Understanding how much you're earning—and keeping—is essential to growing a successful business. With HoneyBook, you can easily monitor both your monthly cash flow and project-specific profits using visual financial tools. These insights work in conjunction with HoneyBook’s Expenses tool, which lets you track and assign costs to projects and can help you better understand how much you’re actually earning.
Whether you want a big-picture view of your finances or need to know what projects are the most profitable, HoneyBook gives you the clarity to make confident, data-driven decisions. In just a few steps, you’ll know exactly how your business is performing.
📣 Note
Viewing your cash flow and project profit are only available on the HoneyBook desktop site. These features are currently not supported in the mobile app, are in the process of being rolled out, and aren’t yet available to all members.
Your cash flow and project profit only show paid payments. They won’t forecast upcoming ones, like a payment scheduled in 2 weeks.
In order to view accurate project profit insights, you must add an expense using the Expenses tool and assign a project to it in the table
View your cash flow on the web
For a visual representation of how much your business is making a month, go to the “Cashflow” graph on your Finance Overview page. The bar graph is based on your paid payments minus expenses.
Open the HoneyBook desktop site
From the navigation menu, select Finance > Overview
Filter your report by time frame
To see net income, turn on Show net income
If you issue a refund to a client, the “Cashflow” graph will update to show the adjusted amount. However, the “HoneyBook payments” graph will continue to display the original amount, as that reflects the full payment you originally received.
View your project profit on the web
Only you, as the business owner, can see analytics related to your project profit.
Open the HoneyBook desktop site
From the navigation menu, select Projects > your desired project
Select Financials
Under “Earnings,” you’ll see your project profit graph
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!