52 lines
1.1 KiB
Markdown
52 lines
1.1 KiB
Markdown
# Primary Income Templates
|
|
|
|
Choose ONE template that matches your main source of income.
|
|
|
|
## Available Templates
|
|
|
|
- `payg-employee.yaml` - Salary/wage earner
|
|
- `sole-trader.yaml` - ABN holder, contractor, quarterly BAS
|
|
- `small-business.yaml` - Business owner with employees
|
|
- `retiree.yaml` - Superannuation/pension income
|
|
- `student.yaml` - Minimal income, government payments, HECS
|
|
|
|
## YAML Schema
|
|
|
|
```yaml
|
|
name: Template Name
|
|
layer: primary
|
|
description: |
|
|
Multi-line description of this template.
|
|
|
|
categories:
|
|
- name: "Category Name"
|
|
parent: null # or "Parent Category Name"
|
|
description: "Category purpose"
|
|
|
|
rules:
|
|
- id: unique-rule-id
|
|
pattern: "regex pattern"
|
|
category: "Target Category"
|
|
confidence: high|medium|low
|
|
description: "What this rule does"
|
|
|
|
tax_tracking:
|
|
bas_enabled: true|false
|
|
gst_method: cash|accrual
|
|
# ... other tax config
|
|
|
|
alerts:
|
|
- type: alert_type
|
|
schedule: quarterly|monthly
|
|
message: "Alert message"
|
|
|
|
dependencies:
|
|
requires: []
|
|
conflicts_with: ["other-template-id"]
|
|
|
|
metadata:
|
|
created: "YYYY-MM-DD"
|
|
version: "1.0.0"
|
|
priority: 1
|
|
```
|