HoneyBook Balance makes it easy to track your business spending and understand your financial health—all from one dashboard. Purchases made with your HoneyBook Balance Visa® debit card are automatically categorized, giving you instant insight into where your money goes.

With HoneyBook Balance, you can make smarter, more strategic financial decisions—backed by real-time insights.

HoneyBook Balance links client payments and related expenses to projects automatically. When you assign expenses to a project, you’ll instantly see:

Use this data to:

Your HoneyBook Balance dashboard shows your net revenue over the past 30 days, calculated as:

This snapshot helps you:

Every time you use your HoneyBook Balance Visa® debit card, either physical or virtual, the transaction is automatically recorded and categorized. These insights help you:

You can view and adjust these categories anytime to ensure accuracy. Learn more about debit card expense categories.

Expenses paid by manual transfers (not using your HoneyBook Balance Visa® debit card) must be categorized manually. This helps you:

You'll find what categories you spend the most on over the last 30 days in the "Spending trends" section of your Balance Dashboard. If you tag expenses to projects, you can also learn what kinds of expenses impact your project's profitability.

If you’re ever curious about where you’re spending your money and are on the go, you can review your most expensed categories from the app.

There are 2 levels of expense categories:

Most Tier 1 categories will have Tier 2 categories. Use Tier 2 categories wherever possible, though a Tier 1 category will be used instead if there isn't a relevant Tier 2 category. Expenses that are automatically categorized when you pay for an expense with your business debit card will also use a Tier 2 category whenever possible, and will fall back to a Tier 1 category if needed.

Each section below provides each Tier 1 category and if available, the Tier 2 categories that are contained within that Tier 1 category.

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!

HoneyBook is a software company, not a bank. Banking services are provided by Lincoln Savings Bank, Member FDIC. HoneyBook Visa Debit cards are issued by Lincoln Savings Bank, Member FDIC. HoneyBook is not FDIC insured. FDIC insurance only covers the failure of an insured bank.