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1. Income sources

If you have only one income source, you might want to skip this step.

[ ] Specify your income sources and the categories to which they belong.
[ ] Use the symbols 🟦, 🟪, or 🟨 in the category name to mark them with blue, purple, or yellow colors on the Categories bar (see table in step 2). If you have more categories, choose the three most significant and mark them.

2. Income categories

If you do not want to track income by categories and have not used markers 🟦, 🟪, or 🟨 in the category names above, skip this step.

[ ] Rename the columns with markers 🟦, 🟪, or 🟨 according to your categories (it's recommended to keep the markers in the column titles for easy reference to the corresponding colors in the bar).