YNAB EOM

YNAB EOM

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End of Month

1. Reconcile Accounts on left
2. Deal with overspending -> Budget ->
Green – Money Left over
Red – Over Spent in cash or debit
Orange- – over spending – Budgeted but charged to a credit card more then budgeted
– – Short of your goal, not a big deal but use green with extra numbers if possible. If it is important try to find money.
3. Review Money at top for the Budgeted in Future and other at top
4. Deal with Leftover, green numbers with >0. Can leave it and let it roll over. Or you can move it to another item. Or move to be bebudgeted. Start at top and determine these three.

1. Let it roll.
2. Move this month
3. Move to next month

5. Budget any remaining money into the future.

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