YNAB Financial Management System Setup
Budget: ₹600 – ₹1,500 INR
I'm seeking an expert to set up a comprehensive YNAB system for me that will allow for both personal and professional budget management.
Key Requirements:
1. Complete YNAB Setup:
- Incorporate my 3 personal accounts and 1 joint account with my wife.
- Create budget categories for all personal and professional expenses, particularly for setup costs and ongoing costs.
2. Transaction Import Setup:
- Convert my 3 months of bank statements from PDFs into YNAB-compatible CSV files.
- Import all transactions and demonstrate how to do this for future statements.
3. Automation for Recurring Expenses:
- Categorize recurring transactions (like rent and utilities) so YNAB learns them for future imports.
- Provide recommendations for any other useful software.
I'd like my expenses categorized by function (like marketing and operations), and for the freelancer to be skilled in both YNAB and CSV conversion. Experience with budget management and expense categorization is essential. Ultimately, I want to be able to manage my finances independently after the initial setup.
Key Requirements:
1. Complete YNAB Setup:
- Incorporate my 3 personal accounts and 1 joint account with my wife.
- Create budget categories for all personal and professional expenses, particularly for setup costs and ongoing costs.
2. Transaction Import Setup:
- Convert my 3 months of bank statements from PDFs into YNAB-compatible CSV files.
- Import all transactions and demonstrate how to do this for future statements.
3. Automation for Recurring Expenses:
- Categorize recurring transactions (like rent and utilities) so YNAB learns them for future imports.
- Provide recommendations for any other useful software.
I'd like my expenses categorized by function (like marketing and operations), and for the freelancer to be skilled in both YNAB and CSV conversion. Experience with budget management and expense categorization is essential. Ultimately, I want to be able to manage my finances independently after the initial setup.