Lehi, 84043, UT,
United States
YNAB Technographics
YNAB Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by YNAB and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 YNAB employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that YNAB has purchased the following applications: Typeform for Survey and Questionnaire in 2019, Forumbee for Community Management in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems YNAB is running and its propensity to invest more and deepen its relationship with Typeform , Forumbee or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing YNAB revenues, which have grown to $20.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for YNAB intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
YNAB Tech Stack and Enterprise Applications
YNAB Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Typeform | Legacy | Typeform | Survey and Questionnaire | Collaboration | n/a | 2019 | 2019 |
In 2019, YNAB deployed Typeform on its public support site. Typeform serves as the Survey and Questionnaire application to capture customer feedback and support intake on support.youneedabudget.com, providing an embedded web form front end for structured submissions and respondent interaction.
The implementation centered on embedded Typeform forms configured with branching logic, required fields, and custom question flows to align with support triage and product feedback collection. Typeform was configured to generate response notifications and to expose response data for export via standard API and webhook mechanisms, supporting downstream analysis and manual handoff to internal teams. These capabilities reflect common Survey and Questionnaire functional terminology such as conditional logic, form validation, and response routing.
Operational responsibility for Typeform rests with customer support and product teams, with hosting on the support site and a centralized governance process for form templates and field standards. Rollout focused on web embedding and iterative content updates, including documented procedures for response handling and periodic review of question sets to preserve data quality and consistency.
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YNAB CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Forumbee | Legacy | Forumbee | Community Management | CRM | n/a | 2019 | 2019 |
In 2019, YNAB implemented Forumbee to host the YNAB Support Forum, deploying Forumbee as its Community Management platform. The YNAB Support Forum is an active customer community engaging in product and finance discussions where members discuss topics, ask questions, share journals, and get product support, supporting customer support, product and community engagement functions.
The deployment leveraged Forumbee core Community Management capabilities, including threaded discussions, topic categories, member profiles, content tagging, notification workflows, and search, configured to surface product questions and personal journal entries. Administrators organized distinct boards for product feedback, finance discussions, and personal journals, and established moderation roles and content queues within Forumbee to manage community content and prioritize support threads. Forumbee configuration emphasized role based permissions and moderation tooling to maintain conversation quality and member safety.
Operational scope centered on YNAB's customer support and product teams, with the community surfaced on the public support portal at https://www.support.youneedabudget.com/. The implementation defined user roles for members, moderators and support agents, enabling cross functional usage by product managers, customer success and support staff. Community administration was handled through Forumbee's admin console to operate day to day moderation, board configuration and member management.
Governance focused on moderation workflows, community guidelines and a formal thread escalation path to route product related discussion to internal teams. Content categorization and notification rules were applied to drive thread routing and surface recurring product issues for internal review. The implementation used Forumbee as the Community Management solution to centralize customer discussions, journaling and product support within YNAB's support function.
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IT Decision Makers and Key Stakeholders at YNAB
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Apps Being Evaluated by YNAB Executives
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