Yearly Income Tracking

The yearly income tracker displays a running total of all your income transactions, starting from the day you defined as the beginning of your fiscal year, including both paid and not yet paid income transactions:

It also compares this running total to the yearly income goal you define.

Here is how to configure and get results for your business:

Define your start of fiscal year

Go to your settings ( icon) then change the start of fiscal year:

Go to the Yearly Goal chart

Click on the Forecasting icon then on Yearly Goal:

Define a yearly goal

Click on Edit goal and enter your yearly goal.

Visualize your income tracking and forecast

You can mark as paid transactions just below the chart. This updates your progress bar and income tracking chart in real-time: