Understanding how much you're earning (and keeping) is essential to growth. HoneyBook’s financial tools provide visual insights into your monthly cash flow and individual project profitability.
📣 Notes
These features are currently available on desktop only and are rolling out gradually 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
Monitoring Business Cash Flow
The Cashflow graph on your Finance Overview page shows your total business performance by subtracting all expenses from your total paid payments.
How to View Your Cash Flow:
Navigate to Finance > Overview.
Use the time filter to select your desired period (e.g., Year to Date).
Toggle on Show net income to see your actual take-home pay after expenses.
📣 Note
If you issue a refund, your Cashflow graph updates to show the adjusted net amount, while your Payments graph remains at the original gross amount for historical accuracy.
Analyzing Project Profit
Project Profit insights allow you to see which types of jobs are actually the most lucrative after accounting for specific costs (like materials or contractors).
How to View Profit for a Specific Project
Open a Project and select the Financials tab.
Locate the Earnings section to view the profit graph.
How Project Profit is calculated:
Project Profit = Project Net Income - Assigned Project Expenses
Powering Your Insights: How to Assign Expenses
Your profit graphs are only as accurate as the data you provide. To see your true profit, you must link your business costs to specific projects.
How to Assign an Expense:
Navigate to Finance > Expenses.
Select + Log Expense (or edit an existing one).
In the Project field, search for and select the project name associated with this cost.
Click Save.
Once assigned, that expense will automatically be deducted from that project's total revenue in the Financials tab.
Profit & Loss Tool Retired
As of September 18, 2025, the legacy Profit & Loss tool has been sunset. The Cashflow graph is now the primary way to track your net income and business health.
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!