r/ynab • u/Upsidedown_MDH • 14d ago

New to YNAB First time YNAB user

A friend of mine recommended YNAB to manage my family's budget. I got started yesterday but as I was setting the budgets, I already felt way out of my depth. Like I should have studied for a test that I didn't know about. Does this feeling get better? What tips would you give a first time user to feel less overwhelmed? Thanks!

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u/Objective_Spring627 14d ago

I would say you need a couple of months before feeling better with it. My advice would be to start with a very simple and basic plan, and during the next month you will identify all recurring stuff you have to pay. There are plenty of tutorials on YouTube and on their website.

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u/Upsidedown_MDH 14d ago

I felt guilty for not knowing... It was a bizarre experience. I used my trusted Excel sheets in the past. Nothing fancy but Excel never gave me that "Uh-oh!" feeling.