Income

See deposits, sources and income changes in one place.

Separate genuine income from transfers and refunds, compare sources and understand changes over time.

Read-only financial connections · Built with privacy in mind · Your financial data is never sold

Monthly intelligence

September is trending $824 higher than your six-month average.

Why?

Dining is +$412, Amazon is +$281 and your auto insurance increased $24.

Dining+$412
Amazon+$281
Auto insurance+$24

Ask MonthlyIQ

"What else changed?"

Income sources

Group deposits by source across connected accounts.

Transfer-aware

Avoid overstating income when money moves between your own accounts.

Trend context

Compare periods and open the transactions behind every total.

Questions

Are transfers counted as income?
No. MonthlyIQ separates transfers and lets you correct uncertain items.

Privacy & AI

Built for financial data this sensitive.

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MonthlyIQ does not sell your personal information or use financial data for targeted advertising.

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Only information needed to provide the requested AI functionality is sent to our approved AI service provider.

You can correct MonthlyIQ.

Your corrections override automated classifications.

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MonthlyIQ is an AI financial assistant — not a financial adviser, investment adviser or autonomous decision-maker. AI results are informational; estimates are labeled and supporting transactions are always inspectable. Privacy policy · Subprocessors