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.