Income

Add expected income with a name, amount, frequency, and start date. Common examples include salary, freelance work, and side projects. Each income source will appear in your planning summary so you can see how much you expect to earn each period.

For irregular income like bonuses, tax refunds, or one-off payments, set the frequency to “one-time.” This lets you record the income without it repeating in future periods.

Track variable income like interest or cashback that changes each period. You can update the amount as it comes in to keep your planning accurate.

Mark income as received when it arrives to keep your planning summary accurate. This updates the received total and helps you see how much of your expected income has come in so far.

Your planning summary brings together your income and spending into a clear picture of your monthly cash flow:

• Expected Income — Total income you expect to receive this period.
• Received Income — Income that has already arrived.
• Budgeted Spending — How much you've allocated across your budgets.
• Actual Spending — How much you've actually spent so far.
• Remaining — What's left after actual spending.
• Savings — The difference between received income and actual spending.

Visit the Budgets article to learn how budgets and income work together.