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
- Search for the transaction. Visit the Overview tab, tap the 🔍 in the upper left, and enter the merchant name. (In this case, the merchant name is the company who issues your paychecks.)
- When you find the transaction, tap it.
- 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 merchant name, transaction amount and the date.
- Tap ? Uncategorized. Scroll down and select Income as the category.
- Select Income as the transaction type.
The Income summary on the Overview tab shows your expected income for the current month. To review your income for past months, visit the Spending section on the Overview tab and tap any month displayed there.
