Learn about the Budget Income place
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(above).
In the Income place (in Budget Planner), you can identify what regular and unscheduled income you receive. This is the first step in creating a budget. Once you know what money you have, you can make a savings plan, and then determine how you'll pay off debt and expenses.
The Budget Income place includes three places:
- Summary of income by category The top part of the screen summarizes all scheduled monthly income and other (occasional) income by category. It also shows an annual total by category. (An asterisk means the deposit is scheduled to end in less than 12 months.) Information about paychecks and other income that you entered in the Bill Calendar (in the Bills place) is automatically shown here. Click any category in this table to see details below.
- Details of Scheduled Deposits In the lower-left, you'll see how many scheduled deposits (monthly and occasional) are included in the totals for the category you click in the table. Scheduled deposits include, for example, regularly-scheduled paycheck deposits.
- Details of Additional Income In the lower-right, you'll see what other unscheduled income is included in the totals for the category you click. Additional income includes one-time or unplanned income, such as a rebate from a purchase.
From the Income place, you can:
- View your budgeted income and your past income (by category)
- Add a scheduled deposit to any account in your budget
- View or change the details of any scheduled deposit to an account in your budget
- Enter additional unscheduled income for a category in your budget
- Add or remove an income category from your budget
Play the Creating a Budget video.
How do I view my past income by category?
How do I add a scheduled deposit to my budget?
How do I change a scheduled income deposit in my budget?
How do I add unscheduled income to a budget category?
How do I set up an automatic paycheck deposit in the Bills place?
How do I add an income category to my budget?