Adding an Income Source

From the Sources page, click Add Source and walk through a few quick steps:

1. Name your source — e.g. "Barista Job" or "Freelance Design."

   

2. Choose your classification — Employee (W-2) or Independent Contractor / Self-Employed (1099). This determines whether Flux tracks tax withholding for that source.

   

3. Choose your income type — Hourly, Salary, or Project/Flat-rate.
4. Enter your rate details — pay period, rate or gross amount, and days worked per period. If you have overtime, tips, bonuses, or commission for this source, you can turn those on here too.

5. If this is an Employee (W-2) source, you'll also see an "Employer retirement plan" checkbox — "My employer offers a 401(k), 403(b), or pension plan." Check this if it applies. It doesn't change anything about this source itself, but it affects whether a Traditional IRA contribution you enter in your tax profile counts as tax-deductible in your estimate.

   

6. Save.

Your new source appears on the Sources page with a color-coded dot so it's easy to tell apart in charts and reports. On the Standard plan you can have up to 3 active sources at a time.