I wanted to wait until 2016 came to a close before migrating from my beloved desktop version of YNAB. I am doing a clean and fresh start to 2017 and completely moving over to the new YNAB for both my personal and business budget. I thought it might be helpful for me to document my switch and the process that I will go through to complete this to help any of you resisting the plunge.
Step 1: Reconcile all accounts through 12/31/16 on YNAB 4. (My business is on a cash basis so that means anything that was paid in 2017, regardless of invoice or services rendered date will not need to go into my 2016 reconciliation). [Read more…]