Guides

Record income and allocate

A work in progress — some sections are written, others are still being filled in.

Income lands in your debit account and waits in ready-to-allocate until you assign it. Allocating moves intent, not cash: you decide what each amount is for, across your buckets and horizons, and the sweep moves the money to match later.

This guide will walk through recording income and drawing ready-to-allocate down to zero, step by step.

Last reviewed: July 2026.