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DocsFinanceOverview
Finance · 2 min read

Overview

Your income, expenses, and net profit for the month, all in one glance — the first thing you'd want to check.

Why this matters

You shouldn't need to dig through separate income and expense lists just to know whether this month was a good one. Overview does that math for you.

What you'll see

Income this periodRevenue from completed bookings.
Expenses this periodEverything you've logged.
Net profitIncome minus expenses, calculated for you.

Reading your overview

  1. Open Finance

    Overview is the first tab.

  2. Check the current period

    See this month's numbers by default.

  3. Compare against a past period

    Switch the timeframe to spot trends.

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