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Revisiting YNAB

January 4th, 2012 at 06:11 pm


I have YNAB on an old laptop that is no longer in use and lives in the closet of our spare (read as JUNK) room. In an effort to meet the New Year with better organization and more conscientious spending, I thought I'd revisit it.

Are there any current YNAB users here who can offer any advice? I was terribly confused the last go around with "supplemental" and "primary".

And here is a new thing. With due diligence, we are starting out the year with all January bills paid. The paychecks in January (6th and 20th) will go toward February's bills, and I will be paying $3,000 towrd the credit card debt, which we hope to reduce significantly this year.

5 Responses to “Revisiting YNAB”

  1. creditcardfree Says:
    1325705585

    Welcome and good luck with YNAB! There are a few who do use, so hopefully they will have some answers for you.

  2. PauletteGoddard Says:
    1325719936

    Do you qualify for a free upgrade to YNAB? The YNAB forum posters have ideas and options for how to treat primary and supplemental income. And Welcome!

  3. frugaltexan75 Says:
    1325726226

    You must have the spreadsheet version. The latest version uses somewhat different terms (actually, it doesn't use supplemental income at all, due to the confusion it caused.)

    The basic difference between "primary" and "supplemental" is that:

    primary = your main income source(s)
    supplemental = ebay sales, swagbucks gift cards, survey income, etc., etc.

    Unless you *really* want to separate those two types out, it won't hurt your budget at all to put any and all income into "primary" and forget about supplemental. Big Grin

  4. ToddR Says:
    1325802747

    They also offer free webinar / online training on their product that are very helpful.

  5. frugaltexan75 Says:
    1325816121

    Todd, I think that is only for YNAB 3 though. It sounds as though she has the spreadsheet version, which, I believe is no longer supported. (I think there is still a forum section for it, and people are always willing to answer your questions - it's just that not very many people will be using the spreadsheet version anymore ...)

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