Reading the Income report

The Income tab shows where your money comes from, how your sources stack up, and how this period compares to the last. Here is how to read every part.

PPrecisionSpend Team4 min read
Key Takeaways
  • The Income tab answers where your money comes from: four KPIs plus a source breakdown.
  • Top Source shows your single largest income stream for the window, and Sources counts how many are active.
  • Pre-tax sources are reported at their gross amount as entered, so the totals are before deductions.
  • Like the rest of Reports, every figure follows the period switcher and date range at the top.

The Income tab on the Reports page is the mirror image of Spending: instead of where your money went, it shows where it came from. If you have more than one income stream, this is where you see how they stack up.

The four KPI cards

  • Income: total money in for the window, with the change versus the prior period.
  • Sources: how many income sources were active in the window.
  • Top Source: your single largest income stream for the period, with its amount. For most people this is a salary, but a strong side income will show up here too.
  • vs Prior: how this period's income compares to the last, as a percentage. Steady income shows a number near zero; a raise, bonus, or extra gig pushes it up.

Where your income came from

The main card breaks income down by source. Each slice of the chart is one source, and the legend lists them with their amounts, largest first. If you rely on a single paycheck it will be one dominant slice; if you have a salary plus freelance or rental income, you will see how the pieces fit together.

A note on pre-tax income

If you entered a source as pre-tax (gross), the report counts it at the amount you entered, before deductions. That is why your reported income here can look higher than what actually lands in your account. It keeps the number consistent with how you set the source up, and a small note on the tab flags when pre-tax sources are included. If you would rather track take-home figures, enter your sources as after-tax amounts on the Income page.

Change the window

As with the other tabs, the period switcher (Weekly, Monthly, Quarterly, Yearly) and the date range picker drive everything here. Switching the window redraws the KPIs and the breakdown to match.

To get the raw figures, use Export in the top-right for a CSV, PDF, or Excel copy.

Related reading: the Cash Flow report puts income and expenses side by side, and the Spending report breaks down where it all went.

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Reading the Income report · PrecisionSpend