Albert determines your income by reviewing your transaction history over time. We look at your merchants, transaction amounts, and deposit timing to identify which transactions are income. This data also helps us predict your future income.
If your income is irregular (i.e, it varies by source, amount or paycheck regularity), please review your transaction history to ensure that all income is categorized correctly.
To re-categorize an existing transaction as income
- Go to the Overview tab (📊).
- Under "Recent transactions," tap "See all transactions."
- Search for and select your income transaction.
- Set the "Transaction type" to "Income."
- Under "Details," tap "Transfer" to change the "Transaction category" to "Income."
To manually create an income transaction
- Go to the Overview tab (📊).
- Under "Recent transactions," tap "See all transactions."
- Tap the plus sign (+) in the upper right corner.
