Personal Finance Tracker
Personal FinanceDocumentation
  • Guides
Overview
  • Introduction
Getting Started
  • Getting Started
  • Creating Your Account
  • Understanding the Dashboard
  • Setting Up Your Profile
Bank Accounts
  • Bank Accounts
  • Adding a New Account
  • Viewing Account Details
  • Editing Account Information
  • Managing Multiple Accounts
Transactions
  • Transactions
  • Filtering & Searching
  • Adding an Expense
  • Adding Income
  • Viewing Transaction Details
  • Editing Transactions
  • Bulk Editing
  • Deleting Transactions
Smart Input Features
  • Smart Input
  • Voice Input for Transactions
  • Receipt Scanning
Budgets
  • Budgets
  • Creating a Budget
  • Setting Budget Categories
  • Tracking Budget Progress
  • Editing Budgets
  • Budget Alerts
Goals
  • Goals
  • Creating a Financial Goal
  • Contributing to Goals
  • Tracking Goal Progress
  • Editing Goals
  • Completing Goals
Reports & Analytics
  • Reports
  • Viewing Financial Reports
  • Understanding Charts
  • Pie Charts & Breakdowns
  • Exporting Reports
  • Monthly/Yearly Summaries
Preferences & Settings
  • Preferences
  • Customizing Preferences
  • Notification Settings
  • Currency & Format
  • Account Settings
Tips & Best Practices
  • Tips
  • Budgeting Best Practices
  • Goal Setting Strategies
  • Organizing Transactions
  • Using Categories Effectively

Adding Income

Learn how to record income transactions in Personal Finance Tracker

Recording income helps you track your earnings and maintain accurate account balances. You can add income manually or use voice input for faster entry.

1

Fill in Required Fields

Complete all required fields marked with an asterisk (*):

  • Amount: Enter the income amount as a positive number (e.g., 2500.00)
  • Description: Brief description of the income (e.g., "Monthly salary")
  • Income Source: Name of the company or person (e.g., "Tech Corp Inc")
  • Account: Select which account receives this income
  • Date: When the income was received (defaults to today)
Step illustration
2

Add Optional Details

Enhance your income tracking with optional information:

  • Category: Categorize the income (e.g., Salary, Freelance, Investment, Bonus)
Step illustration
3

Use Voice Input (Optional)

Click the "Voice Input" button to speak your income transaction. The system will automatically extract:

  • Amount from your speech
  • Income source name
  • Category (if mentioned)
  • Date/time information

Review and adjust the auto-filled fields before saving.

Step illustration
💡 Tip

Speak naturally: 'I received twenty-five hundred dollars salary from Tech Corp today'

4

Use Quick Add Shortcuts

For frequently used income sources, click one of the quick add buttons to automatically fill in the income source field. This speeds up entry for recurring income like salary or freelance payments.

Step illustration
5

Save the Income

Once you've filled in the required fields, click the "Add Income" button. The income will be recorded and your account balance will be automatically increased.

Click "Cancel" if you want to discard the income entry without saving.

Quick Access from Dashboard

You can quickly add income from the dashboard using the "Add Income" button in the Quick Actions card. This takes you directly to the income entry form.