I will set up and optimize your ynab budget for financial success
Real Estate and Property Management Bookkeeper, QBO Expert
About this Gig
Professional Bookkeeping, Accounting & YNAB Budgeting Services
Struggling to stay on top of your finances with YNAB (You Need A Budget)?
I'm here to help you take control and make your money work smarter!
Hi, I'm a budgeting and bookkeeping specialist with real-world experience helping individuals and small businesses master YNAB. Whether you're starting from scratch or refining your setup, I'll make the process simple and stress-free.
Here's what I offer:
⭐ Custom YNAB budget setup
⭐ Bank, credit card & LOC transaction importing
⭐ Expense tracking & analysis
⭐ Goal-based planning
⭐ Optimized categories & structure
⭐ Split transactions
⭐ Bank, credit card, and LOC reconciliation
Perfect for:
Individuals ready to take charge of their finances
Small business owners need simple, effective bookkeeping
Anyone who wants to make the most of YNAB!
Let's get your finances in order. Send me a message and let's chat!
Time horizon:
Monthly Budgeting
Tracking method:
Software-Based Tracking (Quicken, YNAB, Mint)
Language:
English
Target country:
United States
FAQ
Do I need a YNAB subscription to use your service?
Yes, you need an active YNAB subscription or trial. I can help you get started with the trial if needed
Will you help me plan to pay off debt?
Yes, debt and loan payoff planning is included in the Standard and Premium packages.
