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YNAB 4 Quick Start Tutorial. Step 1: Install YNAB. To get started, download the free trial and install YNAB. Step 2: Set Up CloudSync. Step 3: Organize your budget categories. Step 4: Create your accounts. Step 5: Budget your dollars. Step 6: Record and track your spending. Step 7: Repeat! Entering Income. Step 1: Go to the account where you will be adding or depositing the money. Step 2: Click Add a new Transaction in the register. Step 3: Enter the Date of the transaction and the Payee. Step 4: Categorize the transaction. Step 5: Enter the amount of the inflow. Step 6: See how the income affected the 30 May 2017 Note: YNAB will link transactions that you've manually input to I've written about how I actually do budget my income instead of using the 20 Jan 2017 Learn how to make changes in YNAB to be able to forecast your set up my categories and accounts in YNAB, go to my YNAB tutorial list here. 6 Aug 2018 Also, is it possible to enter a future payment, for example, if I know I will receive a direct deposit on the The Category to add new money to your budget is "Income:To Be Budgeted". I prefer manual entry over automated. Add new income to your budget by adding a transaction in your account. Use the payee to describe the source of the money. This could be a specific person or business, or something more general like Paycheck. In the category field, select Inflow: To be Budgeted. 29 Aug 2018 Adding new income kicks off a new cycle in your budgeting — once it's entered, you'll give those dollars jobs, then spend (or save!) them based 30 Nov 2017 31 Mar 2010