Income Add

Income Add

Appends one entry to /media/data/Dropbox/Work/Admin/Financial/Accounting/config/expected_income.yaml, which Cashflow Projection/Financial Review and the dashboard's cash flow forecast read on every run.

Steps

1. Parse from the prompt (or ask for whatever's missing):

   • Label — client/project or description
   • Amount — numeric
   • Currency — default EUR if unstated
   • Date — expected arrival date (YYYY-MM-DD). Resolve relative phrases ("the 15th", "end of month", "next Friday") against today's date.
   • Account — which account it'll land in: BBVA EUR / Wise Business (USD) / Wise Business (GBP) / Unknown. Ask if not obvious from context (e.g. Upwork clients land in Wise Business USD via the Funds Upwork holding account; Spanish B2B clients land in BBVA EUR).
   • Confidence — confirmed (invoice sent / date agreed) or estimated (rough guess). Default to estimated unless Mark says otherwise.

2. Read the current YAML, append the new entry to the income list, write it back. Never remove or rewrite existing entries — append only.

3. Confirm what was added in one line:

   Added: €[amount] from [label], expected [date] → [account] ([confidence])

Rules

• Never invent an amount, date, or client — ask if any are missing from the prompt.
• This file is read by gnucash_parser.py's cash flow forecast on every dashboard/collector run — entries with a past date are automatically ignored, no cleanup needed.
• To remove or correct an entry, edit the YAML directly (there's no "remove" mode here — keep it simple, it's a short manually-curated list).