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Income Source Use Cases

Written by Ari Schlacht
Updated over 4 months ago

There’s no one-size-fits-all way to use Sequence.

Your Map is flexible, your Income Sources are real accounts, and together they’re built to match your exact setup.


A few common patterns we see

  • Automated tax savings
    Dynamically allocate incoming funds into a separate tax account

  • Split income by profit first
    Incoming funds get sent to tax, profit, operating expense, and owners pay accounts

  • Separate client or department funds
    Use different Income Sources or Pods to isolate and track by source

  • Budget by purpose
    Route funds to savings, spending, taxes, or team members/ contractors instantly


See it in action

Watch how others use Sequence

This is where it clicks - browse real workflows, setups, and maps from Sequence users.

Each video shows a different way to organize income and put automation to work.

Contractors

Consultants

Real Estate

Seasonal Business Owners

Tax Savings

Freelancers


From here, jump into Rules to start setting up automations, or head to Organizing Your Map for structure tips and layout examples.


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