Financial Wellness by YNAB
Boost your benefits package with YNAB’s money management app and system.
The mental health benefit you didn’t know you needed
Increase workplace happiness
Kick team turnover to the curb
Build a benefits package to write home about
An award-winning money management app and method
When you sign up, your organization will have access to world-class education programs, financial coaching, live workshops, and an award-winning customer support team.
Free roll-out guide
You’ll receive a step-by-step guide to roll the program out to your employees. All the work is done for you with customizable templates and printable resources so you don’t have to do any heavy lifting.
Encourage employee participation with an easy-share link, submit questions to our dedicated Wellness Specialists, and see how many team members are using YNAB on your organization's portal.
Gain access to our dedicated Client Success Managers who are available to answer questions and make sure you get the most value out of the program.
Tools you can trust
Your employees’ data is private—it’s theirs and only theirs. Your organization will not be able to see your team’s personal budgets. We will never sell user data of any kind.
Invest in your team, your way
Supercharge your employee benefits package with a perk that works
Everyone carries financial stress—and employees carry it right into work. Financial Wellness by YNAB can help your team gain total control of their money and build a truly “Great Place to Work.”
Financial Wellness by YNAB FAQs
Our survey of over 3,000 full-time workers in the US who use YNAB showed that employees who use YNAB carry less financial stress than the general full-time population. You can dive into the data in our Employee Financial Wellness Survey Report. The proof is in the pudding.
Financial Wellness is designed for YNAB to do the work—so you don’t have to. From the time you sign up, we make it easy to manage the program from your rollout guide and streamlined Dashboard. Your team will also have immediate access to our vast pool of financial education resources.
For Enterprise customers, we also provide quarterly engagement email templates, team challenges, and workshop invitations to encourage employee engagement beyond your personalized Launch Event.
We’re firm believers in the power of community. Maybe your team would like to do a More Money Challenge together, create a YNAB: The Book book club, or simply have a monthly lunch check-in to celebrate and support each other’s progress. Whatever your team is looking for, we can help make it happen!
We encourage you to get to know YNAB for yourself! Try YNAB for free for 34 days to get a crystal-clear view into what your employees will experience when they sign up for YNAB through your workplace.
Your team can smoothly transition their YNAB account to a plan paid by your workplace! During rollout, these team members will be able to sign into an existing account and automatically receive a prorated refund for the remaining time on their personal subscription. They’ll continue using YNAB just like they always have! No starting from scratch going on around here.
We're so glad you asked! This page has been designed to answer all the questions your employer might have, and we recommend you send them an email requesting this benefit! You can find templates near the bottom of the aforementioned page. If you'd prefer to have us reach out, email our Wellness team at email@example.com, and one of our team members will be in touch!
Oftentimes, yes! Ask your benefit provider if you can use Wellness funds to pay for YNAB for your employees.