Back to Documentation

Income tracking

Categorise revenue by channel, monitor trends, and export ledgers that align with your accounting close process.

8 min readUpdated May 10, 2026

Revenue channels

Map each income source—product sales, services, grants, or investments—to categories that match your chart of accounts.

  1. Define income categories under Settings → Income.
  2. Record manual entries or import bank deposits with suggested categories.
  3. Reconcile against issued invoices where applicable.

Reporting views

Use monthly and quarterly dashboards to compare channels, spot seasonality, and share exports with leadership or external accountants.

Related guides

Need more help?

Talk to our team or explore features