Skip to main content

Setting up an Income Source

Written by Ari Schlacht
Updated over 2 months ago

How do you receive your income?

Choose the option that matches how money comes in today.
You can always change this later.


Checks

If you receive paper checks, you have two easy options.


Option 1: Keep depositing checks as you do today

  • Deposit your checks through your existing bank

  • Create a rule to auto-send funds to your Income Source

Recommended rule setup

  • Trigger: Incoming funds

  • Amount: 100%

  • Destination: Your Income Source

To do: Create rule → Opens rule drawer → Incoming funds → 100%


Option 2: Deposit checks directly into Sequence

  • Use the deposit check flow inside Sequence

  • Scan the check using the QR code

This keeps everything in one place and speeds up automation.

To do: Click on an income source → hit the 3 dots in the top right → click deposit check

Need help depositing a check?
Contact support


Direct deposits

This includes salaries, benefits, or recurring payments.


Provide your employer with your new bank details of the income source

  • Share your routing number

  • Share your account number (Income Source account)

To do: Click on the income source → locate the routing & account numbers in the top right of the panel

That’s it, your paycheck will land directly in Sequence.

Need further verification?

Some employers ask for extra documentation.

  • Download a voided check directly from Sequence


Need to keep receiving in your existing checking account?

While this isn't advised for the reasons mentioned in the previous page

You can also:

  • Create a rule from your old checking account

  • Auto-route 100% of incoming funds to your Income Source

This works while your employer updates their records.

Need help with employer setup?


Contact support


Online business platforms

(Stripe, Shopify, Etsy, or. any payment processor)

If your income comes from an online platform, setup is quick.


Update your payout destination

  • Change the payout account to your Income Source

Depending on the platform, you can either:

  • Connect to Sequence via Plaid, or

  • Manually enter your routing and account number


Not sure which option to choose?

Platforms vary, and we’re happy to help.

Contact support


Once your Income Source is live, you’re ready to automate what happens next.

Did this answer your question?