YNAB You Need A Budget

[ckresge]

Can someone give me a suggestion for how to keep my wife's income (as a nanny - she doesn't get year-to-date check stubs) separate from my income? At the end of the year I want to be able to run a report for how much income she made. When I enter her income in YNAB, I choose the Category "Income Available Next Month." And that's the same thing I do with my income. Is there a way I can run a report at the end of the year that distinguishes between how much I made and how much my wife made?

Thanks for any help!

Carl

[jjsouth]

I think what most people would recommend is to do a search for Payee: Wife's employer. That lists all the transactions from that source. I did a test and it totals it nicely on the YNAB screen, but when I printed it, it was weird.

Joyce

[glwc]

Joyce's suggestion is similar to what I do to keep a gross idea of taxable vs non-taxable income, although I also use the check # field for quick sorts. Also, if you export, the register file is easy to resort in Excel so you can customize any report you need.

Gloria

[ckresge]

Thanks for your ideas, Joyce and Gloria.

Question for Joyce: To use your suggestion, I would have to deposit my wife's check separately, correct? I usually deposit it together with other checks and record it as one split transaction. But on a split transaction, you can only have one Payee - so searching for Payee: Wife's employer doesn't work on a split transaction.

Question for Joyce: I don't understand what you mean by using the check # field for quick sorts. I can't even find a check # field . . .

Carl

[Trevor]

The check number field doesn't display by default. You have to click on the tiny little gear icon and then check of the fields that you want in the register.

Enabling optional fields

optionalfields.jpeg (29.4 KiB) Viewed 242 times

[woodnboats]

How about a note in the Payee field, such as "mine" or "hers". That way you can filter on that word.

Kirk

[ckuptime]

I would just enter two different transactions, one for your income and one for her income. That way you can do the sort like it was suggested above.

[ckresge]

Thanks for your helpful input!

Carl