Lynne Somerman
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Getting Started with You Need a Budget

60 min + Q&a

If you’ve signed up for You Need a Budget and got overwhelmed, or your friend Katie won’t stop waxing about it and you’re ready to give it a try, this is the workshop for you.


This workshop was a game changer! I'm actually excited about budgeting. Thank you!

- Rachel L., YNAB 101 student



You Need a Budget - The Workshop!

In this LIVE training, you’ll learn how to:

  • Set up and connect your accounts

  • Customize the categories (how and why)

  • Use goals to:

    • Reduce time spent in YNAB

    • Make it so you don’t have to do math anymore

  • Categorize anything

  • Actually start budgeting - the YNAB way


Weds, October 23, 2019
@ 6:00 PM Eastern Time

All this for only $97 $57?!

Register today - spots are limited so that individualized attention can be given in this live class.


Who’s this workshop for?  

  • You’ve tried YNAB before, but you got frustrated or overwhelmed by setting it up

  • You’ve never used YNAB before, but you know you want to try it out (and don’t want to do it alone)

  • You want to make sure you do it right the first time, and not waste tons of time making mistakes along the way

Who’s this NOT for?  

  • You’ve been using YNAB for a bit, and want to take things to the next level (I made something just for you)

  • You’re looking for one-on-one help, maybe because you’ve got a super specific topic you need individual help with

What my students say:

The YNAB 101 workshop was a game changer! I'd spent hours taking the online mini-workshops, live chatting with customer support and trying to figure out YNAB set-up on my own. I'd given up more than a few times over the course of four months. One hour of your clear, practical explanations was the info I needed to start using the system. I find I'm actually excited about budgeting and checking my YNAB account almost every day. Thank you!

- Rachel L.


Got questions?

+ Do I get a recording of the workshop if I sign up?

Of course! You'll get a link to the replay within a few days of the live workshop.

+ Can my partner and I come together, or do we need to register separately?

Because of the small-group nature of the classes, please register separately. Class sizes are capped to make sure everyone gets time to ask questions, so this ensures we don't overfill classes.

+ What is the refund policy?

Once you register for the workshop, there are no refunds. If you're unable to attend the class live, however, don't fret! You'll get a replay just like everyone else, so you can watch at a time that makes sense for you.

If you'd prefer to transfer your registration to another workshop or upcoming session of the same workshop, email and we'll take care of ya!

+ I can't make any of these times, what do I do?

I get it - live classes are great (until you have a scheduling conflict).

You've got a few options here:

+ I think I need more help than this workshop will cover. Halp?

Got you covered, my friend. Let's connect about how I can help!

+ What is YNAB/which workshop is right for me/I'm confused about something

Email Katie at and we'll get you squared away in two shakes of a lamb's tail.


Can’t make it? Not to worry!

All students who register will get a replay in your inbox.


Click below to be the first to know when I have more YNAB workshops scheduled.

Photo by Kickass Masterminds

Photo by Kickass Masterminds

Your Teacher

Hi! I’m Lynne. I get pretty excited about budgeting. Some info about me:

  • I’ve been using You Need a Budget (YNAB) since 2005. (That’s 14 years, number-phobes).

  • I am an emphatic YNAB fan, and make 100% of my clients use it, and can’t shut up about it any time someone gets even a single drop of pinot noir in me.

  • I’ve helped hundreds of people learn how to use YNAB. It’s sortof my jam.

  • I’m in no way affiliated with YNAB the company, and am not paid to promote their product (though if I was, I’d be typing this from entrepreneur-island in Bali, rather than from my home office in Maine).