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Budget Nerds · Nov 5, 2025 · 1 hr 6 min

#128 - Setup Your Plan Like a Budget Nerd: Advanced YNAB Concepts

A few episodes ago, Ben and Ernie walked through how to set up YNAB for the first time, focusing on the basics. Today, by popular request, they are covering the advanced setup, exploring every feature YNAB has to help you setup a spending plan that fits with your life. There's a lot here, so strap in nerds! As with episode #123 on the basic YNAB setup, this episode relies heavily on screensharing of the YNAB app, so we recommend heading over to YouTube to watch the video version of the podcast. Follow Budget Nerds on YouTube Budget Nerds Livestreams: https://www.youtube.com/@YNABofficial/streams Budget Nerds Episodes: https://www.youtube.com/channel/UCuIUGmbCDklkDCDm-cQqv2g Share your YNAB wins with Ben and Ernie! budgetnerds@ynab.com

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A few episodes ago, Ben and Ernie walked through how to set up YNAB for the first time, focusing on the basics. Today, by popular request, they are covering the advanced setup, exploring every feature YNAB has to help you setup a spending plan that fits with your life. There's a lot here, so strap in nerds!

As with episode #123 on the basic YNAB setup, this episode relies heavily on screensharing of the YNAB app, so we recommend heading over to YouTube to watch the video version of the podcast.

Follow Budget Nerds on YouTube

Budget Nerds Livestreams: https://www.youtube.com/@YNABofficial/streams

Budget Nerds Episodes: https://www.youtube.com/channel/UCuIUGmbCDklkDCDm-cQqv2g

Share your YNAB wins with Ben and Ernie!

budgetnerds@ynab.com

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