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How to Add and Manage Your Income with WorkMade
How to Add and Manage Your Income with WorkMade

Easily Record Your Income

Updated over a week ago

Adding Income

Have income that wasn't processed via WorkMade? No worries! You can still record your income manually and keep your tax calculations accurate. Here's how:

  1. Open the WorkMade app and navigate to the Balance screen.

  2. Tap or swipe up on the latest transaction at the bottom of the screen to load your activity screen.

  3. Tap on the "+" in the top right.

  4. Choose "Income" by tapping on it.

  5. Enter the name of the project or service you were paid for.

  6. Select the date.

  7. Enter the amount earned.

  8. Add info related to the project/service.

  9. Tap "Add Income".

  10. Your new transaction will now show on the Activity feed.

Once the activity is added, you’ll see the increase/decrease in your tax balance applied.

Link External Accounts

We now offer the ability to securely link external accounts using Plaid. Users can add their external accounts either during the initial setup of the app after opening their account, or later in their settings. Here's how to link an external account:

  1. Navigate to Settings in the WorkMade app.

  2. Go to Banking.

  3. Select Connected Accounts.

  4. Follow the prompts to securely link your external account via Plaid.

Linking your external accounts helps you seamlessly manage your finances and ensures all your income is accounted for accurately.

If you have any issues or need further assistance, please reach out to a WorkMade Expert via chat or email at [email protected].

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