How to use Budget Add an income budget item

To create a new income budget item please follow the steps below.

Step 1: Select Add Income

From the Budget Overview select the add income button, this will take you to the form, so you can add all the necessary details.

Select the add income button

Step 2: Choose Account

Choose the account the income will go into. If you need to add a new account please review our getting started page.

Choose the account

Step 3: Set Details

Set all the required information, at a minimum we need to know the frequency, the start date and the amount. The amount should be the value you receive after any local taxes.

Set the budget item details