Financial Wellness by YNAB
Boost your workplace benefits package with YNAB’s money management app and system.

With Financial Wellness by YNAB, you can
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Improve Employee
Well-Being -
Help Your
Organization Thrive -
Reduce Employee
Turnover
The Mental Health Benefit You Didn't Know You Needed
When employees are stressed about their personal finances, they’re more likely to be distracted at work and go on the hunt for higher pay. Lift the burden from your team’s shoulders with a money management app and proven method that helps your team tackle their financial stressors.
Without money worries, they’re free to do their best work.

Spark a Great Reengagement at Your Workplace
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Kick Team Turnover
to the CurbHelp employees thrive with less financial stress and enjoy higher retention rates.
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Increase Workplace Happiness
Build a truly “Great Place to Work” by improving your team’s financial well-being at work—and at home.
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Build a Brag-Worthy
Benefits PackageYour employees’ data is private—it’s theirs and only theirs. We never sell user data of any kind.
Eliminating Financial Stress is Our Bottom Line
In a recent PwC survey of full-time U.S. workers, 45% of employees were stressed about their personal finances during work hours. It’s the #1 cause of distraction for your team!
We did a survey of 3,000 full-time workers who had a whole different approach to financial health. They use the YNAB app and Method to manage their money and fund the future they want.
- 93% of budgeters could cover a $1,000 emergency.
- 79% could cover basic expenses if they were out of work for a month.
- Only 2% have ever requested payday advances.
Empower Your Employees Through Less Money Stress
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. Leave it to YNAB to guide your employees through customizing our wealth-building tool, overcoming financial challenges, and achieving their financial goals.
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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.
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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.
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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 employee financial wellness program.
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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.
Flexible Pricing
From small-but-mighty teams to enterprise organizations, our plans are designed to fit like a glove.
Questions about Financial Wellness by YNAB?
Email us at [email protected].
Think Talking About Money With Your Team is Awkward? We Don't!
Your job isn’t to help people experience less financial stress—you’ve got enough on your plate. Leave that to YNAB! Teaching money management isn’t one-size-fits-all, and we specialize in providing individualized education to your team.
How It Works
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1. Connect With Our Team
Introduce yourself and your workplace by email at [email protected].
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2. Boost Your Benefits
Get a custom link and ready-made financial health tools to share with your team.
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3. Become an HR Hero
Your team gains financial balance! Watch stress decrease and retention rise.
Supercharge Your Employer 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.”
The Great Reengagement (verb)
When your employees become happier, healthier, and more engaged in the workplace. Financial stress is off their shoulders and YNAB is at their fingertips.
Take It From These Stress-Free Budgeters
Financial Wellness by YNAB FAQs
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Absolutely! Send an inquiry to [email protected] and we’ll schedule a demo for you.
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We encourage you to enjoy 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 our budgeting app through your workplace.
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That’s really up to you and your team! 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. You’ll also have immediate access to our vast pool of resources to encourage employee engagement.
We’re firm believers in the power of community. Maybe your team would like to do a More Money Challenge together, create a You Need a Budget 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!
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We did a survey of over 3,000 full-time workers in the US with a budget and compared the findings to PwC’s 2022 Financial Wellness Survey. Spoiler alert: employees with a budget carry less financial stress! The proof is in the pudding.
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We’d be happy to discuss bulk pricing. Reach out to us at [email protected]!
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Your team can keep their current budgets and smoothly transition to a plan paid by your workplace! When one of your team members clicks your Wellness signup link, they’ll be able to sign into their account and automatically receive a prorated refund for the remaining time on their personal subscription. Their subscription will then be covered by your Financial Wellness by YNAB plan, and they’ll continue using their private budget just like they always have! No starting from scratch going on around here.
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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! We have templates for you here.
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Sure can! YNAB Founder Jesse Mecham loves to speak with fellow business leaders about the power of budgeting. Get a sense of his presence on the YNAB Podcast and Beginning Balance Podcast, or send us a request at [email protected].
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We’ve got you covered! Feel free to reach out to us with questions about how to get started with your employee financial wellness program: [email protected].