# Income Add

> Quick-add an expected incoming payment to the cash flow forecast (/media/data/Dropbox/Work/Admin/Financial/Accounting/config/expected_income.yaml). Trigger phrases: "expecting a payment", "income coming in", "add expected income", "/income-add".

- Skill: `markbaindesign/income-add` (Agent Skill)
- Install (CLI): `npx skillmds@latest add markbaindesign/income-add`
- Raw SKILL.md: https://api.skillmd.com/api/skills/markbaindesign/income-add/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Finance & Business
- Author: markbaindesign (https://skillmd.com/u/markbaindesign)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/markbaindesign/income-add

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# 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).

