← All Worksheets
The Getting Ahead Guidebook Setup Worksheet — Form 1 of 5
Income Sources paychecks · side gigs · recurring deposits
What goes here: Every paycheck, freelance retainer, rental income, side hustle, alimony, social security, and any other reliably-recurring deposit. Use net amounts (after taxes/insurance/401k withholding). The tax columns let the in-app Tax Calculator estimate what you actually owe at year-end.
# Source / Employer Pay Frequency Net Amount Payday Fed Tax? State Tax? Pre-Taxed? Deposited To Notes
company or person weekly / bi-weekly / monthly / semi $ per paycheck (net) day of month Y / N Y / N Y / N which account overtime, bonuses, raises
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15