expense.track — income & expense tracking Coming soon
Quick start — 4 steps
STEP 01
Create account
Sign up free — no credit card. Your data syncs to your account across all devices.
STEP 02
Add a client
Click "+ Add Client". Fill in name, rates, bank details, logo, and color.
STEP 03
Create invoice
Click the client tab → "+ Create Invoice". Pick mode, set dates, add line items.
STEP 04
Save as PDF
Click "Print / Save PDF". In the print dialog, set destination to "Save as PDF".
Managing clients
Each client gets its own isolated dashboard — invoice history, rates, bank details, logo, and color. No limit on clients. Switch between clients using the tab bar below the header.
Client fields
Display Name
Appears on the tab bar and on invoices. Company name or person name.
Default Currency
NPR, USD, AUD, EUR and more. Auto-fills on all new invoices for this client.
Client Email & Your Email
Set these once and they pre-fill the Send Invoice modal automatically. Client Email → To field. Your Email → CC and Reply-To, so replies land in your inbox.
Bill To
Client address block — company name, tax/ABN, address. Prints on invoice.
From — Your details
Your name, role, and address. Shown as the sender on every invoice for this client.
Rates
Monthly rate — weekly is auto-calculated (monthly × 12 ÷ 52). Set hourly for time billing.
Invoice Numbering
Set prefix (e.g. INV-), zero padding (001 vs 1), and starting counter. Each client maintains its own independent counter that auto-increments with every new invoice.
Client Color
Sets the tab pill color and the invoice accent. Smart text auto-picks dark or white for readability on any color.
Logo
Upload company logo (max 2MB). Appears top-left on all invoices for this client.
Bank / Payment
Bank name, branch, account number, SWIFT/IBAN, payment method. All print on invoices.
Payment QR code
Upload a QR image for instant payment scanning. Prints bottom-left on the invoice.
Tip: Set up client details once — bank info, addresses, emails — and never retype them again. Every invoice auto-populates from saved settings.
Client dashboard
The client dashboard is the home screen for each client. It shows a financial summary, client info cards, earnings chart, and invoice history all in one place.
Summary cards
Four cards at the top show Total Invoiced, Paid, Pending, and Unpaid × — all calculated live from the invoice history for that client.
Info cards
Below the summary: Bill To (client address), From (your details), Rates (monthly/weekly), and Bank / Payment info — a quick reference without opening Edit Client.
Earnings chart
Visualizes income over time with switchable chart types and time ranges.
Bar / Line / Pie chart
Bar — earnings per period side by side. Line — trend over time. Pie — paid vs pending vs unpaid breakdown by amount. Toggle with the ▐▌ ╱ ◔ buttons.
Time ranges — 7D / 28D / 3M / 12M / All
Filter the chart and the summary totals below it by last 7 days, 28 days, 3 months, 12 months, or all time. The Invoiced / Paid / Pending / Unpaid cards update to match.
Creating invoices
From a client dashboard, click + Create Invoice. The form covers: billing mode, font & style, dates, line items, and options.
Font — Mono (DM Mono), Sans (Lato), or Round (Poppins).
Style — Client Color, UI Color, or B&W. See Colors & branding for details.
Billing modes
Weekly
Set start and end date. Period auto-fills on the invoice. If a monthly rate is set, the weekly amount (monthly × 12 ÷ 52) pre-fills the first line item. Use ← Prev / Next → to shift by one week. This Week jumps to current Mon–Fri.
Monthly
Select month and year. Period auto-fills as "January 2026". Monthly rate pre-fills the line item.
Hourly
Enter hours worked and rate per hour — subtotal calculates live. Add a period note like "May 2026".
One-Time / Flat
Enter total amount directly. Good for fixed-price projects. Optionally add a period like "2025–2026 contract".
Line items
Every invoice has a line items table — Description, Period/Note, Qty, Unit Rate, Amount (auto-calculated).
Click + Add Row to add more items
⧉ duplicates a row
✕ removes a row
Enable # No. to show sequential row numbers on the invoice
Leave Qty blank — treated as 1
Click Catalog next to "Add Row" to pick a saved service and insert it instantly
Tip: If you have recurring services, save them to the Catalog so you can add them in one click every invoice.
Options & tax
Below the line items, toggle what shows on the invoice:
Invoice Date, Due Date, Period, Currency, Payment Status — check/uncheck to show or hide each field on the printed invoice
Discount — percentage or flat amount, deducted from the subtotal before tax
Tax / GST — percentage or flat, added after the discount
Invoice history
Every generated invoice saves automatically to the client dashboard. Up to 500 invoices per client. Use the search bar to find by number or period, and the filter dropdowns to narrow by billing mode, payment status, or sort order (newest, oldest, highest, lowest amount).
View
Opens the invoice in a clean read-only view. Click any text to edit it inline.
PDF
Opens the browser print dialog. Set destination to "Save as PDF" to download.
Send
Email the invoice as a PDF attachment directly to the client. See Sending invoices below.
