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Managing an Income Source

Written by Ari Schlacht
Updated over 4 months ago

You can personalize your Income Sources and Pods in Sequence to keep things clean, clear, and easy to manage.

Whether it’s renaming, adding context, or giving it a fresh icon - it only takes a few seconds.


Change the icon

Want your account to stand out?

  1. Click on the Income Source or Pod

  2. Click on the icon at the top

  3. Pick any emoji from the picker

That’s it - your new look is saved instantly.


Change the name

To update the name of your account:

  1. Click into the Income Source or Pod

  2. Click once on the bolded name

  3. Just start typing the new name

  4. Hit Enter (or Return) to save it

Great for labeling income sources based on their use—like “Q3 Client Funds” or “2025 Sales Revenue”


Add a description

You can also add a short description to give context:

  1. Click into the Income Source or Pod

  2. Find the field that says “Enter an account description”

  3. Start typing and press Enter to save

Descriptions are great for notes like “Paycheck from Stripe every other Friday” or “Holds event ticket revenue.”


Need to add or delete an Income Source or Pod?

Head over to Adding or Deleting an Account for a full walkthrough.


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