End of the Month Close-Out Routine in YNAB | reconcile, rollover, & review | April 2021 Budget Recap

Hi Friends! In this video, I walk you through my monthly budget routine and recap for April 2021! I use the YNAB software system to do this.

#budgetrecap #ynab #april2021budget

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My Situation/Context: If you are new to my channel, I'm a 23-year-old woman living at home for pretty cheap ($400/m) while working full time. I recently paid off $28k in student loans and since Fall 2020 have focused on investing and building a strong foundation for F.I. Every two weeks, I budget my paychecks into YNAB on camera, and at the end of every month I review my spending and saving for the month as well as provide a net-worth update! Scattered between those videos are other ones also focused on investing, YNAB, or other personal finance related topics.

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-You can also see a complete breakdown of the functionality and how it works by watching this set-up guide video: https://youtu.be/1j6_ZUG4RiE​

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*Disclosure: I only recommend products I actively use myself. This post may contain affiliate links that at no additional cost to you, I may earn a small commission/reward.I am also not a financial advisor. Everything discussed and shown here is for entertainment purposes only.

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Timestamps:
0:00 - intro
0:25 - overview of steps
0:40 - step 1&2: reconcile on-budget and tracking accounts
2:39 - step 3: cover overspending & move money around
7:24 - step 4: review income, spending & saving
10:29 - step 5: net-worth check-in
11:11 - step 6: record money wins/notes
13:10 - step 7: review next month's budget
15:25 - outro & coming soon to a theater near you

Видео End of the Month Close-Out Routine in YNAB | reconcile, rollover, & review | April 2021 Budget Recap канала Gen-Z Finance