Income Tracking

Monitor income sources with expected vs actual analytics and trend charts.

Overview

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

Income Sources

  • Plaid-sourced — Automatically detected from positive transactions (deposits) synced from linked accounts.
  • Manual — Add income entries with amount, date, description, and category.

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.

Analytics

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