YNAB End Of Month - Reconciling, Overspending & Rollovers

Here are the 4 things you need to do at the end of each month in YNAB to save time and set up your budget for next month.

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What should you do to prepare for the next month in YNAB? Should you cover overspending? Reconcile your accounts? Rollover money in your categories or move it somewhere else? That's precisely what I cover in this video: The 4 things you need to do at the end of each month in YNAB.

Quick Jump Sections
0:40 Step 1: Reconcile your accounts
4:19 Step 2: Deal with overspending
8:32 Step 3: What to do with leftover money
12:16 Step 4: Budget as far as you can into next month
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