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How to Use Finances

Keep track of your expenses and revenue all in one place

Updated over 2 months ago

The Finances tab allows you to keep track of revenue and expenses associated with your business. In this tab, you can find records for any purchases you've made for your business, add transactions to your ledger, upload receipts, and export your financial data.

You can use filters that can segment out Expenses and Revenue, and also toggle through dates in which these transactions were made and uploaded into the ledger, as seen above. ⬆️

Check out how this user navigates through their expenses and revenue from March 1 to April 8 2023 ⬇️:

Take a look at this video for a quick overview of our Finances Features ⬇️


Want to learn more about how to best use Finances in Workspace? Check out these related articles:

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