7 Advanced YNAB Techniques

If you've been using YNAB for awhile and ready to take things to the next level, this video is for you. I'm covering a number of common questions and scenarios I get from folks who have more complicated or advanced situations with their budget. If you've ever wanted to track lots of things, pull in old transactions, move accounts on/off budget, or track investments, just use the timestamps below to get your questions answered.

YNAB Resources:
Get personal 1:1 help from me here: https://mappedoutmoney.com/coaching/
Investment Spreadsheet: https://mappedoutmoney.com/wealthcalc
YNAB Getting Started Beginner's Checklist: http://mappedoutmoney.com/ynab-checklist/
YNAB Affiliate Link for a free trial: https://mappedoutmoney.com/ynab
All my YNAB videos: https://www.youtube.com/playlist?list=PLHokQCjONqvY6Jk38CV5avo4Di94SMwK8
Formatting CSV files for YNAB: https://docs.youneedabudget.com/article/921-formatting-csv-file
Reconciling YNAB Video: https://youtu.be/scCFWu8-RmI
Multi-Account Guide: https://youtu.be/N4SQzxTZ1uQ

In this video I'll cover:
0:00 - Intro
0:24 - 1) Tracking money you lend to someone
5:16 - 2) Tracking money you borrow from someone
8:26 - 3) Moving accounts on/off budget
13:49 - 4) Importing historical transactions from before you started
24:24 - 5) Tracking Paycheck Deductions
31:00 - 6) Advanced Investment Tracking
36:17 - 7) Values Based Budgeting

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