Adding Income on Mobile

Adding new income kicks off a new cycle in your budgeting. Once it's entered, you'll give those dollars jobs, then spend (or save!) them based on your budget. Add your income only once you have received it! You'll be more successful with your budget working only with money you have on hand.

If you haven't already, you'll need to Add your Accounts to your budget before you can add income. Once your accounts are added, you're ready to add your income 🎉

Adding Income

1

Tap the + Transaction icon.

2

Skip to the Category field, and select  To be Budgeted at the top.

3

Now, enter the amount—which will be green for income (instead of red for spending).

4

In the Payee field, choose or create one that describes the source of the money (typically a person or business).

5

Tap Save Transaction.

Looking for Income Categories?

Income is typically categorized as 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 in the web app.