Documentation
Income and expenses
How freelancer and agency admins track income, expenses, and bank transactions.
Who can open it
Income and expenses is for freelancer and agency accounts, and only a Super Admin or an Admin sees it. Client accounts do not have this section. The menu has Dashboard, Income, Expenses, Bank review, and Invoices.
Dashboard
The Income & expenses dashboard is organized by year. From here you can log income, log an expense, or import a CSV. The business type on the account is what labels estimated taxable income.
Connect your bank with Plaid to pull transactions in for review. If bank sync is not available, you can still log entries by hand or import a CSV. If the bank asks you to sign in again, reconnect it from this page.
Income, expenses, and bank review
| Page | What it is for |
|---|---|
| Income | Money in for a year and month. Log income, log an expense, or import a CSV. |
| Expenses | Money out for a year and month, with the same log and import actions. |
| Bank review | Transactions synced from the bank. Accept one onto your books or exclude it. Refresh pulls the latest. Manage banks is under Settings → Integrations. |
How invoices fit next to this bookkeeping is described on the Invoices page.