Here’s the background… I have a dashboard tab from my prior 5 years plus of handmade, hand-entered data. This dashboard’s bottom half is perfectly analogous to the Balances tab (Assets on the left, Liabilities on the right). I want to add higher level income and expense information above the net worth section from Balances.
Are there instructions on building your own tab? Or on expanding an existing tab?
Also, and primary to this, is there a way to designate income as passive versus active? A key part of my dashboard is an indicator of how much passive income is covering expenses for a given period (month, year). I’m guessing this could be done via Categories, but I’m wondering if others have tackled the active versus passive income tracking.