Delete all the uncleared transactions before your make the fresh start and enter them into the newly created file. Manually enter all your balances into each account. Let me just say that if you do decide to make a Fresh Start, you will have to: Unfortunately, I cannot write a new instructional post tonight. It is so different and I am not at all happy with the new process now. There is really no need to create a new file for the current year. I actually just deleted my old post as it is no longer relevant. I had written a post last year about how to do the Fresh Start in YNAB, but I just went through the process and it’s entirely different now. 
Posted in Bank Reconciliation, Cash, Components, Living in the Next Month, Spending Plan, YNAB | Tagged debtor's anonymous, spending plan, YNAB, You Need a Budget | 4 Comments If people find this helpful, there will be a second workshop dealing with the spending plan side of YNAB for DA members. There will definitely be time for questions.
Reconciling with your bank account (CRUCIAL!). Entering transactions with and without a check number. NOTE: YNAB calls it a “budget,” so I will use that terminology though we know ours is a spending plan! 🙂 You can either work in your existing YNAB spending plan or create a new plan along with me for the workshop. * A working copy of YNAB on your computer. 
If you cannot make it, I will HOPEFULLY be able to record the call and will post it later, so you can follow along at your convenience.Ĭlick here for a PDF with associated country numbers. No need to register just call in! 2:00 PM EST to 3:30 PM EST This workshop is specifically geared toward the tasks DA members need. I will be conducting a free conference call tomorrow (Sunday, 11/8/15) from 2:00 PM EST to 3:30 PM EST to walk you through the Register portion of using YNAB.
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