Understanding your finances is a major key to your business’s success. Keeping tabs on your project payments, spending, and different bank accounts and credit cards can all be done from the Finance Overview page.
📣 Note
The Finance Overview page is only intended to inform you of your finances and isn't financial advice. Consider consulting with your financial advisor before making any decisions with your business’ finances.
Go to the Finance Overview page
While your Finance Overview page should be your starting point to review your finances, it isn’t where you first land when logging into your account. From the navigation menu, you need to select Finance > Overview:
HoneyBook payments graph
The payments graph includes all payments that are processed in HoneyBook, broken down by whether they’re paid, overdue, or upcoming.
📚 Tip
All non-upcoming payments, regardless of whether they came from booked files (files with a signed contract or invoice with at least one completed payment) will appear here. If a file has an overdue payment but isn’t from a booked file, that payment can also appear here.
Select View payments to go to the "Payments" page. From that page, you can get more information on your paid and outstanding payments.
Hover over a month’s bar to see a breakdown of payments for that month:
Use the time filter to pick a specific time frame to view:
Financial tracker
This section is where you can:
Link your external accounts and cards to HoneyBook through Plaid, a third-party vendor that uses end-to-end data encryption to ensure your info remains secure
View the balances of your external accounts and cards all in one place
Give your linked bank accounts and cards nicknames to tell them apart
Want to learn more? Learn more about linking external bank accounts and cards to HoneyBook.
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!