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.

Project tracking without extra overhead

Keep structure light, and reporting clear.

Project directory

Add, edit, search, and paginate projects as your workspace 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

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.

Tag transactions as you go

Choose a project in the transaction drawer, or create a new one on the spot. Keep the workspace record 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.

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.

Questions, answered

Can I create a project while entering a transaction?

Yes. In the transaction drawer, choose Create project to add one without leaving the workflow.

Can I archive a project?

Yes. Projects can be marked archived so you can focus on active work while keeping history.

What does the profit summary include?

Totals for income, expense, net total, and transactions, plus a top projects list for the chosen date range.

Can I filter projects by client?

Yes. Use the client filter to review projects tied to a specific client.

Can I restore deleted projects?

Yes. Use the recycle bin view to restore soft-deleted projects.

Who can hard-delete projects?

Owners and admins can hard-delete from the recycle bin. Everyone else can soft-delete.

Ready to see profitability by project?

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

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