๐Ÿ’ฐ Finances

+ Record money

Don't retype money โ€” import commission & payments from AgentMate/QuickBooks. QuickBooks stays your official books; this is the live trip-money view. Add by hand only for one-offs.

By month

Transactions

DateCategoryTrip/DescStatusAmount

Trip profitability (from ๐Ÿ“„ Quotes)

ClientDestinationSellCostMargin%

Trip Board โ€” your cost & cash (from ๐Ÿ“‹ Trips + entries tagged to that client)

ClientDestinationYour costReceivedPaid outNet cash