Schedule name
The name appears in upcoming payments and the forecast, for example "Salary" or "Dividends." Select income for money expected to arrive.
Expected amount and currency
Enter the expected amount in the currency in which it will arrive. The combined forecast converts it into the selected currency without changing the amount in the schedule.
Income source
The source can be an employer, client, broker, or another payer. One source can be reused across several schedules and transactions.
Destination wallet
Select a destination wallet when you know which account will receive the money. Without one, the income remains in the combined forecast but is not included in a specific wallet forecast.
Income category
The category determines which report group and tax rules will include the created transaction. It can be added later.
Frequency
Choose weekly, monthly, quarterly, yearly, or a custom interval in days. Future events are generated from the start date. Add an end date when the income will stop after a known day.
Automatic transaction creation
When automatic creation is enabled, Tetri records an income transaction on the scheduled date. If the actual amount or date often changes, keep the event in the forecast and record it only after confirmation or import.
Start and end dates
The start date sets the first payment and every later event according to the selected frequency. No new events are created after the end date.
Schedule review
Before saving, check the amount, currency, frequency, dates, and automatic-creation setting. The schedule appears in the forecast immediately but does not change the current wallet balance.