Understanding Your Income Report

The Income Report tab (under Reports) gives you a detailed, date-range-filtered view of your income.

It includes:

• Date range picker — quick presets (Year to Date, This Year, Last Year, This Quarter, This Month) or Custom Range for any dates you choose.
• Income overview — a donut chart breaking down W-2 vs. 1099 income for the selected range.

• Income breakdown — shows income you've already received for the selected range, broken out by source.
• Income over time — a bar chart of your income across the selected range. A dropdown lets you switch this chart between "All Sources" (classification breakdown) and a single source, which also updates the chart title to that source's name.

• Income by source — a side-by-side comparison of how much each source contributed.
• All entries table — every logged entry in the range, with an export option to download as CSV.

Reports are only available on paid plans.