San Diego, CA

Sample income report

Prepared for the sample Rivera household. Use the toolbar to change reports, move between pages, zoom, or print.

August 2026
Page 1 of 2
KEEL HOME FINANCE
Report · Income

Income Report

August 2026
Prepared for Rivera Household
Includes All deposit accounts
Date prepared September 17, 2026
August income$5,416.00Whole month
Previous month change$0.000.0% ahead of July
Monthly average$5,770.57January, February, March, April, May, June and July
Year to date$45,810.00Since January 1
Projected annual income$69,246.84Monthly average × 12

1Income by Paycheck and Bank Account · August 2026

PaycheckHarbor Chking ••4021TotalShare
Income 1
Payroll
2,708.002,708.0050.0%
Income 2
Payroll
2,708.002,708.0050.0%
Total income5,416.005,416.00100.0%

2Deposit Detail · August 2026

DatePaycheckBank descriptionBank accountAmount
Aug 2Income 1PayrollHarbor Chking ••40212,708.00
Aug 16Income 2PayrollHarbor Chking ••40212,708.00
Total · 2 deposits5,416.00
Keel Home Finance · Confidential — prepared for the household named abovePage 1 of 2
KEEL HOME FINANCE
Income Report · August 2026

3Monthly Income

5,416.00
5,416.00
7,258.00
5,416.00
6,056.00
5,416.00
5,416.00
5,416.00
JanuaryFebruaryMarchAprilMayJuneJulyAugust
Complete month

4Comparison to Prior Months

MonthIncomeChange% change
January5,416.00
February5,416.000.000.0%
March7,258.001,842.0034.0%
April5,416.00(1,842.00)(25.4%)
May6,056.00640.0011.8%
June5,416.00(640.00)(10.6%)
July5,416.000.000.0%
August5,416.000.000.0%
Monthly average5,770.57
August is compared with the whole of July.

5Observations

  • August income is $0.00 ahead of July, a 0.0 percent increase.
  • The largest source is Income 1 at $2,708.00, 50.0% of income for the period.
  • Among complete months, March was the highest at $7,258.00 and January the lowest at $5,416.00.
  • Projected annual income of $69,246.84 is the monthly average of complete months multiplied by twelve. It will move as more months are recorded.

6Notes

  • Income includes deposits assigned to an income item, following the same rules as the Budget screen: cleared deposits only, counted in the month they post. Transfers between the household's own accounts and refunds are excluded.
  • Deposits dated before a bank account was connected are excluded, because they are already reflected in the balance the account brought on its connection date.
  • Keel records for this household begin January 1, 2026, so year to date and monthly averages cover only the months on record.
  • This report is prepared from the household's own records in Keel Home Finance. It is not an audited statement and is not financial or tax advice.
Keel Home Finance · Confidential — prepared for the household named abovePage 2 of 2