Income & Expenses

The Income & Expenses tab gives you a real Profit & Loss view — your income, your logged expenses, and the resulting profit and margin, for whatever period you're looking at.

How do I log an expense?

Your first expense is free to try. Logging more requires the Expense Tracker add-on.

What time periods can I view?

Weekly, monthly, quarterly, biannual, or yearly — each aligned to real calendar boundaries (e.g. "this month" always means the 1st through the last day of the current calendar month, not just "the last 30 days").

What counts as income here?

Completed, paid bookings plus any other real income (packages, memberships, deals, product sales) — the same real, completed-only figures used across your Overview and Financials tabs, so all three now agree with each other for the same period.

How is margin calculated?

Margin is your profit (income minus expenses) divided by your income, shown as a percentage. Both profit and margin recalculate live every time you open this tab — there's nothing to manually refresh.