How income is calculated

The Income page totals the dividends and interest you've recorded, across all accounts, converted to your base currency.

• Recorded income comes from dividend and interest transactions you've added — see Add transaction.
• Projected income for assets you added yourself is estimated from the dividend schedule you've configured and your current holding size; it's shown separately from confirmed payments.
• Totals can be viewed by month or year to spot trends in your income over time.

If a number looks off, check that the underlying transactions have the correct date, amount, and currency — income totals are only as accurate as the transactions behind them.