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Transactions (income and expenses)
Transactions track income and expenses that don't flow through invoicing. Software subscriptions, contractor payments, cash receipts, and other costs or revenue are recorded as individual transactions, each linked to a project for a complete financial picture.
Creating transactions
Each transaction is logged with an amount, date, category, and description. Transactions are marked as either income or expense. An income transaction might record a cash payment or wire transfer that bypassed invoicing. An expense transaction might capture a software purchase, subcontractor fee, or material cost tied to a specific project.
Transaction categories
Categories group transactions for filtering and reporting. Custom categories like "Software", "Subcontractor", "Travel", "Materials", or "Office Supplies" can be created and reused across transactions. Categories keep the data consistent, so filtering the transaction list by category gives an accurate total for each spending area.
Linking transactions to projects
Each transaction can be linked to a project. When linked, the transaction appears in the project's transactions tab and factors into the project's financial overview. Income transactions increase the project's total revenue, and expense transactions increase the project's costs, so the project's net income reflects the full picture, not just invoice payments.
Viewing net income
The transactions view totals income and expenses, showing net income for the workspace or for a specific project. Combined with invoice data, transactions complete the financial overview by capturing costs and revenue that invoices don't cover. Tracking both invoices and transactions gives an accurate view of margins per project, so revenue and costs sit in one place without exporting data to a separate accounting tool.
