Income Tracking

Income Tracking lets you monitor all income sources — both from Plaid-synced bank deposits and manual entries. It provides month-over-month trends, per-source breakdowns, and expected vs actual comparisons.

Click + Add Income on the Income page to open the Add Income dialog. Choose one of two modes:

Enter manually

Fill in the description, amount, date, and optional source/employer. Toggle This is recurring income to set a frequency and starting date so future payments appear in your cash-flow forecasts.

From a transaction

Search your bank transactions by description or merchant. Selecting a transaction pre-fills all fields. Any existing transactions in your history that share the same source pattern are also marked as income automatically. Optionally add a recurring schedule for future forecasting.

From a transaction detail

Open any transaction from the Transactions page, then click Add as Income in the Details section. The dialog opens pre-filled with that transaction’s details so you can confirm and optionally set up a recurring schedule.

• Bank-synced — Transactions pulled from Plaid that you or a rule have marked as income. Shown with a Bank badge.
• Manual — Income entries you created directly, including backfilled recurring transactions.

Income Rules

Define expected recurring income (e.g., "Paycheck from Acme Corp, $3,200 biweekly"). The system compares actual deposits against these rules to flag missed or unexpected payments. Rules are available on paid plans.

Each rule supports two optional tolerances:

• Amount Deviation (%) — The rule matches deposits within this percentage of the expected amount. Useful when your paycheck varies slightly each period.
• Date Variation (days) — When set, the rule also checks that the deposit arrived within this many days of the expected date. For example, a paycheck expected on the 15th with a 3-day variation will still match a deposit on the 13th or 17th (e.g., when the 15th falls on a weekend). Leave blank to match regardless of date.

Removing income

• Bank-synced sources — Removing marks the transactions as non-income but leaves them in your transaction history. New matching deposits from your bank are not affected and will need to be re-marked if desired.
• Manual sources — You can either remove from income tracking (keeps the transactions) or permanently delete the manual entries.

• Summary cards — Current month, last month, and average income at a glance.
• Income over time — Line chart showing monthly income with expected overlay from your recurring records.
• Source breakdown — Per-month breakdown by income source shown as chart tooltips.
• Notifications — Optional in-app alert when income is received.