How to add annually recurring income?

If you receive income on a yearly basis — like a bonus, grant, or other lump-sum payment — you can easily get that added in to your bigger picture. 

Adding as a Custom Transaction

To add it manually to your transactions list:

1. Go to the Transactions page

2. Click the three-dot menu (⋮) on the top right

3. Select “Add Transaction”

4. Fill out the details:

   • Date of the income

   • Amount

   • Set the Transaction Type to “Income”

   • Add a description, select the account, and include any notes if needed

5. Click “Add Transaction” to save

💡 Note: That because this is manual right now, you will need to add this in every year that it is received.