Finance Tracking

Short Description

Finance tracking gives a practical view of project money: planned income, actual income, labor cost, material cost, other expenses, profit, and margin.

This helps owners and foremen understand whether a project is staying within the expected numbers. It is not a full accounting system, but it keeps site-level financial context close to the work.

Transactions can be added as income or expense and grouped by category, so later review is cleaner than reading through payment notes in chat.

Quick Guide

1. Go to Projects.
2. Open the required project.
3. Select Finance.
4. Review the project finance summary.
5. Add an income or expense transaction.
6. Choose the category.
7. Enter amount, date, and note.

Practical Use Case

A company owner records a client payment, material purchase, and extra labor expense, then checks whether the project still has a healthy margin.

Pro Tip

Add short notes to unusual expenses. A few words can explain why the cost happened when you review the project later.