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HOW TO

How to Add Income on the Cashflow Calendar

Step 1

Once logged in to Online Banking, select the Insights menu.

Step 2

Select Cashflow.

Step 3

Select the Add Income button.

Step 4

Enter an income description, amount, frequency of payment and start date.

Step 5

If you do not want this income included on your dashboard, select the box to uncheck (it is included by default). Then select Add Income.

Step 6

You will be returned to the Cashflow calendar with the income represented by a green bar with the amount on each repeating date. 

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