The Monthly Rollover in YNAB

Learn what happens when a new month starts in YNAB! Ernie will demo things you can do to make sure your plan is ready to go for the month ahead. Timestamps 00:00 Intro 04:08 Monthly Rollover Checklist 05:08 Step #1 - Reconcile accounts 12:44 Step #2 - Covering overspending / check Ready to Assign 21:10 Step #3 - Credit cards on track 25:35 End of the month considerations 30:00 Next month - after monthly rollover