Reports count money as income only when it's filed under an income category. Pay that arrived without a category, or a client's payment filed as a transfer, is left out of your totals. Money in filed under a spending category is treated as a refund that lowers that spending.
Add income we missed gathers all of these in one place so you can file the real income in a few taps.
Add it
Open Reports
Go to Reports and pick the period the money came in.
Choose Add income we missed
It's under the Income list on the Cash flow tab, and under the table on the Income tab.
Tick what's really income
Money that came in during the period is listed by payer, with the reason it isn't income yet: No category, Filed as a transfer, or filed under a spending category. Tick a payer to take all its payments, or open it to tick single payments.
Choose the income category
Under Count them as, pick an income category; we start you on Income. Need a new one, like Freelance or Rental income? Create it from the same list (custom categories are included with Grow and up).
Count it
Choose the button that reads like Count 3 as income. Those payments now count as income.
If the list says there's nothing to add, everything that came in during the period already counts as income, or is money moving between your own accounts.
Good to know
- The list follows the report: with accounts or tags picked in Filters, only money in those shows.
- Transfers we've already matched between two of your own accounts never appear.
- Only the payments you tick change. To change one back, open it on Transactions and pick another category.
- There's no “always” option here. Rules can't tell money coming in from money going out, so a rule for someone you e-Transfer would also refile what you send them.