Join Jack Arnold, CFP®, of AVID Planning in this educational course to create your YNAB account, set meaningful goals, and build a cash flow process that aligns with your values.
At Avid Planning, we believe that your financial life should be focused on building inevitable True Wealth™.
In other words, your finances should be holistically geared toward your unique goals and interests so that you can feel truly fulfilled by your financial decisions.
The truth is that your finances are anything but “standard”. They should revolve around what’s most important to you, and your wealth should be used in a way that brings you fulfillment and balance.
By building a cash flow plan using the app, You Need a Budget, you’re laying the foundation for creating systems for your money that move you toward your goals.
Ready to take control of your cash flow? Sign up now!
Course Curriculum
Available in
days
days
after you enroll
Available in
days
days
after you enroll
- Adding Checking and Savings Accounts to YNAB (8:02)
- Credit Cards in YNAB (4:46)
- Unsupported Banks and Manual Import (3:02)
- Import, Categorize, and/or Approve (5:55)
- Repeating Myself, More Transactions, Money Between Accounts (10:52)
- Returns, Cash, Credit Card Rewards (9:45)
- Reconciliation and Account Balances (6:02)
Available in
days
days
after you enroll
- Inside vs Outside the System Money (5:59)
- Categories, Headers, Budget Set Up (13:49)
- Cash Flow Cascade (8:50)
- How to Know What to Budget and Using the Inspector (4:42)
- Using Goals (2 Videos) (12:54)
- Pre Setting Your Budget (5:13)
- Using a Savings Account for Cash Flow (5:58)
- Daily, Weekly, Monthly Reviews (7:38)
Available in
days
days
after you enroll