Financial Tracking

Release Financials

Track the money side of your releases with budgets, expenses, and revenue tracking. Available on Solo plan and above.

Setting a Budget

1. Open a release and go to the Financials tab
2. Click the settings icon
3. Set your Total Budget and choose your Currency

Recording Expenses

Track every cost: Click Add Expense and enter Category (Production, Marketing, Distribution, Legal, Design, PR, Sync, Other), Description, Estimated Cost, Actual Cost, Date, Vendor, and Notes.

Tracking Revenue

Record income: Click Add Revenue and enter Source (Streams, Downloads, Sync, Merch, Live, Other), Amount, Date, Period, and Notes.

Financial Summary

The financials dashboard shows: Invested (total expenses with budget progress bar), Earned (total revenue to date), Profit/Loss (net position), and Recoupment (percentage of expenses recovered).