Track Freelance Income and Business Expenses

Record income and expenses with useful detail

Add a transaction date, income or expense type, amount, currency and category. Optionally add a financial account, tax amount, vendor, reference, description and notes. Link an income record to an invoice when helpful.

Organize categories and financial accounts

Use available categories or create your own. Track records against a financial account with a currency and opening balance. Cash, bank, PayPal, Stripe and Payoneer account types are labels for your records; they do not connect to those services.

Find and review your records

Filter transactions by date, type, currency, category or account. Search descriptions, vendors and references. The overview shows recorded income, expenses and net amount, with outstanding and overdue invoice visibility. Review different currencies separately.

Keep invoice status and income records consistent

After confirming payment, mark the invoice paid and record an income transaction separately. Neither step substitutes for the other. Add expense records as they occur so your reports reflect recorded transactions rather than just invoices issued.

Move from records to reports

Review a selected reporting period and currency, then use profit and loss, income and expense, or expense-category reports. Accounting history availability depends on your plan. This is lightweight financial organization, not full double-entry accounting.

Frequently asked questions

Are transactions imported automatically?

No. Income and expense transactions are entered manually. There are no bank feeds or automatic reconciliation.

Can I use more than one currency?

You can record currencies and filter reports by currency. A transaction must match its selected financial account’s currency. There is no exchange-rate conversion or consolidated multi-currency total.

Can I export financial summaries?

Yes. Financial reports offer PDF and CSV exports for the selected period and currency.