Track your income, expenses, and profitability
Total Income
$72,800
Total Expenses
$16,400
Net Profit
$56,400
Growth
+17.3%
| Description | Category | Date | Amount |
|---|---|---|---|
| Foundations Session — Rachel Novak | Foundations Sessions | Feb 7, 2026 | +$275 |
| Portfolio Review Workshop — Grant Sullivan | Portfolio Review Workshops | Feb 5, 2026 | +$350 |
| Foundations Session — Diana Reyes | Foundations Sessions | Feb 3, 2026 | +$275 |
| Learning Tracks (5 clients) | Monthly Learning Tracks | Feb 1, 2026 | +$3,750 |
| Coworking Space — February | Office & Coworking | Feb 1, 2026 | -$600 |
| Bloomberg Terminal Access | Data & Research Subscriptions | Feb 1, 2026 | -$249 |
| Foundations Session — Sophia Brennan | Foundations Sessions | Jan 29, 2026 | +$275 |
| Mastery Program — Grant Sullivan | Quarterly Mastery Programs | Jan 15, 2026 | +$2,000 |