All Collections
Income 💷
How do I complete my income?
How do I complete my income?

Step-by-step how to complete your income

Antonella Sarubbi avatar
Written by Antonella Sarubbi
Updated over a week ago

Option 1: Digital banking:

  • better for security, convenience and speed

For: Employed, unemployed, retired, and students:

Step 1,

Tap on confirm my income.

Tap on link my account.

This will take you to your banks' open banking.

After seeing the woohoo screen go back to your app to continue with the flow.

Step 2,

Select the account where you receive your income payments.

Tag your income transactions. Note that the app will collect all similar ones to get an estimate.

Select what type of income this is and press continue.

And voilà, your income has been added. If you have more income to add, press on add transactions and follow the same process.

For: Self-employed:

Step 1,

Tap on confirm my income.

Tap on link my account.

Select what kind of self-employed income you are getting.

Connect to your bank until you get the woohoo screen. Then go back to your checkboard app.

Step 2,

Select the account where you receive your income payments.

Tag your income transactions. Note that the app will collect all similar ones to get an estimate.

Select what type of income this is and press continue.

And voilà, your income has been added. If you have more income to add, press on add transactions and follow the same process.

Option 2: Adding your income without digital banking

Tap on confirm my income.

Tap on Manual income confirmation. Just below the link my account button.

Enter your gross/net pay and select with the toggle the frequency in which you are paid. Press continue.

Did this answer your question?