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YNAB Template

Navigating Loss

By YNAB
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34
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Losing someone you love is heartbreaking—and on top of the grief, you’re often left to navigate a thousand practical decisions. This template is here to offer a little clarity in the chaos. It’s not meant to be perfect or exhaustive, but it can help you think through the kinds of expenses that may come up in the days and weeks after a loss.

Notes

Use it as a starting point. Adjust what fits. Leave out what doesn’t. And know that you’re not alone—this is one small way to support yourself or someone else through a deeply human moment. You can also use this template to help answer the question, “What can I do to help?” If someone offers support, this list can give you a way to point them toward something tangible—meals, errands, child care, or just picking up some stamps. You don’t have to carry it all.

Template Features

  • Fully customizable
  • Import transactions directly from your bank
  • Invite up to five additional trusted collaborators
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