Know Exactly What to Do in YNAB, and When

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YNAB Shortcut Guide

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12-page cheat codes from a YNAB Certified Coach.

You make good money. You signed up for YNAB because you wanted clarity.

But your categories feel messy, the colors don't make sense, and every time YNAB doesn't match your bank, you lose an evening (or quit).

You're not bad with money, and you're not doing it wrong. You just need a simple system and one place to look when you get stuck.

Inside the free guide:

  • Daily, payday, monthly and quarterly checklists, so you always know what to do next (the daily one takes 1 to 5 minutes)
  • Targets made simple: which one to use, and when
  • A decoder for every YNAB color, from green and red bubbles to the gray C, green C and lock
  • Plain-English definitions for Ready to Assign, Available, Age of Money and more
  • A step-by-step troubleshooter for when YNAB won't match your bank
  • A 60-item common expenses list, so nothing sneaks up on you

Whether you're brand new or you've hit a wall, this is the guide I wish every client had on day one.

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You'll also get my best tips for making YNAB fit your real life. No spam. Unsubscribe anytime.

YNAB Finally Clicked for Them

"Anita is a total pro with YNAB. I had been struggling to reconcile my accounts for months. In one session, she got everything cleaned up and helped me finally understand how to pay down my credit cards in YNAB. Game changer."



- Kim F., Musician (New York City)

"I quickly realized YNAB had a pretty steep learning curve. She explained everything in a way that finally made sense. Today, I'm essentially debt-free. I don't owe anything on my credit cards, and I have more savings than I've ever had in the 36 years of my life."



- Antonio A.

"Anita is such a calm and supportive voice of reason. Her bite-sized YNAB lessons made budgeting finally click for me."



- Kelly Thomas, Writer & Content Strategist (Cincinnati, OH)

"I am not a natural when it comes to numbers, but with YNAB and Anita's help I've been able to transform my books from a useless embarrassment into a tool that I look forward to utilizing daily."



- David A.

"Anita completely changed how I manage my business finances. What used to take hours now takes 15 minutes. I know where every dollar is going, I'm saving more, and I finally feel in control."



- Corrine T., Private Educator (Brighton, Colorado)

"Her technical knowledge of YNAB and her financial coaching helped take my money management to the next level. I highly recommend her!"



- Kevin H., Musician (New York)

Hi, I'm Anita

I'm a YNAB Certified Coach, and I've used YNAB for more than 10 years to run my personal finances, my business and my rental properties.

There was a time I struggled with credit card debt, paying bills on time and saving for things I cared about. When I didn't give my money a purpose, it found a way to spend itself.

YNAB changed that. It helped me travel the world, pay every bill on time, raise my credit score and buy multiple properties.

Now I help people who earn good money finally feel in control of it. This guide is the shortcut version of what I teach my 1:1 clients.



Stop Guessing. Start YNAB-ing With Confidence.

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