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The Jesse Mecham Show

246 - A Report on Reports

The Jesse Mecham Show

YNAB

Kids & Family, Education

4.71.1K Ratings

🗓️ 17 October 2016

⏱️ 3 minutes

🧾️ Download transcript

Summary

A special podcast, because reports are here.

Transcript

Click on a timestamp to play from that location

0:00.0

Hello, Wine Ebers, my name is Jesse Meekham and this is a special podcast, a special report on reports.

0:16.4

This is where we teach you four rules to help you stop living paycheck to paycheck, get out of debt

0:20.5

and save more money.

0:22.8

The question is, will reports in the new Wineab

0:26.6

that isn't filling so new anymore?

0:28.6

We launched it at the beginning this year,

0:30.0

but will reports help you get out of debt save more money and break the paycheck to paycheck

0:36.3

cycle?

0:37.3

We sure hope so because they are live.

0:40.1

So log in to Wyanab.

0:42.4

Go to app.

0:43.0

unit to budget.com and you will see the reports tab on the left side

0:46.1

in its normal place if you're familiar with WINAB 4.

0:49.3

And you'll see some reports with which you should be fairly familiar. My favorite report is the budget screen.

0:56.0

Everyone knows that. But if I had to pick an actual report in that report section,

1:02.0

I personally like the Income versus expense report because I was born and raised an accountant and that thing is essentially your personal P&L or profit and loss statement.

1:12.0

It's a cash flow statement. It means that there are

1:14.1

sometimes where you could be negative in that month because you were saving up for a

1:19.4

big vacation that you spent the money. Or maybe you go negative in December because you're

1:23.2

spending money that you've saved for all year for the holidays. So negative in this

1:26.8

sense does not mean bad. You got to make sure you recognize that. But I still love

1:30.6

that report because I like the big table of data tells you a lot.

...

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