Multiple sources
Employment, investments and rental income can arrive on different schedules.
Features / IncomeDifferent income sources.
What is coming in, and when?
Different income sources.
One clearer plan.
Spend less time gathering the evidence behind your income. Supported TrueLayer connections bring bank activity into Fieldwell, creating a better starting point for the view of what you expect and what actually arrives.
WHEN THE PICTURE ISN'T CLEAR
The questions behind the feature.
Forecasts mistaken for cash
Money you expect is not the same as money you have received.
Surprises between payments
An annual total can conceal a lean month or an irregular payment.
LESS REKEYING. LESS UPKEEP.
Let the tools do more
of the repetitive work.
Connected bank activity
Refresh supported account transactions through TrueLayer rather than repeatedly gathering statements.
Keep the timing clear
Bank activity can support reconciliation, but a receipt is not automatically a complete tax or income classification.
Better inputs for your plan
Use maintained records as the starting point for the income forecast. Keep missing or manually entered information visible.
HOW IT HELPS
From scattered details
to useful context.
Bring salary, rent, dividends and interest into the same picture. Compare what you expect with what arrives, so you can plan around real cash flow.
- 01
Organise each source
Build a view of salary, rent, dividends, interest and other income against the relevant person or entity.
- 02
Compare plan and reality
Keep expected, declared and received amounts distinct where the workflow supports them.
- 03
Look ahead with context
Use the forecasting workflow to explore timing and changes, rather than assuming every month is identical.
A CLEARER PLACE TO START
Bring the pieces together.
One family. One picture. More considered decisions.
Continue to the app