Understanding your business finances is essential to making smarter decisions and driving sustainable growth. With HoneyBook’s “Expenses” tool and project profit tracking, you can monitor both your overall cash flow and individual project profitability. By logging expenses and linking them to specific projects, you gain powerful insights into your earnings, margins, and financial trends. Say goodbye to spreadsheets and third-party tools—with HoneyBook, you’ll save time, improve accuracy, and confidently plan for your business’s future.
All HoneyBook plans include access to the “Expenses” tool
Only account owners, super admins, and bookkeepers can create, edit, or delete expenses, as well as download a CSV of expenses
You can use the time filter to pick a specific time frame to view. By default, it’s set to All time.
📣 Note
Downloading expense reports and viewing project profit are only available on the HoneyBook desktop site. These features are currently not currently supported in the mobile app.
Add a new expense on the web or mobile app
Open the HoneyBook desktop site or mobile app
From the navigation menu on:
Desktop: Select Finance > Expenses > Create new expense
Mobile: Select Tools > Expenses > the plus icon
Fill in the required fields:
Merchant
Date
Amount
(Optional) Add:
Tax category
Project
Notes
Select Save
Edit or delete an expense on the web or mobile app
To edit an expense on:
Desktop: Hover over it, then select the pencil icon
Mobile: Select the three-dot icon > Edit
To delete an expense on:
Desktop: Hover over it, then select the trash can icon > Yes, delete
Mobile: Select the three-dot icon > Delete > Yes, delete
Download your expense report on the web
Need to share expenses with your bookkeeper outside HoneyBook? From the navigation menu on the HoneyBook desktop site, select Finance > Expenses > Download CSV to export your full report.
View your project profit on the web
Only you, as the business owner, can see analytics related to your project profit.
From the navigation menu, select Projects > your desired project
Select the Financials tab
You’ll be able to see your project profit graph
📚 Tip
In order to show accurate project profit, you must add an expense using the "Expenses" tool and assign a project to it in the table.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!