Albert determines your income based on your transaction history, looking at merchant names, transaction amounts, and timing to identifying recurring deposits. This data also helps us predict your future income.
If your income is irregular—varying by source, amount, or timing—you may need to review your transaction history to ensure that all income has been categorized correctly.
To re-categorize an existing transaction as income
- Go to Overview > Income and tap + in the upper right corner
- Review your deposits
- Tap on a transaction and select Income as the transaction type
To manually create an income transaction
- Go to Overview and tap the 🔍 in the top left corner
- Tap + in the top right corner
- Enter the transaction details
- Select Income as the category
- Select Income as the transaction type
The Income summary in Overview shows your expected income for the current month. To review your income for past months, tap the summary graph and select the month in question.
