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Finance Module

Income and expense entries, monthly trend, and spend by category

Last updated 2026-11-01

The Finance module tracks money coming in and going out, month by month. Each budget entry is income or an expense, with a category, an amount and the month it belongs to. It gives a quick view of cash flow; it is not an accounting system.

Open the module

The Modules group in the sidebar shows a page for each of your work roles. To pick your roles, click your name at the bottom of the sidebar and choose My work roles. Pick up to 3 roles, then click Save changes in the bar at the bottom. You can also find this page in Workspace Settings → Your work roles. Roles belong to one workspace, so you can pick different roles in each workspace.

You can open any module, even one that is not your role, from Modules → All Modules. If you don't see Modules in the sidebar, the workspace owner has turned off Role Modules in Workspace Settings → Features.

The dashboard

The top of the page has four numbers:

  • Total income and Total expenses — all your entries added up.
  • Net balance — total income minus total expenses.
  • Finance hours — hours from your work logs tagged Finance this month.

Two charts follow: Income vs expenses (6 months), a bar for each of the last six months, and Expenses by category. Under them, the Budget entries table lists each entry with its category, type, amount and month.

The Finance page: the Total income, Total expenses, Net balance and Finance hours numbers above the six-month income and expenses chart and the Expenses by category chart

Add a budget entry

  1. Click Add Entry at the top right of the page.
  2. Type a Name, for example "Warehouse rent". It is required.
  3. Pick the Type: Income or Expense. Then type the Category (also required) and the Amount ($). Month and Year start at the current month: change them if the entry belongs to another month. You can also add Notes.
  4. Click Create.

The New Budget Entry panel with the Name field, the Type list and the Create button marked

Change or remove an entry

Click Edit on an entry's row to change it, then click Update. Click Delete to remove it.

Tips

  • Use the same category names every time (for example "Salaries", never "Payroll" one month and "Salaries" the next), so the category chart stays useful.
  • Add one entry per month for costs that repeat, such as rent or salaries. The six-month chart reads each entry's month and year.
  • Ask AI at the top of the page opens Ask AI in Finance mode, so its answers focus on finance work.