Income Tracking
Updated
Why Track Income?
Adding your income to Kwilio Bills Pro gives you a complete picture of your cash flow — not just what you owe, but how much you have coming in. This lets the Insights screen show a realistic view of your financial position each month.
Adding an Income Source
- Open the Income tab (or press
⌘ ⇧ Ion iPad/Mac) - Tap the + button
- Fill in the income details
- Tap Save
Income Fields
| Field | Required | Description |
|---|---|---|
| Name | Yes | What this income is, e.g. “Salary”, “Freelance”, “Rental Income” |
| Amount | Yes | How much you receive each occurrence |
| Start Date | Yes | The date of the first payment |
| Notes | No | Any extra detail |
| Recurrence | Yes | How often you receive this income |
Recurrence Options for Income
Income supports six recurrence patterns:
| Pattern | Example |
|---|---|
| Daily | Daily stipends or allowances |
| Weekly | Weekly wages |
| Biweekly | Every two weeks (common payroll schedule) |
| Monthly | Monthly salary, rental income, subscriptions received |
| Quarterly | Quarterly dividends, seasonal income |
| Yearly | Annual bonuses, tax refunds |
For weekly and biweekly income you can specify which day of the week payments arrive. For monthly income you can choose the day of the month.
End Conditions
Like bills, income sources can have an end:
- Never — ongoing income with no end date
- After X occurrences — stops after a fixed number of payments
- On a date — ends on a specific date
Editing an Income Source
- Open Income and tap the source you want to edit
- Tap Edit
- Update the details and tap Save
Viewing Income
The Income tab shows all your income sources with their name, amount, and next occurrence date. A total at the top of the list shows your combined income for the current period.
Use the search bar to quickly find a specific income source if your list is long.
Income in the Overview & Insights
Your income appears in:
- Overview — the dashboard shows income alongside bills so you can see net cash flow at a glance
- Insights — income is plotted alongside spending in the monthly trend chart so you can see whether you’re spending more or less than you’re earning
Deleting an Income Source
Swipe left on an income source and tap Delete, or open it and use the trash icon. This removes all future occurrences of that income from the timeline.