Help/My Income/How do I use the income wizard?
When you sign into budgetEDGE for the first time, you will be taken to the income wizard.
- Step 1: Enter the name of the place you work. This is the name of your current employer e.g. PWC, Wal-Mart, Old Navy, etc. Next you will have to enter your last paycheck amount. This is the amount of money you took home after taxes. Click on the 'Continue' button to go to step 2.
- Step 2: Select your last two pay dates (the dates for when you received your last 2 paychecks). budgetEDGE uses these dates to determine how often you get paid and sets up your Budget Sheet accordingly. You can also click on the 'Go to the advanced income setup' link to see more options. Click on the 'Continue' button to go to step 3.
- Step 3: Verify the information you have entered and enter your checking account balance. Your checking amount balance is the amount of money you have in your checking account today. Click the 'Finish' button to save your income information and move to the dashboard, or click on the 'Add Another' button to add another source of income.
You can add more incomes by clicking on the 'Options' link on your Budget Sheet panel and selecting 'Income wizard'.
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