How to mark external transfer as income?

In Origin, external transfers aren’t automatically categorized as income because they typically represent money moving between your own accounts — not new money being earned.

How Origin classifies transactions:

• Income: Money you’ve earned (e.g., salary, refunds, or dividends)

• Expense: Money you’ve spent (e.g., groceries, rent)

• Transfer: Money moved between your own accounts (e.g., from checking to savings)

Transfers are intentionally excluded from income calculations to avoid inflating your income totals and to ensure your reports stay accurate.

Want to count a transfer as income?

If the transfer does represent new money (e.g., a gift or payment received into an external account), you can manually reclassify it:

1. Go to your Transactions page

2. Click the dropdown arrow next to the transfer

3. Select “Income” from the category list

4. Click “Apply” to save