A UGC income tracker
Money in UGC Planner shows what you earned this month against your goal, what you spent and what brands still owe you. A deal's amount is added when you mark it paid; other income and expenses you add yourself, with receipts.
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How do I track UGC income?
Mark a deal paid and its amount is added to the month. Income that did not come from a brand deal goes in by hand, sorted by source: affiliate, Amazon, ShopMy, the TikTok Creator Fund, consultations, speaking and other. The month shows what you earned, how far you are from your goal and what is still owed to you.
How does the monthly goal work?
Set a goal for the month. The Today screen shows how much you have earned, how much is left to go and how much is in the pipeline, and you can open any past month to see how it went.
How do I track expenses?
Log each expense with its receipt: a photo, an image from your library or a PDF. Expenses are sorted into Equipment, Subscriptions, Beauty supplies, Editing, Food and Other, and with Cloud Data on, an expense can repeat weekly, every two weeks or monthly.
Can I see a monthly summary?
Yes. Each month you can download a monthly report as a PDF, or share your month as an Instagram Story, in dark or light, choosing whether to show what you earned and your top brands.
What about taxes?
UGC Planner also keeps a suggested tax reserve, your quarterly tax payments and a year-end worksheet. See UGC taxes.
What do Base and Pro include for money?
| Feature | Base | Pro |
|---|---|---|
| Income and monthly goal | Yes | Yes |
| Expenses with receipts | Yes | Yes |
| Monthly report and Instagram Story | Yes | Yes |
| Tax reserve and quarterly payments | Yes | Yes |
| Annual tax report export | No | Yes |
Common questions
Can I track income that isn't from brand deals?
Yes. Add affiliate, Amazon, ShopMy, TikTok Creator Fund, consultation, speaking or any other income by hand, and it counts toward your month.
Does UGC Planner connect to my bank?
No. Deal income is added when you mark a deal paid, and other income and expenses are added by you.
Does UGC Planner file my taxes?
No. It keeps the numbers you need and shows what to set aside. Filing is done by you or your accountant.