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Making Sense of Your Money

Making Sense of Your Money will help you take a thoughtful approach to learn how you relate to money and the best ways you can move forward after you have everything organized. 

If you are looking to set or reset your financial foundation and approach your money with purpose, this is a great place to start!

This is a great way to begin making sense of your money and allows you to go at your own pace and time.

This step-by-step course shows you exactly how to set up and use YNAB (You Need A Budget) to take control of your finances. You’ll learn how to organize accounts, create categories, track spending, pay down debt, and trust your plan. By the end, you’ll have a working budget and the confidence to manage your money with clarity and ease.

What You’ll Learn

  • Getting Started 

    • Gather your information and set up your YNAB account the right way

    • Understand the YNAB application and its key features

  • Building Your Foundation 

    • Set up spending and tracking accounts

    • Think through your spending habits and priorities

    • Create categories, targets, and structure for your plan

  • Working Your Plan 

    • Assign money, move money, and make adjustments with confidence

    • Manage credit card transactions and debt repayment

    • Reconcile and review your transactions regularly

  • Staying on Track 

    • Use YNAB’s reporting tools and the Reflect option to monitor progress

    • Trust your plan and adjust as life changes

  • Next Steps & Support 

    • Strategies for paying down debt faster

    • Options for continued YNAB education

    • How to access additional 1:1 personal coaching if you want more guidance after completing the course. This course can save you coaching time over the long run.

 

Who This Course Is For

  • Anyone new to YNAB who wants a simple, clear setup process

  • Budgeters who’ve tried before but need a fresh start

  • Individuals and families ready to get organized, pay off debt, and take control of their money

By the end of the course, you’ll have a fully working budget, a clear picture of your spending, and the confidence to make your money work for you.