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Projects, tracked from plan to profit

Create projects, link them to clients, and tag transactions as you work. Review income, expense, and net totals over any date range.

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Project timeline illustration

Project tracking without extra overhead

Keep structure light, and reporting clear.

Project directory
Add, edit, search, and paginate projects as your ledger grows.
Codes, clients, and notes
Add an optional code, link to a client, and keep notes with the project record.
Schedule dates
Set start and end dates to keep timelines explicit and comparable across projects.
Tag transactions to projects
Select or create a project while entering a transaction, so work stays connected to the right bucket.
Profit summary by range
Review total income, total expense, net total, and top projects for the period you select.
Recycle bin controls
Soft-delete and restore when needed. Owners/admins can hard-delete for cleanup.

Made for operational reporting

Setup

A project record you can actually use

Create a project with a name, optional code, status, client link, dates, and notes. Archive projects when they are done without losing history.

Active vs archived

Keep current projects focused, and archive the rest when you are finished.

Client linkage

Link projects to clients for cleaner rollups and filtering.

Project record with status and client
Workflow

Tag transactions as you go

Choose a project in the transaction drawer, or create a new one on the spot. Keep the ledger consistent without switching screens.

Create from the transaction drawer

Add a project mid-entry and keep momentum.

Recently used highlights

Recent projects surface first so selection stays fast.

Transaction drawer with project selection
Reporting

See profitability by project

Pick a date range to view totals and a top projects list. Filter by client and status when you need a focused view.

Income, expense, net

Understand outcomes without exporting to a spreadsheet.

Filters by status and client

Narrow down the list when you're reviewing a subset of work.

Project profitability summary and top projects

Questions, answered

Ready to see profitability by project?

Create your first project, then tag transactions as you work.

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