How to Analyze Income vs. Expense

Overview
The Income Vs Expense report overlays your total billings against your total expenditures over time, helping you monitor net cash flow.

Steps

1. Navigate to Reports > Income Vs Expense.

2. Set Duration (e.g. 01-04-2025 to 27-04-2025).

3. View the two key cards: Total Earnings and Total Expenses.

4. Examine the bar chart: blue bars = income, red bars = expense per date.

5. (Optional) Export data via the Export button.

Tips

• Compare similar periods (e.g. month-over-month) to spot seasonality.

• Drill down: filter by Project or Category for detailed analysis.

Troubleshooting / FAQs

• Q: Expense bars appear but income is zero.

  • A: Confirm you have recorded invoice payments in the date range.

• Q: Exported CSV only shows expenses.

  • A: Make sure “Income” checkboxes are included in your filter settings.