Edit
Re-opens the invoice form with all original data. Saves over the existing record — doesn't create a new invoice number or advance the counter.
Payment status
Inline dropdown to mark each invoice as Unpaid, Pending, or Paid. The earnings chart and summary cards reflect these instantly.
Delete
Remove an individual invoice from history permanently with the × button at the end of the row.
Tip: After viewing an invoice, click any text on the preview to edit it inline — fix typos or adjust wording. Click Save Edits to persist changes back to history.
Sending invoices
Click Send on any invoice in history (or right after generating one) to open the Send Invoice modal. The PDF is generated automatically in the browser and attached to the email.
To / CC / Reply-To
Pre-fills from the client's saved email fields. To = client email. CC and Reply-To = your email so client replies land in your inbox.
Email style — Designed / Plain
Designed wraps the message in a branded HTML email with header and footer. Plain sends plain text only — cleaner for personal or direct professional correspondence.
Message
Optional body text. Leave blank for a clean PDF-only email, or add a short note like "Hi, please find your invoice attached."
PDF attachment
The invoice PDF is generated client-side and attached automatically. The status message after sending confirms the file size (e.g. "Sent! PDF: 142KB").
Note: Emails are sent via the platform's SMTP server. Set a Reply-To address so that when clients reply, it goes straight to your inbox rather than the system address.
Product & service catalog
Store recurring services so you don't retype them every invoice. Access via the Catalog button in the header, or the Catalog button next to line items when creating an invoice.
Add items with name, default rate, qty, unit (hr / week / day / month / item / project), and category
Optional description — shown as sub-text below the item name on the invoice
When creating an invoice, click Catalog → browse or search → Add to insert as a line item
Categories appear as filter pills — click to show only that category
Edit or delete items from the Catalog page at any time
Tip: Use categories like "Development", "Design", or "Consulting" to group services. When you have many items, the category pills let you find things faster.
Overview dashboard
Click Overview in the header to see a combined financial view across all clients. Useful for seeing your total earnings picture without switching between tabs.
Summary cards
Total invoiced, paid, pending, and unpaid across all clients combined.
Top clients
Ranked list of clients by total invoiced amount — see which clients generate the most revenue.
Invoice status breakdown
Visual breakdown of all invoices by payment status — paid, pending, unpaid — across every client.
Monthly revenue chart
Bar chart of all earnings by month. Selectable range: last 3, 6, 12, 24, 36 months, or all time.
Recent invoices
A combined list of the most recent invoices across all clients — number, client name, amount, status, and date.
Colors & branding
Three separate color systems — they don't interfere with each other:
UI Color — top-right of header
Changes app accent — buttons, active states, hovers. Saved per browser. Has no effect on invoice output.
Client Color — Edit Client
Sets the tab pill color AND the invoice accent color for that client. Smart text auto-picks readable font color (dark on yellow, white on dark backgrounds).
Invoice Style — Create Invoice form
Client Color, UI Color, or B&W — chosen per invoice. Overrides only the generated output, doesn't change the saved client color.
Note: Switching to a client's dashboard changes the whole app to that client's accent color. Toolbar buttons always follow the UI color — they won't change with the client.
Export & backup
Export JSON
Downloads a complete backup — all clients, invoices, catalog, and counters. Use to migrate to another device or keep an offline backup.
Import JSON
Merges a backup file with existing data. Won't delete current clients — only adds missing ones. Safe to import on a device that already has data.
CSV Export
Downloads the active client's invoice history as a spreadsheet — number, period, mode, currency, amount, status, date. Open in Excel or Google Sheets.
Tips & tricks
Adjust invoice number: On the preview, − No. and + No. fine-tune the number without regenerating the whole invoice.
Weekly auto-advance: After generating a weekly invoice, dates auto-advance to the next week next time you open the form.
B&W for formal clients: Set invoice style to B&W for clients who prefer plain professional invoices without color accents.
Multiple currencies: Each client has its own currency. Hourly and flat modes let you override per invoice if needed.
QR code payment: Generate a QR from your bank's app, save it as an image, upload it in Edit Client. It prints on every invoice for that client.
Inline editing: After generating, click any text on the invoice preview to edit it directly — great for fixing small changes without re-generating.
Duplicate rows: Use the ⧉ button on a line item to copy it — fast for recurring charges with slightly different notes.
Clear history: The "Clear History" button on the client dashboard removes all invoice records for that client. Use with care — this can't be undone.
Data sync
When logged in, all data syncs to your account automatically — clients, invoices, catalog, settings. Log in from any device and everything is there. Syncs within 1 second of any change.
If offline, data stays in local browser storage and syncs automatically when you reconnect. A small synced / updated indicator appears briefly in the header whenever a sync completes.
Privacy
Your invoicing data is only accessible by you. We don't read it, sell it, or share it. Delete your account anytime from the dashboard — all data is permanently removed. See the full Privacy Policy.