Start with real records
Nothing is in this tracker yet.
Add your first entry above. For example: Oct 14 · Paint for the Smith job · Expense · Supplies · $86.40Money · Free tracker
Income & expense tracker
Your money in, money out and what’s left, with every entry sorted by category.
How this tracker works
This is a quick cash list. It does not go into your Accounting books. If you also use Accounting, enter each item in only one place.
$0.00Income
$0.00Expenses
$0.00Income minus expenses
Totals for all 0 entries
Your entries0
Nothing here yet.
Your money in, money out and what’s left, with every entry sorted by category.
For exampleOct 14 · Paint for the Smith job · Expense · Supplies · $86.40
YOUR NEXT STEP
Calculated guidanceInsights & next steps
Based on the current figures shown here. These review prompts use rules, not a live AI model.
Keep business and personal apart
Only business income and costs belong here. Moving money between your own accounts is not income or an expense, so leave transfers out.
Give each entry a category; the totals above show income, expenses and the difference.Ask about my numbers · optional AI
Only the workspace owner can use this connection. OpenAI receives the summary below and your question when you click Send. Do not include names, SSNs, account numbers, employee details or patient information. AI can make mistakes and has no live tax-law lookup. Nothing is posted, paid or changed.
Review the summary to send
{
"area": "standalone tracker",
"tracker": "income-expenses",
"scope": "current filtered active entries only",
"items": [
{
"title": "Start with real records",
"detail": "Nothing is in this tracker yet.",
"action": "Add your first entry above. For example: Oct 14 · Paint for the Smith job · Expense · Supplies · $86.40"
},
{
"title": "Keep business and personal apart",
"detail": "Only business income and costs belong here. Moving money between your own accounts is not income or an expense, so leave transfers out.",
"action": "Give each entry a category; the totals above show income, expenses and the difference."
}
],
"summary": [
{
"label": "Income",
"value": 0,
"unit": "money"
},
{
"label": "Expenses",
"value": 0,
"unit": "money"
},
{
"label": "Income minus expenses",
"value": 0,
"unit": "money"
}
],
"count": 0,
"guidance": [
{
"title": "Start with real records",
"detail": "Nothing is in this tracker yet.",
"action": "Add your first entry above. For example: Oct 14 · Paint for the Smith job · Expense · Supplies · $86.40"
},
{
"title": "Keep business and personal apart",
"detail": "Only business income and costs belong here. Moving money between your own accounts is not income or an expense, so leave transfers out.",
"action": "Give each entry a category; the totals above show income, expenses and the difference."
}
]
}Connect an OpenAI API key in Accounting → Business money → Planning & controls → Connections. Provider billing applies. Responses are requested with storage disabled; provider retention policies still apply.