Adding new income kicks off a new cycle in your budgeting – once it is entered, you'll give those dollars jobs, then spend (or save!) them based on your budget.
Add your income only when you have received it! You'll be more successful with your budget working only with money already you have on hand. Go ahead and set up a scheduled transaction for income you know is coming.
Add new income to your budget by adding a transaction in your account.
- Select the appropriate account.
- Click Add a transaction.
- Use the payee to describe where the money is coming from. This could be a specific person or business, or something more general like “Paycheck.”
- Select Inflow: To be Budgeted for your category.
- Click Save.
Your money is now ready to budget – head over there and give those dollars jobs!
Looking for Income Categories?
All income in YNAB is categorized as Inflow: To be Budgeted. If you would like to track income sources, use different Payees (they'll even be listed separately on your Income v Expense Report!).