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What is an Income Source account?

What is an Income Source?An Income Source in Sequence is a real checking account.It’s the gateway where money enters the Sequence world.Yo...

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Written by Sigal Weiner
Updated over 3 weeks ago

What is an Income Source?

An Income Source in Sequence is a real checking account.

It’s the gateway where money enters the Sequence world.

You can use it to receive income from:

  • Paychecks (via direct deposit or physical checks)

  • Customer payments from POS systems (e.g., Square or Clover)

  • Transfers from platforms like Stripe, Shopify, PayPal, or Venmo

Once funds arrive, Sequence routes them automatically -

to your credit cards, savings, investments, or other accounts.


Why Use an Income Source?

While you can fund Sequence from a regular bank, it’s not ideal:

  • External bank transfers can take up to 3 banking days

  • Sequence Income Sources move money in hours, not days

  • That means faster payments to your accounts and better visibility


How It Works

Your Income Source acts is a real checking account built inside Sequence.

It comes with:

  • A routing number and account number

  • Support for ACH transfers, mobile check deposits, and direct deposit payouts

Once money lands:

  • Sequence detects the deposit

  • Your automations distribute funds to where they need to go

Here’s just one example of a way funds can be routed into Sequence using an Income Source


Setup at a Glance

  1. Add Income Source – Tap + at the bottom of your Money Map, click add an income source.

  2. Name It – Choose a name like “Client Payments” or “Shopify Store.” Assign a beneficiary: yourself or your business.

  3. Get Account Details – Use the provided routing and account numbers to direct income here.

That’s it - your new Income Source is ready to power your money movement in Sequence.

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