Am I actually making money?
Your dashboard shows it month by month. Green bars are months you made money and amber bars are months you lost it. The line is how far ahead you are overall.
Green bar: the month made money. Amber bar: it lost money. The line is your total so far. Above the baseline means you're ahead overall.
Money in
$59,040.00Money out
$23,270.00Net
$35,770.00Features
Where did all the money go?
Your spending is added up by category, biggest first. Each category shows what it cost and its share of everything that went out.
- The last six months, a financial year, or dates you pick
- Uncategorised spending shown, not hidden
- Money in and money out for the same dates
How much should I put aside for tax?
Wrightly takes this year’s net cash and takes off the GST and income tax you owe on it so far. What is left is yours to keep.
- GST from the periods you have not filed yet
- Income tax at this year’s profit so far
- What your expense claims save you in tax
Yours to keep (est.)
$28,449.81Estimates from your records to date: GST from unfiled periods, income tax at the year's current profit. The real figures land with your returns.
Will I owe GST this time?
Each GST return is one bar. A bar above the line is GST to pay, and a bar below it is a refund. The period you are in is drawn faded until it ends.
- Your last eight periods side by side
- The running period counted as it goes
- Payments basis or invoice basis
Am I doing better than last year?
Income and expenses for each financial year sit side by side, with the profit underneath. The year you are in fills in as it goes.
- Up to five financial years
- Expenses include depreciation, like your profit and loss
- Each year’s profit, or its loss
Want the numbers behind the charts?
Profit and loss
Income and expenses for any date range.
Balance sheet
What the business owns and owes at a year end.
Cash flow statement
Cash in and out, opening to closing balance.
Aged receivables
Who owes you, by how overdue.
Aged payables
The bills you owe, by how overdue.
Trial balance
Debits and credits over any date range.
Account transactions
Every transaction, with its category.
Reports questions
Are the charts and reports on the free plan?
Yes. Every chart on the dashboard and every report is on the free plan.
Where do the figures come from?
From the transactions in your books. Change a category or add a transaction and the charts change with it.
Can I pick the dates?
Yes. The dashboard shows the last six months, a financial year, or any dates you pick. Each report has its own date picker.
Can I export a report?
Yes. Each report page downloads as a CSV file.