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 when you have received it! You'll be more successful with your budget working only with money you have on hand.
Here's how to add new income:
- Tap the Transaction Icon.
- Enter the amount as Income. Tap Next.
- 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 the Inflow: To Be Budgeted category.
- Tap Save Transaction.
Your money is now ready to budget!
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!).