Whether you’re just getting started with YNAB or deep in the weeds, I’m here to help.

You’ve heard of YNAB. Maybe you’ve even been using it for a while. But it can all be a bit overwhelming and sometimes we just need a bit of help getting started (or starting again!)

That’s why I offer two simple ways to get help:

One for getting started
One for cleaning up what’s already there

Both are personal, 1:1, and pay-what-you-can.

How It Works

  1. Choose your path – YNAB Setup or Audit (more on each below)

  2. Book a conversation – Let’s chat to get the ball rolling.

  3. We meet meet for our Setup or Audit Session.

  4. You pay what you can – Afterward, via Buy Me a Coffee

YNAB Setup

For budgeting beginners who want help setting up your budget from scratch.

Starting YNAB can feel like trying to build IKEA furniture without instructions. What accounts should you connect? What categories do you even need? And what does “give every dollar a job” actually look like in real life?

In our setup sessions, we’ll:

  • Look at your financial ecosystem

  • Create categories that make sense for your life

  • Assign dollars with intention

  • Get your spending plan up and running

This is usually more than one session, but we’ll take it one step at a time. You’ll always know what to do next.

Cost: Pay what you can.

Next Step: We’ll start with a quick conversation to be sure this is a fit!

Alternatively you can send me a message on Voxer @ Allegra Stein

YNAB Audit

For current users who feel a little (or a lot) off-track.

You’ve been using YNAB. You know the rules. But your categories are kind of a mess, your targets might be off, credit cards are still totally confusing you, or you’re not sure if you’re doing it “right.”

You don’t need a full overhaul, just a fresh perspective and a cleanup.

In your audit session, we’ll:

  • Review your current budget together

  • Identify any confusing or misaligned pieces

  • Clean things up so you feel grounded and confident again

One session is often enough, but if you want more, we’ll keep going.

Cost: Pay what you can.

Next Step: We’ll start with a quick conversation to be sure this is a fit!

Alternatively you can send me a message on Voxer @ Allegra Stein

Not Sure Which You Need?

Just reach out. Tell me a bit about where you’re at, and I’ll help you choose.

 

What clients are saying!

FAQs

  • If you’re brand new to YNAB or haven’t used it much yet, start with YNAB Setup.

    If you’ve been using YNAB but feel disorganized, overwhelmed, or unsure how to make your budget work better, the YNAB Audit is probably the best fit.

    Still not sure? Book a quick free chat.

  • No problem. After our first session, we can talk about whether you’d benefit from another. There's no pressure or obligation to keep going, but if you want more help, I’m here.

  • After our session(s), I’ll send you a link to my Buy Me a Coffee page.

    It’s completely pay-what-you-can.

    There’s no set price - just pay what feels like a stretch but not a hardship.

  • Every session is 1:1, on Zoom, and personalized to your situation.

    We’ll share screens, walk through your budget together, and make real-time changes so you leave feeling clearer and more confident about your spending plan.

  • For the Audit, yes—you’ll need to have an active YNAB budget. As a bonus you’ll get two additional free months on your current subscription!

    For the Setup, it’s okay if you haven’t started yet. I’ll walk you through what you need to get going, including the free trial (plus two additional free months!) if you haven’t used it yet.

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