Financial Reports
BusyBook gives you a complete picture of your business finances under the Money section of the sidebar. The Finance Dashboard and its sub-pages let you track revenue, monitor expenses, and prepare for tax time.
Finance Dashboard
Section titled “Finance Dashboard”Navigate to Money > Overview to see your financial dashboard. It includes:
- Revenue snapshot — Total revenue for the selected period (this month, this quarter, or this year) with comparison to the previous period
- Revenue trend chart — A line chart showing revenue over the last 30, 60, or 90 days
- Payment method breakdown — How clients are paying (card reader, card on file, cash)
- Product revenue breakdown — Revenue split by services, retail products, memberships, and gift cards
- Expenses breakdown — A summary of expenses by category
- Recent transactions — Your latest completed sales
Use the period selector at the top to switch between This Month, This Quarter, and This Year.
Revenue
Section titled “Revenue”Go to Money > Revenue to see detailed revenue data. Filter by date range, service type, or client to drill into specific revenue streams. Revenue is automatically tracked from completed register transactions.
Expenses
Section titled “Expenses”Go to Money > Expenses to log and review business expenses.
Adding an Expense
Section titled “Adding an Expense”- Click Add Expense
- Fill in the date, amount, category, description, and vendor
- Click Save
Expense Categories
Section titled “Expense Categories”BusyBook includes standard categories for wellness businesses: Supplies, Equipment, Rent, Utilities, Marketing, Insurance, Education/CEU, Travel/Mileage, and Other.
Additional Financial Pages
Section titled “Additional Financial Pages”| Page | What It Shows |
|---|---|
| Invoices | Create and send invoices, track payment status |
| Packages | Manage service packages and track credits used |
| Gift Cards | View gift card balances and redemption history |
| Memberships | Track active memberships and recurring revenue |
| Deposits | View client deposit balances |
| Superbills | Generate insurance superbills for clients |
| Performance | Revenue trends, averages, and projections |
| Mileage Log | Track business mileage for tax deductions |
| Tax Prep | Export financial data for your accountant |
| Financial Reports | Detailed profit-and-loss and cash flow reports |
Quick Actions
Section titled “Quick Actions”From the Finance Dashboard, quick action buttons let you jump directly to:
- The POS Register to start a new sale
- The Revenue page for detailed income data
- Expense entry to log a new expense
- Financial reports for deeper analysis