Projects & Budgets

Group receipts by project to track spending per client or initiative. Set budgets and monitor how much is remaining.

Creating a project

• • Give it a name and optional color
• • Set an optional budget
• • Assign a customer for easy reference

Tracking

The project detail view shows expenses vs. income, budget progress, and all linked receipts broken down by category. Assign receipts to projects from the receipt detail screen.