Adding Income

Your income will be entered into the same account in YNAB that it was deposited to in real life. So if your income is deposited into your checking account at the bank, it will be entered into your checking account in YNAB. 

If you haven't had a chance to add an account yet, you'll want to do that first!

It's important to enter your income only when you receive it. You'll be more successful if you work only with the money you already have on hand. Want to plan ahead? No problem—set up a scheduled transaction for income you know is coming and consider giving a Budget Template a try, too!


Adding Income

Add new income to your budget by adding a transaction in your account.

1
Select the appropriate account.
2
Click Add a transaction.
3
Use the payee to describe the source of the money. This could be a specific person or business, or something more general like Paycheck.
4
In the category field, select Inflow: To be Budgeted.
5
In the inflow field, enter the amount of the income.
6
Click Save.

Your money is now waiting in your budget for you to give those dollars jobs!

Looking for Income Categories?

Income is typically 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!).

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