Finance Management

$45,230

Total Revenue

$28,450

Total Expenses

$16,780

Net Profit

$12,340

Cash Balance

Financial Trends
Income vs Expenses
Top Income Sources
Top Expense Categories
Recent Transactions
Client Payment - Project Alpha

Received payment for completed project

Income
+$5,000.00

Dec 15, 2023

Office Rent

Monthly office rent payment

Expense
-$2,500.00

Dec 14, 2023

Transfer to Savings

Monthly savings transfer

Transfer
-$1,000.00

Dec 13, 2023

Consulting Fee

Consulting services payment

Income
+$3,200.00

Dec 12, 2023

Software License

Annual software license renewal

Expense
-$850.00

Dec 11, 2023

Budget Overview
Office Expenses

Monthly office-related expenses

Used: $2,450 Budget: $3,000
82%
Marketing

Marketing and advertising budget

Used: $1,200 Budget: $2,500
48%
Travel

Business travel expenses

Used: $1,800 Budget: $1,500
120%
Equipment

IT equipment and hardware

Used: $3,200 Budget: $5,000
64%
Invoices
INV-2023-001

Client: ABC Corporation

Paid

Due: Dec 20, 2023

$5,000.00

Paid on Dec 15, 2023

INV-2023-002

Client: XYZ Ltd

Pending

Due: Dec 25, 2023

$3,200.00

Created on Dec 10, 2023

INV-2023-003

Client: DEF Inc

Overdue

Due: Dec 5, 2023

$2,800.00

Created on Nov 20, 2023

INV-2023-004

Client: GHI Corp

Draft

Due: Jan 5, 2024

$4,500.00

Created on Dec 18, 2023

Payment Records
Office Rent Payment

Monthly rent to ABC Properties

Completed

Method: Bank Transfer

-$2,500.00

Paid on Dec 14, 2023

Software License

Annual license renewal

Completed

Method: Credit Card

-$850.00

Paid on Dec 11, 2023

Employee Salary

Monthly salary payments

Pending

Method: Bank Transfer

-$15,000.00

Scheduled for Dec 20, 2023

Utility Bills

Electricity, water, internet

Scheduled

Method: Auto Pay

-$450.00

Scheduled for Dec 22, 2023

Available Reports
Monthly Financial Summary

Comprehensive monthly financial overview

PDF

Last generated: Dec 1, 2023

Quarterly Tax Report

Q4 2023 tax preparation report

Excel

Last generated: Nov 30, 2023

Budget Performance Analysis

Budget vs actual spending analysis

PDF

Last generated: Dec 10, 2023

Cash Flow Statement

Monthly cash flow analysis

Excel

Last generated: Dec 5, 2023