Income Categories
Gabriel
I would like to categorize my different types of income using unique names such as interest income, dividend income, capital gains, wife’s salary, husband salary, Social Security income, other income, miscellaneous income, etc.
O
Olivia
Merged in a post:
Track Separate Incomes
E
Eburnean Aardvark
Ability to differentiate income tracking for shared accounts or users tracking income for themselves and a partner
O
Olivia
Merged in a post:
Track Rental Income in Real Estate Accounts
H
High Dormouse
O
Olivia
Merged in a post:
Tag Rules & Income Breakdown in Graph
F
Front Kiwi
right now expenses are labeled by category which is great, but for income we dont have that flexibility. I am trying to get visibility into the different income sources for a dual income household. So I thought the only way to do that right now was using the tags. On the tags - it would be great to be able to create rules for them as well
R
Raw Butterfly
I would like to add transactions of type income with a negative value. The goal would be to track things like:- Income tax payment- Sell of stock at a loss. This would give a more accurate tracking of my actual income. i.e my real income is my paycheck minus the income tax I had to pay on it. I'd also like to track my capital gain and losses as part as my income so it can be included in the cash flow dashboard.
O
Olivia
Merged in a post:
Way to track interest/dividends separately from paycheck
R
Rational Lion
It would be really nice to be able to see not just my total income, but my interest and dividends separate from my paycheck
O
Olivia
Merged in a post:
One time income (bonuses, commissions, etc)
E
Excellent Cardinal
I’ve not really seen this in action yet but was wondering how one time bonuses are handled. My annual bonus comes as a separate paycheck and I’d rather not track it as regular income. Similarly, tax refunds and other one time pay events could be handled in similar manner b
Q
Quinacridone magenta Camel
Merged in a post:
Income Tracking
P
Persimmon orange Bobolink
An important part of understanding your budget is knowing how much you are working with. I’d like to be able to enter how much gross income I make, what percentages are going to taxes, 401k, etc. (if applicable) down the the amount of money that will come into my account each month. Similar to expense rules, I’d also like to be able to denote what times of the month it would be in my account. In my opinion, budgets are only effective if they total to or are less than expected income.
Q
Quinacridone magenta Camel
Merged in a post:
Split Income Transactions
C
Chosen Lizard
Direct deposits usually include multiple categories: tax payments, retirement contributions, insurance payments, loan payments etc. would be good to be able to categorize them
Q
Quinacridone magenta Camel
Merged in a post:
Track non-salary income (RSUs, ESPP, 401k)
U
Urgent Dinosaur
Would be great to be able to calculate income that doesn’t show up in bank account directly.
RSUs get deposited into a brokerage each quarter. Would be awesome if I could know how much that is contributing to income (amortized monthly over the quarter even better!).
401k and ESPP gets taken out of the paycheck and makes it seem like my income is lower than it is when it’s not accounted for. Would be great to track that.
Also sometimes income will be directly deposited into an investment account (e.g. a 401k match from employer or a sign up bonus from a bank).
Would be amazing if copilot could handle this!
Q
Quinacridone magenta Camel
Merged in a post:
Paycheck gross to net breakdown
E
Excellent Cardinal
I would like to be able to track my paycheck stub, starting from gross pay and accounting for my various taxes, benefits (pre and post tax) and other itemization. That way I can see things like ytd OASDI, federal withholding, etc. this would be similar to Quicken’s splitting feature.
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