Track finance and pay

1. Open Finance from the dashboard or app.
2. Choose the account you want to review: yourself, a group, a host, or all available accounts.
3. Pick the timeframe you need, such as this week, this month, year to date, or the year.
4. Review summary totals, pending items, and posted transactions.
5. Open an entry when you need to see or edit the details.
6. Add an income or expense entry when something happened outside an automatic gig record.
7. Export a CSV when you need a spreadsheet-friendly record.

Finance gathers money-related records across the accounts you can access. That can include income, expenses, pending items, and posted transactions.

Think of it as a practical gig ledger. It helps you remember what happened, but you should still use your normal tax, accounting, or bookkeeping process when needed.

If you only use Gigditty for yourself, the account choice is simple. If you help manage groups or hosts, choose carefully so you are reviewing the right money trail.

The timeframe changes the totals you see. Year to date is helpful for a broad picture. Shorter windows are better when you are cleaning up recent work.

• Use your personal account for your own income and expenses.
• Use a group account for band or shared roster money.
• Use a host account for venue or organization-managed records.
• Use all accounts when you want a broad view across everything you can access.

Pending items are there to catch your attention. They usually mean something still needs a decision, confirmation, or follow-up.

Posted records are part of the account history. They are easier to export, review, and compare over time.

Not every money record starts from a Gigditty gig. You may need to add an expense, a reimbursement, a tip, merch income, or another record that belongs in your history.

When you add an entry, use a clear name and date. Future you should be able to understand it without guessing.

• Choose the account that owns the money record.
• Choose income or expense based on what happened.
• Use a name that explains the record at a glance.
• Add the amount, date, and any helpful notes.
• Review the entry after saving to make sure it appears in the right account and timeframe.

CSV export gives you a file that can open in spreadsheet tools. It is useful for review, reporting, taxes, or sharing a filtered record with someone who helps you manage money.

Before exporting, choose the accounts and date range carefully. An export is only as useful as the selection behind it.

• Open Export CSV.
• Choose a start date and end date.
• Select the accounts to include.
• Download the file and review it before sending it anywhere else.