> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/households/revenue/entering-expected-revenue.md).

# Entering Expected Revenue

## Entering Expected Revenue

Track the revenue you expect from every household against what actually arrives from platforms and insurers, so uncollected fees get chased instead of discovered at year end.

### Household Revenue tab

1. Open a household → **Revenue** tab (after Financial Planning).
2. **Add expected revenue** → fill the modal: product, type, account/policy no. (enables product-level matching), institution, start/end dates, upfront $, **upfront date** (optional — only set this if the upfront fee lands in a different month than Start, e.g. the client starts in April but the fee isn't invoiced until June), ongoing $, **GST basis** (whether the $ amounts you just typed already include GST or not), frequency → Save.
3. The tab shows received payments (from revenue processing) beside your schedules, with FY navigation and variance stats. An **Inc GST / Ex GST** toggle in the tab header switches every number on the tab between GST-inclusive and GST-exclusive instantly — it doesn't matter which basis you originally entered a schedule in, the toggle always shows both correctly.

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