I’m just beginning, and I have to admit, I’m confused. I am just at step 4, I think. I want to add my monthly income but can’t for some reason. Any advice would be appreciated.
Each time you enter a transaction you’ll need to specify whether it’s an expense, income, transfer or debt. In this case, choose Income, enter the details, and then be sure to choose “schedule” to make it a recurring transaction. This will add the money to your Account, and make it available for distribution to your spending envelopes.
To allocate it for spending you’ll want to create a Fill from Available, which takes your available money and assigns it to envelopes.
You can combine these into one step by choosing to Fill from New Income but since most people’s budgets don’t start on payday that could be a little more confusing.
Always be sure to click “schedule this” for a future transaction, even if it only happens once, so that it won’t go into your ledger right away.
Does that help?
1 Like