Free, live workshops
Join a class and master the art of managing your money with the help of an expert teacher.
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(Live captioning available upon request.)
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Special Uses
Working with Variable Income
It’s hard to get a handle on cash flow when your income varies from month to month. But you can have complete confidence in spending even when you don’t know when you’ll get paid again. YNAB has helped countless other freelancers, commission sales, and gig workers gain total control of their finances. What are you waiting for?
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Special Uses
Customize Your Categories
YNAB isn’t one-size-fits-all, and there’s more than one way to organize and view your plan. Your YNAB set up should reflect your unique lifestyle, savings goals, and spending priorities. In this workshop, we’ll explore how to match your YNAB layout to your needs and build a template that makes sense to you!
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Getting Started
Build Your YNAB Routine
It’s time to establish a YNAB routine so you can spend with confidence and reach your goals faster! We’ll cover adding transactions, account reconciliation, and making adjustments along the way.
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Special Uses
Open Q&A
It’s natural for questions to pop up as you get the hang of YNAB. If you are hungry for more learning after “Get Started with YNAB” join this Live Q&A with one of our expert teachers. Show up with specific inquiries or simply learn from others. This is a judgment-free, sky’s-the-limit zone.
Building Savings
Level Up Your Savings
It may not feel like it yet, but you have power to live the lifestyle you want and prepare for your future. Our friendly teachers will equip you with tools to become a star saver and build a pile of cash. We’ll walk you through how to set up savings targets, handle your savings account in YNAB, and save without feeling restricted. Ready to level up?
Special Uses
Managing Money with a Partner
Let's get you and your partner on the same money page! We’ll show you the step-by-step mechanics of setting up YNAB for your specific situation (whether you have joint accounts, separate accounts, or a hybrid) and outline how to have better conversations about money. Get ready to take your finances (and relationship) to a better place!
Debt & Credit Cards
Manage Credit Cards and Eliminate Your Debt
Our teachers will show you the tried-and-true way to handle credit cards in YNAB, and they’ll guide you through eliminating the dark cloud of debt from your life using the the YNAB Method. Say goodbye to the stress and uncertainty debt causes!
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Getting Started
Get Started with YNAB
If you’re not sure where to begin with YNAB, tune in for a live session with our friendly teachers. They’ll take the stress out of managing your money and save you time with fun, step-by-step guidance. You’ll leave with a ready-to-use spending plan and the confidence knowing you’re set up for success. Let’s do this!

Special Uses
Transitioning from Mint to YNAB
Change can be tough. But it can also be an opportunity for something better! Tune in for a live session with an expert teacher to get YNAB up and running and to see for yourself a better way of managing your money.
What are the workshops like?
Personal
Get practical, hands-on instruction, alongside just a dozen or so other aspiring YNABers.
Focused
Designed around targeted subject matter, you can dive in wherever makes the most sense for you.
Interactive
Ask live questions and interact directly with an expert teacher who is invested in your success.
Quick
No need for a huge time commitment. Drop in whenever you like!