---
title: "How to Recategorize Paystub Earnings"
slug: "how-to-recategorize-paystub-earnings"
description: "Recategorize paystub earnings accurately by updating Base, Overtime, Commission, Bonus, Tips, and Other categories for precise income classification."
tags: ["AutomatIQ Borrower", "Encompass Desktop", "Income Analysis"]
updated: 2026-09-11T20:58:32Z
published: 2026-09-11T20:58:32Z
canonical: "docs.cotality.com/how-to-recategorize-paystub-earnings"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Recategorize Paystub Earnings

## Overview

You can recategorize paystub earnings to ensure income is classified correctly. Use this process to reassign earnings between the Base, Overtime, Commission, Bonus, Tips, and Other income categories. When you update an earnings category, Income Analysis automatically recalculates the source and destination categories, including the Current, YTD, and monthly calculated amounts.

**Before you begin, keep the following in mind**:

- The Wage section includes six earnings categories: **Base**, **Overtime**, **Commission**, **Bonus**, **Tips**, and **Other**.
- Each earnings category includes its own **Edit** option (button).
- **Base pay** earnings can only be moved to or from the **Base** category through the **Base Edit** option.
- If the income is in a Rep & Warrant (RW) status and the calculations have been accepted, you must first unaccept the values before making edits. To do this, click the **Investor Surround** to open the investor popup, then select **Unaccept** (for files with a DU Casefile ID) or **Exit Preview** (for files without a DU Casefile ID). This unlocks the calculations and enables editing.

---

## Recategorize paystub earnings

[Embedded content](https://app.storylane.io/demo/i8ixybzx1j1s?embed=inline)

1. Navigate to the **Wage** income section.
2. Click the **caret icon** to expand the employer detail section.
3. Locate the **Earnings** category you want to update, then click **Edit**.
4. In the Editing popup, expand the **Paystub Earnings Detail** accordion.
5. Locate the earnings item you want to recategorize, then select the appropriate income category from the **Earnings** dropdown. If year-end paystubs are present they will also be updated.

> [!NOTE]
> **Tip**: Use the **Included** checkbox to include or exclude an earnings item from the calculations. To exclude an earning item, clear the checkbox.
6. Enter any relevant notes in the **Comment** field.
7. Click **Save Changes**.

> [!NOTE]
> **Note**: Any changes you make will apply to both the year-to-date (YTD) and prior year-end paystubs.

---

## Outcome

You can recategorize paystub earnings to ensure income is categorized correctly and reflected accurately in the analysis.