The Income section of your EveryDollar budget shows both your Planned Income and the actual Received Income. Your Planned income, which is entered manually, is based on what you think you'll receive or earn this month. Income will show as received when you move an income transaction into the corresponding Budget Item.
*If you're using EveryDollar bank connection with Premium, you'll probably have your income deposits downloaded as transactions from your bank. Skip to Step 5 in Option 1.
Option 1:
1. If you need to manually enter your income transactions, start by clicking "Transactions" in the top right corner.
2. Click Add Transaction button (the blue circle with the white +) in the bottom right corner.
3. Choose Income at the top of the form. You'll notice the box changes from blue to green. Fill in the “Date”, “Amount” and “Merchant” fields in the window that pops up. *You can also choose the Budget Item where the income belongs by clicking “Choose Budget Item.” If you do this, you can skip Step 5!
4. Click the blue "Track Income" button to save the transaction.
5. To track the income and show it as received in your budget, simply drag the newly created transaction and drop it on the appropriate Income Line Item.
Option 2:
1. Click the Income budget item that corresponds with the income you're recording.
2. This will bring up the detail card for the budget item. Click Add Transaction button (the blue circle with the white +) in the bottom right corner.
3. Fill in the “Date” and “Amount” fields in the window that pops up.
4. Click the blue "Track Income" button to save the transaction.
*If the Planned amount is more or less than what was actually earned, edit the Planned amount to reflect accurately. After you have received the money, always make sure the Planned amount equals the Received amount.