Expected income

Expected income

1. Choose My money.
2. Choose Add transaction.
3. Choose Expected income.
4. Complete Amount.
5. Complete Account.
6. Complete Category.
7. Complete Date.
8. Complete Description (optional).
9. Choose Save transaction.

Enlarge screenshot

Enlarge screenshot

Income

Only after the money actually arrives, edit the expected entry and change it to income.

1. Choose Your transactions.
2. Choose Edit.
3. Choose Income.
4. Check Amount.
5. Check Account.
6. Check Category.
7. Check Date.
8. Choose Save transaction.

What should happen

Confirm the actual entry and its cash effect. Expected income is never cash. Templates do not reserve future bills.

1. Check Your transactions.
2. Check Current balance.

Worked example

Example balance: $1,000.00 − $25.50 = $974.50.

1. Choose Expected income.
2. Enter 1500.00 in Amount.
3. Choose Everyday account for Account.
4. Choose Save transaction.
5. Check Current balance.

Current balance: $974.50 → $974.50

Only after the money actually arrives, edit the expected entry and change it to income.

1. Choose Edit.
2. Choose Income.
3. Check Amount.
4. Check Account.
5. Check Category.
6. Check Date.
7. Choose Save transaction.

Current balance: $974.50 + $1,500.00 = $2,474.50

Common mistakes and fixes

Save a forecast without changing cash. Use an existing entry if it is already recorded.

1. Check Your transactions.
2. Check Current balance.