................................................................Spending by Category 30............................................................................................................Category Balances31
Where theRubber Meets the Road:Tutorials to Get You Started and other .........................................................................................great information 32
......................................................................................Starting Without a Buffer 33.....................................................................................(or the “98% of Us” Club) 33
...................................................................................Step One of Six – Set up a Budget 34................................................................................Step Two of Six: Set up the Register 35..........................................................................................Set up your Register Accounts 35.......................................................................Step Three of Six: Budget your Categories 36..............................................................Step Four of Six: Arrive at a Zero-Based Budget 37
 
..............................................................................Step Five of Six: Track your Spending 38...............................................Step Six of Six: Adjust your Budget throughout the Month 40........................................................................................Now - Create your own Budget! 42
....................................................Starting With a Buffer…Hey, It Could Happen! 43
.......................................................Step One of Seven – Determine if You Have a Buffer 43..............................................................................Step Two of Seven – Set up a Budget 43.........................................................................Step Three of Seven: Set up the Register 44..........................................................................................Set up your Register Accounts 45....................................................................Step Four of Seven: Budget your Categories 46.........................................................Step Five of Seven: Arrive at a Zero-Based Budget 47......................................................................Step Six of Seven: Track your Transactions 48.....................................Step Seven of Seven: Adjust your Budget throughout the Month 50........................................................................................Now - Create your own Budget! 52
....................................................HappyDay! Moving to a Buffer-Based Budget 53
.........................................................................................................Moving Buffer Funds 53
..............................................Using YNAB PRO: Different, but not Difficult 54
......................................................................................Working with the Budget 55
.............................................................................................Getting Started with Budgets 55.............................................................................................Opening an Existing Budget 55........................................................................................................Managing Categories 56........................................................................................................Setting up Categories 56...................................................................................................Budgeting by Categories 57.................................................................................................Budgeting into Categories 58
....................................................................................Working with the Register 60
...........................................................................................................Setting up Accounts 60........................................................................................................Entering Transactions 62.......................................................................................Working with Budget Categories 65..................................................................................Getting Hands-on with Transactions 67.................................................................................................Interacting with your Bank 70
.................................................................................Working with the Scheduler 74........................................................................Perfor ming other Common Tasks 76
.......................................................................................Setting up Next Month’s Budget 76....................................................................................................Backing up Your Budget 77
..................................................Cash, Credit Cards, and the FAQs of Life 79
...........................................................................................................Cash Talks 80
...........................................................................................Option # 1: The Easy Method 80.................................................................Option #2 : Opting for the Straight and Narrow 80
.........................................................................................Handling Credit Cards 82
......................................................................Handling Credit Cards You No Longer Use 82..............................................................Handling Credit Cards You Pay Off Each Month 85
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