Now, you can use Klaia to track your profits and expenses easily. We recently released this feature and are very excited for you to try it! If you have been using excel spreadsheets to track your finances – you are going to love this! This financial tracker is easy to use and comprehensive.
The financial aspect is extremely important when it comes to turning content creation into something more than just a hobby – we want to help you understand your income streams better while helping you track them.
Keep in mind this feature is new, if you find any bugs or have any ideas on how we could make it better – please shoot an email to sofia@joinklaia.com
When you first land on the financial tab, you’ll see a snapshot of your expenses + profits in the last 30 days at the top.
Underneath the snapshot, you will see a bar graph. This is design to help you better understand your revenue sources and it can also help you see at what times of the month you earn more.
And lastly, you’ll see a summary overview of all the expenses and profits you have added – you can filter this by dates, by only choosing profits or expenses and you can also look up specific items.
Go to your dashboard and click on “financials” on the left-side menu.
Click on the “+” sign that appears on the snapshot card of expenses and profits. A window will pop up where you can…
Fill in the details for the item you are adding. You can add a name, amount, source, choose frequency, and add notes. Click the “continue” button and your profit/expense has been added!
There you can see all the items you have previously added, and filter by dates, by type and even look up specific words.
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