After the pushback we received in the first review round of the “Income summary” archetype, we’re considering changing the concept to “Financial summary”. It’s got some of the same content as the Income summary archetype had, but the elements related to specific income have been removed, and a “Financial security” element has been added.
We’ve also renamed the “Primary income source” to “Source of money”, and made it repeatable. The intent is to reflect that several sources of money may be relevant to record, and that sources of money for everyday spending for some people may not be income at all, but for example savings. We don’t feel good about the name “Source of money” though. Does anyone have a suggestion for a better name for this element?
See the mindmap of the Financial summary archetype here: financial summary.xmind (30.4 KB)