Early deposits of personal income

Wondering Member
edited June 16 in Bills and Income
For monthly comparison reporting purposes.  Some paycheck deposits occur early due to holidays and weekends.  For example, a deposit arriving April 30 intended for May.  This is likely to happen several times a year.  How can I report on a monthly basis when some months will show no income and others will show double income?  What do customers generally do to solve this—alter a date to a “recognition“ date for the month where it belongs?

Best Answer

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Accepted Answer
    Hello @Wondering,

    Thank you for taking the time to post your inquiry to the Community!

    Based on your description, I would definitely suggest editing the transaction so that it's occurring in the month that it's intended for, as doing so would give you income for each month, instead of having some months with no income. I would also recommend setting up your Recurring Series for this item the same way.

    I hope this helps, but please let me know if you have any questions! :smiley:

    -Coach Natalie
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