Adding Income on Mobile

Adding income kicks off a new cycle in your budget, no matter where the money comes from—whether it's a paycheck, interest accrued or gift money. Once it's entered, you'll give those dollars jobs, then spend (or save!) them based on your budget. 

Be sure to only 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're just starting out, you'll need to Add your Accounts to your budget before you can add income. Once your accounts are added, you'll be ready to follow the steps below. 🎉

Adding Income

1

Tap the Add  Transaction (+) button.

2

Enter the amount of your income. The amount should be green. If it's red (or if it has a minus sign in front of it), tap the red minus sign toggle to the left of the amount, and it will turn into a green plus sign (good news!).

3

Select the category  To be Budgeted.

4

In the Payee field, choose or create one that describes the source of the money (typically a person or business), but you can also use something more general like  Paycheck, Interest, or Gift Money.

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.