Many people have also recreated YNAB’s core features using their own favourite tools, the most popular among which appears to be Google sheets - see, for example: Aspire Budget (c.f. Incidentally, if you don’t use Notion and are hesitant to try YNAB, you could take a look at their guide to building your own budgeting template - this does not require using YNAB at all and can even be made to work pen and paper. Both templates are free to access and replicate. Again, a great starting point, and if it resonates with your kind of setup, it’s definitely worth duplicating and playing with. It does seem that the transactions are missing information about accounts and dates, which could be a little limiting if you wanted to generate a report or a dashboard for a particular period of time. There are explicit instructions on how to update this month-to-month, so do check this out - perhaps it works for what you might have in mind! The second template explicitly accounts for inflows, and is apparently based on this Google sheet. In the first template above, I think the total income is mentioned separately, outside of the database system and the budget covers a part of the total available income. Neither of these templates feature a hierarchy of categories either, which is something that we will attempt to do here. ![]() In particular, I would like the transactions to be dated and tied to specific accounts, and I would also like the system here to account for all the inflows and outflows in my actual system. These are really neat, but the only reason I’m not just duplicating one of them is that what I have in mind looks slightly different from the setups here. Also, there are some nice envelope budgeting systems on Notion already! For instance, you might want to check out the one here by u/sff_fan_17 or the one here by Ben Smith. To be clear, I don’t expect to stop using YNAB, nor do I expect to replicate many of its sophisticated features. I am going to try and create an envelope budgeting system in Notion that is loosely inspired by my use of YNAB. You can dig a little deeper into how YNAB works by looking up their four rules here. The design here revolves around (and goes beyond) what is called envelope budgeting, which basically boils down to this: ![]() YNAB is more than just cataloging transactions and tracking account balances, though. Like most apps in this category, it provides a slick interface to enter all your transactions. r/YNAB) (short for You Need a Budget) is a budgeting application that lets you track and manage your finances.
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