Income and expense tracking for consultants

Consultants often mix project fees, retainers, workshops and reimbursable costs. A simple income and expense tracker helps you answer practical questions quickly: which work has been paid, what did a project cost, and how much room is left for the quarter?

Keep projects and overhead visible

Record revenue against the business it belongs to and use categories or tags to preserve context. That makes it easier to review travel, contractors, software and other operating costs without building a new spreadsheet for every client.

• Track retainers, milestones, workshops and one-off engagements.
• Keep reimbursable and operating expenses searchable.
• Separate businesses or entities from one account where needed.
• Share access with an accountant, partner or assistant using roles.

Make the review easier

RevTrackr is designed for the weekly habit that prevents a year-end scramble. Enter transactions as they happen, attach receipts, and review the dashboard before sending an invoice, accepting a project, or making a larger purchase.