π° Finance
Business intelligence and financial management for solo entrepreneurs.
Overview
The Finance module offers:
- Revenue Dashboard - Revenue overview
- Invoice Management - Create & manage invoices
- Expense Tracking - Categorize expenses
- Profitability - Project profitability
- Tax Prep - Tax preparation
Revenue Dashboard
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
β π° Revenue Dashboard - 2025 β
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ€
β β
β Year to Date: CHF 95,450 β
β This Month: CHF 8,450 / 10,000 target β
β MRR: CHF 3,200 β
β ARR: CHF 38,400 β
β β
β Revenue by Source: β
β βββ Client Projects: CHF 55,000 (58%) β
β βββ SaaS: CHF 32,000 (33%) β
β βββ Consulting: CHF 6,450 (7%) β
β βββ Other: CHF 2,000 (2%) β
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
Invoices
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
β π Invoices β
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ€
β Unpaid: β
β βββ #2025-045 β CHF 2,500 β Due Dec 15 β Client ABC β π’ β
β βββ #2025-044 β CHF 1,200 β Due Dec 10 β Client XYZ β π’ β
β β
β Paid This Month: β
β βββ #2025-043 β CHF 3,500 β Paid Nov 28 β Client DEF β
β βββ #2025-042 β CHF 1,750 β Paid Nov 25 β Client ABC β
β β
β [+ Create Invoice] β
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
Create Invoice
Finance β Invoices β [+ New]- Select client and project
- Add line items
- Export as PDF
- Send via email
Project Profitability
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
β Project β Revenue β Hours β Rate/h β Profit β
β ββββββββββββββββββββββΌββββββββββΌββββββββΌβββββββββΌββββββββββ β
β SnipScheduler v2 β 24,000 β 160 β 150 β +20% β
β Client ABC Website β 8,000 β 45 β 178 β +40% β
β Client XYZ App β 15,000 β 120 β 125 β -10% β
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
π’ Profitable (>120/h) π‘ Break-even π΄ Below Target
Tax Preparation
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
β π§Ύ Tax Preparation - 2025 β
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ€
β β
β Total Revenue: CHF 95,450 β
β Total Expenses: CHF 15,200 β
β Net Income: CHF 80,250 β
β β
β VAT Collected: CHF 7,731 β
β VAT Paid: CHF 1,231 β
β VAT Due: CHF 6,500 β
β β
β [Export for Accountant] β
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
Keyboard Shortcuts
| Action | Shortcut |
|---|---|
| Open Finance | G F |
| New Invoice | Ctrl+Shift+I |
Related Modules
| Module | Connection |
|---|---|
| Projects | Project budget |
| CRM | Client invoices |
| Dashboard | Revenue widget |
| *Next: Innovation Lab | Previous: CRM | Table of Contents* |
Denly - 2026