Insights on your business income

April 14, 2021

We have just published another most requested feature before the holidays. With the latest update, you can now add a client to your business income.

To tag an Income transaction with a client:

  • you can go to the detail screen of a transaction that you will classify as an Income and add a client.
  • you can go to the detail screen of a transaction you have already classified as an Income and add a client.
  • you can add a client when you create a new rule for Income.
  • you can edit an existing rule by adding a client.

You will see your earnings by clients on the Home dashboard and have a chance to see which is your best-paying client. This is the first step for providing insights on your self-employed business. More on our roadmap!


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