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Stackably Admin app: income, expenses and profit & loss

How to read the Income, Expenses and P&L tabs in Finance in the Stackably Admin app, including filtering transactions and viewing totals by payment method.

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Written by Kelly Shirey

This article covers the money reports in More › Finance in the Stackably Admin app.

Income

Use the arrows to choose a month. The top card shows Total income plus Due, Past Due and Paid totals. Tap a card to filter. Below, filter by Status (All, Paid, Due, Past Due) and Payment method (All, Cash, Check, Card), or tap the date button to pick a range. Each record shows the date, customer, what it was for, amount, status and processor. Tap ⋯ on a record for options.

Income transactions with status and payment method filters

Tap Summary (the pie-chart icon) for an overview: total income compared with last month, Today and This week, totals By method (cash, card, check), and Receivables (due this month, past due and due next month). Tap View transactions to go back to the list.

Income summary by method and receivables

Expenses

See Total expense for the month, Today and This week, totals By method, and a comparison with the previous month. Tap the blue + to record an expense.

Expenses summary

Profit & loss (P&L)

Switch between Year and Month and pick the period. You'll see Income, Expense and Net profit, a By month bar chart, and a Breakdown table with income, expense and net for each month.

Profit and loss by month
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