Entering Income into YNAB

Why is it so hard to find out how to input my paycheck and other money made into YNAB as Income? Seems like everything is put into the category of "To Be Budgeted". That's nice but I want it broken out by WHO my money is coming from and to reflect in the INCOME category. For some reason, this seems to be a mystery......

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  • You enter it all with the category to be budgeted. The income and expense report will separate it by the different payees

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  • Ok, that makes no real sense to me but I'll give it a whirl. 馃檪

  • So I don't need to set any categories under Income? I always thought that Income was part of a budget?

    • Hi Slate Blue Mask !

      Income is part of your budget, but YNAB recognizes income when you categorize it as Inflow: To Be Budgeted.

      We have step-by-step instructions on how to add income in our Help Docs too.

      There are definitely some things you can do on your end to label the different types of inflows. Below are a few examples.

      1. Adding some sort of distinction to the Payee (e.g. "Reimbursement") will alert the Income v Expense report that it was not earned income.
      2. Using the memo field will allow you to easily filter these inflows out.
      3. The flag feature in YNAB allows you to mark a transaction or group of transactions with a particular color. This is most useful to highlight certain types of transactions that aren鈥檛 necessarily the same category, but you could still use it for reimbursements inflows.

      So while all inflows will be added as "Inflow: To be Budgeted", there are different ways for you to label those inflows and easily filter them out.  :)

    • Faness 

      Thank You! I'll go through this and see how it goes. Much appreciated!

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