The Add Income feature allows you to record and manage all incoming payments related to your properties, general business activities, or homeowner relationships. This helps keep your financial records accurate and organized.

• From your Dashboard, click Quick Buttons, then select Add Income.

• Click on “Add income”

• Three types of income types A) Property based  B) General and C) Homeowner based

A) For Property based

1. Select Income Type: Choose “property_based” to specify that the income is related to a property.
2. Choose Category: Pick a category that best describes the nature of the income.
3. Specify Property/Building Address: Provide the property/Building address associated with this income for accurate record-keeping.
4. Enter Renter Name: Mention the name of the renter associated with this income.
5. Set Date and Amount: Enter the date of the transaction and the amount in CAD for financial tracking.
6. Choose Payment Account: Select the payment account through which this income was received.
7. Include Sales Tax: Indicate whether sales tax applies to this income.
8. Split Transaction (if needed): If the income needs to be split between multiple categories, use this option.
9. Add Description: Provide a brief description to remind yourself of the income details.
10. Attach Files (if needed): Optionally, attach any relevant files or documents.
11. Click “Add” to Confirm: Finally, click “Add” to complete the process and add the income to your records.

B) For General

1. Select Income Type: Choose “general” to indicate that this income is not specifically tied to a property.
2. Choose Category: Pick the appropriate category that best represents the nature of the income.
3. Set Date and Amount: Enter the date of the transaction and the amount in CAD for accurate financial tracking.
4. Choose Payment Account: Select the payment account through which this income was received.
5. Include Sales Tax: Indicate whether sales tax applies to this income.
6. Split Transaction (if needed): If the income needs to be split between multiple categories, use this option.
7. Add Description: Provide a brief description to help you remember the details of this income.
8. Attach Files (if needed): Optionally, attach any relevant files or documents.
9. Click “Add” to Confirm: Finally, click “Add” to complete the process and add the income to your records.

C) For Homeowner based

1. Select Income Type: Choose “homeowner_based” to specify that the income is associated with a homeowner relationship rather than a property.
2. Choose Category: Select a category that best describes the nature of the income (e.g., management fees, maintenance reimbursements, consultation, etc.).
3.  Contact: Use the Contacts dropdown to choose a homeowner/Property manager/Realtor from the list
4.  Set Date and Amount: Enter the income Amount in CAD and select the Date of the transaction.
5. Choose Payment Account: Pick the account used to receive the payment from the Payment Account dropdown
6. Include Sales Tax: Indicate whether sales tax applies to this income.
7. Split Transaction (if needed): If the income needs to be split between multiple categories, use this option.
8. Attach Files (if needed): Optionally, attach any relevant files or documents.
9. Click “Add” to Confirm: Finally, click “Add” to complete the process and add the income to your records.