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Income & Expenses

Know where every dollar goes

Log income by source and link it to invoices. Track expenses with categories, receipts, and recurring schedules. A clear, sortable ledger that replaces the spreadsheet you've been pretending is good enough.

Invoice linking

Tie income to specific invoices

Multi-currency

Track in any currency

Recurring expenses

Daily, weekly, monthly, yearly

Receipt attachments

Upload files to any expense

Income
This month
Website Redesign — Final payment
Mar 18 · INV-042
$12,500
Brand Identity — Deposit
Mar 12 · INV-039
$4,000
Monthly Retainer — Volta Motors
Mar 1 · INV-037
$3,500
3 entries $20,000
Linked to INV-042
Income Tracking

Every payment, linked and logged

Record each payment with amount, currency, date, and description. Multi-currency support lets you log in any currency. Link income entries to invoices so you always know which ones are covered and which are still outstanding.

  • Every payment linked to its invoice automatically
  • Sortable, searchable ledger with pagination
Expense Tracking

Expenses with receipts, not guesswork

Log one-time or recurring costs with receipt attachments. Set recurring schedules — daily, weekly, monthly, or yearly — and next due dates calculate automatically. Assign expenses to projects for cost allocation.

  • Receipts and documents attached to every expense
  • Project-level cost tracking for true profitability
EXPENSES
March 2025
Adobe Creative Cloud
Monthly
$54.99
Domain renewal — illusly.com
Yearly
$14.00
Stock photography
One-time Website Redesign
$29.00
3 entries $97.99
Next due: Apr 1
Financial Overview
Q1 2025
Total Income
$58,400
Total Expenses
$12,320
Net Profit
$46,080
Profit Margin
78.9%
Income vs Expenses
Jan
Feb
Mar
Income
Expenses
Profitable this quarter
Financial Overview

Income, expenses, and profit — one view

Total income, total expenses, net profit, and margin in a single dashboard with visual bar charts. Compare months or quarters, spot trends, and understand where your business stands financially — without opening a spreadsheet.

  • See profitability at a glance, not in a spreadsheet
  • Compare periods to spot trends early
Categories & Allocation

Know what each project actually costs

Organize expenses into categories — Software, Travel, Office, Marketing. Allocate costs to specific projects and link income to specific clients so you see true profitability: not just revenue, but revenue minus what you spent to earn it.

  • Category-level breakdowns for tax-time clarity
  • Revenue and costs attributed per project and client
EXPENSE CATEGORIES
March 2025
Software
$540
Travel
$1,200
Office
$380
Marketing
$900
PROJECT ALLOCATION
Website Redesign
54% $1,640
Brand Identity
28% $840
Unallocated
18% $540
Tax-deductible: $2,480

How it works

Three steps. That's it.

No setup wizards, no onboarding calls. Just start using it.

1

Record income

Log each payment with amount, date, and source. Link it to an invoice for clean reconciliation.

2

Log expenses

Add costs with categories, receipts, and recurring schedules. Assign to projects for profitability tracking.

3

Read the numbers

Income vs. expenses, net profit, and margin in one dashboard. No formulas, no pivot tables.

Why it matters

Clarity, not confusion

Income vs. expenses and profit margin in one view. You know where your business stands without a spreadsheet.

Tax time, already handled

Categorized expenses with receipts attached. When your accountant asks, everything is organized and exportable.

True project profitability

Allocate expenses to projects and see what you actually earned — revenue minus costs, not just the top line.

FAQ

Common questions

Can I link income to specific invoices?

Yes. Link any income entry to an invoice for reconciliation. You always know which invoices are covered.

Does it handle recurring expenses?

Yes. Set expenses to repeat daily, weekly, monthly, or yearly. Next due dates are calculated automatically.

Can I attach receipts?

Yes. Upload receipt files and supporting documents to any expense entry.

Can I track expenses by project?

Yes. Assign expenses to projects. This feeds into the Project Profitability report.

Is multi-currency supported?

Yes. Log income and expenses in any currency. Set a workspace default and override per entry.

See if it fits.

Free plan. No credit card. Takes a minute.