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Elizabeth Starr Harden, LLC

personal money coach

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How to Merge (combine) your YNAB categories in 3 Simple Steps

Make sure you’re clear about what your goal is before you start. If you have several categories to be eliminated, complete all three steps for a single category before proceeding to the next category. Trying to combine steps could result in a hairy, tangled mess. [The new web-based YNAB’s lack of “walled months” makes it impossible to pick apart what went wrong, where puzzles. Ignore my advice at your own peril. Terminology: Host category – the category that will remain and be … [Read more...] about How to Merge (combine) your YNAB categories in 3 Simple Steps

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Toolkit for YNAB – Budget Screen settings

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 … [Read more...] about Toolkit for YNAB – Budget Screen settings

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Toolkit for YNAB – Account Screen settings

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 … [Read more...] about Toolkit for YNAB – Account Screen settings

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Toolkit for YNAB – General Settings walkthrough

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 … [Read more...] about Toolkit for YNAB – General Settings walkthrough