Dubsado

Becca Berg

Get a breakdown of your finances and project sources

Reporting

Keep track of where your leads are coming from using Project Source Tags!

How to create and apply project source tags

Ask your clients how they heard about you and Dubsado will apply a project source tag automatically.

Add a project tracking element to your forms

Get an overview of how many projects you have and the net income of those projects per source.

Using the project breakdown page

Project sources and tracking

A breakdown of the accounting features built in to Dubsado.

Bookkeeping in Dubsado

Assign income categories to your invoice line items so that you can track how much you make in each category.

Income categories

You can manually record business and project-related expenses on the Transactions page to keep track of spending in your business.

Tracking your expenses

Bookkeeping

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