Starting September 18, 2025, the Profit & loss tool will no longer be accessible. We’re building a more robust and integrated tool to give you clearer and more accurate insights into your cash flow. Coming soon in 2025.
In the meantime, you can still calculate your profit and loss manually by using your existing HoneyBook reports.
To calculate your Profit & Loss:
Download the Payment Completed Report:
Go to your Tax Hub and download the Payment Completed report.
Download Your Expenses CSV:
In the Expenses section, click Download CSV.
Calculate Profit and Loss:
From the Payment Completed report, note the Net_Amount.
From the Expense CSV, note the total from the Amount column.
Subtract your total expenses from your net amount.
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!