Budget Clan
Budget Tracker
๐Ÿ’ฐ Income
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๐Ÿ“‚ Income Files

Each income file is a separate Google Sheet in your Drive. Tap โ‹ฎ โ†’ New income file to create one, or Add shared file to link a file someone shared with you.

โž• Recording Income

Tap + Add income to record an income entry. Each entry has:

๐Ÿ—‚๏ธ Income Types

Manage income types (Wages, Interest, Rental, Dividend, etc.) via โ‹ฎ โ†’ Manage income types. Types are stored per file. Default types are seeded automatically when you create a new income file.

๐Ÿ“Š 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.

๐Ÿ“… Filtering by Date

The collapsible Filters section offers the same date window as Expenses: a Past and a Future preset dropdown, Custom rangeโ€ฆ, and All time. Filtering affects only the list, not the summary totals.

๐Ÿฆ 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.

One bank deposit can be split across multiple income entries โ€” e.g. wages + bonus from the same payment.

๐Ÿ’ฑ 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.

๐Ÿค Shared Files

Tap โ‹ฎ 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.