View Revenue and Profit

See how much you're making and keeping.

Understanding your revenue and profit helps you make informed business decisions.

#Access financial reports

  1. Go to Overview

You'll see cards showing your key metrics.

#Revenue

Revenue is the total money coming in:

  • Invoice payments
  • Sales
  • Other income transactions

#View revenue

  • Current period total
  • Comparison to previous period
  • Trend over time

Revenue is based on income transactions in your connected accounts.

#Profit

Profit is revenue minus expenses:

  • Revenue: All income
  • Expenses: All outgoing transactions (excluding transfers)
  • Profit: What's left

#View profit

  • Current period profit
  • Profit margin (profit as % of revenue)
  • Trend over time

#Date ranges

Switch between:

  • This month / Last month
  • This quarter / Last quarter
  • This year / Last year
  • Custom date range

#Filters

Filter to see specific views:

  • By account (see profit from a specific bank account)
  • By category (see revenue from certain categories)

#Share reports

  1. Open the report you want to share
  2. Click Export or Share
  3. Get a link or download PDF

Learn more about sharing reports →

#Tips

  • Review weekly to catch issues early
  • Compare periods to spot trends
  • Use profit margin to understand efficiency