How do I set financial goals in YNAB?
An example of an AI chatbot conversation about setting financial goals in YNAB.
How do I set financial goals in YNAB?
To set financial goals in YNAB, start by identifying your short-term and long-term goals. What are you aiming to achieve?
I want to save for a vacation and pay off my credit card debt.
Great! You can create a goal for your vacation by setting a target amount and a deadline. For your credit card debt, you can set a monthly payment goal. Would you like help with the steps?
Yes, please guide me through the steps for both.
Sure! For the vacation, go to the 'Goals' section, select 'Add Goal', and enter your target amount and date. For the credit card, do the same but choose 'Debt Payoff' and input your monthly payment amount.
That sounds easy! What if I need to adjust my goals later?
You can easily adjust your goals anytime in the 'Goals' section. Just select the goal you want to change and update the details.
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