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.
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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.
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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.
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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.
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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.
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