Stay proactive
Forecast side income
Tracking extra income in Upcoming keeps your dashboards honest and prevents surprise tax bills.
Capture the source
Add a descriptive income line in Bills → Income or the Upcoming sheet. Include the client, project, or platform so you can reconcile later.
Set realistic dates
Use the expected payment date rather than the invoice date. If payouts lag (looking at you, marketplaces), shift it accordingly so the dashboard knows when cash actually lands.
Reserve for taxes
Mark a flexible envelope called “Tax reserve” and move a percentage of the side income there immediately. That way the What-if planner and Remaining balance reflect the true spending power.