Project income tab
Record revenue sources and monitor project cash coming in
The Income tab tracks money coming into the project.
What you can do
- add income records
- review total income
- compare top sources
- compare top categories
- filter by date, source, category, currency, search text, and amount
What an income record can represent
Examples:
- client payment
- milestone payment
- installment
- approved internal funding
- recovery or reimbursement
Why categorization matters
Using clear categories and sources makes reporting stronger.
Recommended approach:
- keep source names consistent
- keep category labels simple and reusable
Best practice
Enter income as soon as it is approved or received so the Overview tab stays accurate.