๐ Income Files
Each income file is a separate Google Sheet in your Drive. Tap โฎ โ New income file to create one, or Add shared file to link a file someone shared with you.
โ Recording Income
Tap + Add income to record an income entry. Each entry has:
- Date โ when the income was received
- Description โ free text
- Amount โ positive number
- Type โ optional category (Wages, Interest, etc.)
- Category โ optional expense-category classification
- Supplier โ optional link to a supplier (e.g. the payer)
- Tags โ optional labels
- Notes โ optional additional detail
๐๏ธ Income Types
Manage income types (Wages, Interest, Rental, Dividend, etc.) via โฎ โ Manage income types. Types are stored per file. Default types are seeded automatically when you create a new income file.
๐ Summary
The summary bar at the top shows totals for the current month and current year based on today's date. These always reflect the full file, regardless of the filters below.
๐ Filtering by Date
The collapsible Filters section offers the same date window as Expenses: a Past and a Future preset dropdown, Custom rangeโฆ, and All time. Filtering affects only the list, not the summary totals.
๐ฆ Linking to Account Transactions
When recording a bank transaction in the Accounts module, use the Income allocations section to link it to one or more income entries. This lets you reconcile your bank statement against your income records.
๐ฑ Currency
Each income file has a base currency (long-press the file chip โ Base currency), and individual entries can record a different currency โ e.g. income created from a foreign-currency bank account. See Multi-currency.
๐ค Shared Files
Tap โฎ โ Add shared file and paste a Google Sheets URL to link an income file someone else shared with you. Read-only files are labelled.