How to add & edit cashflow income

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Your cashflow income is set up from your budgets, then you can adjust it. You can also add income here without linking it to a budget.

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1. Adding income

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There are two ways to add income:

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• From a budget - when you create an income budget, we add that monthly amount to your cashflow forecast
• Manually - tap Edit your cashflow, then the + next to your income. Enter the name, amount, how often, and start date. You can link it to a budget if you want

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If you have one-off income, like a bonus, use the same add screen and set How often? to one-off. It only appears in the month of the start date.

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2. Total income

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Once budgets and any extra income are in, you'll see your total income at the bottom of the income section.

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3. Edit your income

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Tap the pencil next to an income line to open the edit screen.

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You can change the name if it isn't linked to a budget, the amount, how often it occurs, and the start date.

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• Edit details - updates every month
• Edit just this month - changes only the month you're looking at

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Editing a cashflow line that is linked to a budget does not change the budget itself. Tap Update when you're done.

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4. Delete an income

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Open the income and tap the bin icon in the top right, then confirm.

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For the wider picture, read Cashflow feature overview.

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You're all ready to go 🎉

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Woohoo! You now know how to add and edit income in cashflow. If you run into any issues, feel free to get in touch with us at hello@budgetbuddie.co.nz

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