The $ Finance tab in Finance gives you one place to see how much money came in, how much went out, and what is left, for any day, week or month. This article walks through each part of the screen so you know where to look.
Where is the money-in / money-out screen in Stackably?
To open the money-in / money-out screen, click Finance in the left sidebar, then click the $ Finance tab in the row of tabs at the top of the page (it is the tab with the dollar-sign icon, between Invoice and Profit & Loss). The $ Finance tab opens with four summary cards across the top.
What do the four summary cards at the top show?
The four summary cards at the top of the $ Finance tab show your totals for four time periods. From left to right they are Today, This Week, This Month and Last Month. Each card shows three lines:
Income — the money that came in during that period.
Expense — the money that went out during that period.
Net — Income minus Expense, shown in green when positive.
Tip: Each card also breaks the Income and Expense figures down by how the money moved — cash, card and check — in the small icons beside each amount.
How do I see the transactions behind a card?
To see the individual transactions behind a summary card, click the eye icon in the top-right corner of that card. A Detail window opens for that period and shows:
A By Payment Method table, listing Income, Expense and Net for Cash, Card and Check, with a Total row at the bottom.
A Transactions list, with one row per transaction showing its date, name, payment method, type (Income or Expense) and amount.
When it worked, you will see every transaction that makes up that card's total. Close the window with the X in its top-right corner to return to the tab.
How do I see which categories my income and expenses fall into?
To see your income and expenses grouped by category, use the two panels below the summary cards on the $ Finance tab: Income Categories on the left and Expense Categories on the right. Click a panel's heading to expand it. Inside, each category (for example Product Sales, Events, Custom or Courses) shows its total for the selected period, a bar showing its share of the total, and its percentage. A Total Income (or Total Expenses) row at the bottom adds the categories up. Categories with no activity are grouped under a No Sales heading you can expand.
How do I view my finances on a calendar?
To view your finances on a calendar, scroll to the Finance Overview section on the $ Finance tab. It opens in Calendar view by default, showing the selected month with each day's income (green) and expense (red) totals inside the day's cell. Above the calendar are chips that summarise the period: Past Due, Upcoming and Paid. Use the two buttons at the top-right of the Finance Overview to switch between Calendar and List views.
How do I filter what appears in the Finance Overview?
To filter what the Finance Overview shows, use the row of drop-downs above the calendar or list. There are five:
Contact status — Active or Former contacts.
Payment status — Paid, Due, Past Due or ACH Processing.
Payment method — All, Cash, Check or Card.
Month — January through December.
Year — the year to view.
When it worked, the calendar and list update to show only the records that match your choices.
How do I see my income and expenses as a list?
To see your income and expenses as a list, click the List button at the top-right of the Finance Overview section. The list has an Income / Expense toggle at its top-right so you can switch between the two, plus a date range picker. Each row shows the transaction's Date and status, Name (and its category), Payment method, Amount, Fees and Total. To open a single record's receipt, click the three-dot menu at the end of its row and choose View.
Note: The $ Finance tab is for reviewing money that is already recorded. Sales you take through your shop and point of sale appear here automatically; you can also add a record by hand with the Add Income or Add Expense button in the category panels.