How do I change primary and secondary income?

Change Primary and Secondary income categories in Vista

Follow these steps to update which income categories are counted as Primary or Secondary income:

1. Open Categories settings

   • Navigate to Settings in the left-hand menu.

   • Select Customization, then open Categories.

2. Define Primary and Secondary income

   • In Categories, drag and drop income categories into either the Primary income or Secondary income list.

3. Save your changes

   • Click Save to apply the changes.

The update is now reflected in new certificates. Existing certificates are not affected.