HoneyBook

HoneyBook's Reports page helps you analyze leads, bookings, and revenue; and monitor trends over time

HoneyBook reports overview: Track revenue, leads, projects, and more

How to set an annual financial target for your business

Set a yearly revenue goal

Discover the features of HoneyBook's Finance Overview page to keep your business finances organized and up-to-date

Streamline financial tracking using the Finance Overview page

Track and update expenses on the web or mobile app. Use HoneyBook on desktop to export reports or import from your bank or credit card account.

Add, edit, and import business expenses in HoneyBook

Link your accounts and cards to power your Finance Overview and get greater visibility of your business finance from one place

Link a bank account or card to your Finance Overview page

See net income and project profit in HoneyBook—view graphs that quickly help you understand your financial health

HoneyBook cash flow and project profit: Smarter business insights

The Profit & loss tool was sunset September 18, 2025. Track your net income in the Cashflow graph on your Finance Overview page.

HoneyBook Profit & loss tool retired: Use Cashflow graph for income tracking

Financial Tracking & Reports

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