Finances overview
See what came in and what went out this year and last year, every financial record and every payment, and add incomes.
4 articles · Last updated Nov 5, 2026
How the finances overview worksThe finances overview adds up your income and expenses of last year or this year, shows them month by month in a chart, and lists every financial record and payment.Find a financial record or a paymentIn the finances overview, switch between Financial records and Recorded payments. Filter or search the list, then use ⋮ on a line to edit, pay, copy or delete.Add an income that is not a sales invoiceIn the finances overview, click Add new, then Add income. Choose a category, the customer and the amounts, then click Create income. To add many at once, import a CSV file.Who can see and change finances and invoicesThe Business owner can do everything. A Member needs the Finances permission to see the Finances menu, and the Invoicing permission to see and change invoices and records.