Finance and Income
Overview
The Finance page helps you track all income and expenses. View monthly statistics, compare with previous months, and add additional income/expense entries.
How to Access
- Tap the "Finance" tab (chart icon) on the bottom navigation bar
Finance Page Components
1. Header
- Title "Finance"
- Month selector - Shows current month/year
2. Main Summary Card
Large card showing this month's overview:
Information displayed:
- Net profit - Income minus expenses (large number)
- Income (Green) - Total income
- Expenses (Red) - Total expenses (shown when exists)
- Session count - Number of completed sessions
- Previous month comparison - Shows % increase/decrease
Comparison badge colors:
- Green + up arrow = Increased from last month
- Red + down arrow = Decreased from last month
3. Comparison Cards
Shows 2 cards side by side:
Last Month:
- Previous month's income total
- Session count
This Year:
- Cumulative income this year
- Total session count
4. Income By Type
Shows when: Income from multiple types exists
Shows income proportion from each type:
| Type | Color | Meaning |
|---|---|---|
| PT | Green | Personal Training |
| Group Class | Orange | Group classes |
| Gym Class | Blue | Gym classes |
| Other | Purple | Other income |
Each type shows:
- Type name
- Amount
- Progress bar showing proportion
5. Income/Expense Tabs
Switch between 2 tabs:
Income Tab: Green color
- List of recent income
Expense Tab: Red color
- List of recent expenses
6. Income List
Each item displays:
- Icon - By type:
- Dumbbell = Session income
- Coin = Other income
- Person X (Orange) = No-show income
- Title - Client name or description
- Date/Time - Date income received
- Net amount (Green)
- % Share (if applicable) - Shows when gym share is deducted
Tap an item to view details:
- Gross amount
- Revenue Share %
- Net income
- Location
- Notes
7. Expense List
Each item displays:
- Icon - By category (each has specific color)
- Description - Expense details
- Date
- Amount (Red)
Adding Entries
Tap + button at bottom right (FAB)
Adding Income
- Select "Add Income"
- Select type:
- PT (Personal Training)
- Group Class
- Gym Class
- Other
- Enter Amount (Baht)
- Enter Description (Optional)
- Tap "Save"
Note: Session income is recorded automatically when completing sessions. Use this for additional income not from sessions.
Adding Expense
- Select "Add Expense"
- Select Category:
| Category | Examples |
|---|---|
| Gym Membership | Monthly membership fees |
| Certification | Certification renewal, training courses |
| Equipment | Fitness equipment purchases |
| Transportation | Gas, taxi fares |
| Marketing | Advertising, promotion |
| Other | Other expenses |
- Enter Amount (Baht)
- Enter Description (Required)
- Select payment Date
- Enter Notes (Optional)
- Tap "Save"
Viewing All Entries
All Income
- Tap "View All Income" button (Green)
- View month's income list
- Can scroll to view previous entries
All Expenses
- Select "Expenses" tab
- Tap "View All Expenses" button (Red)
- View month's expense list
Session Income
Automatic Income
When you Complete a session, system records income automatically:
Amount sources:
- Package price - Uses per-session price from client's package
- Template price - If no package, uses template price
- Appointment price - Price set when creating appointment
Revenue Share Deduction:
- If location has Revenue Share configured, system deducts automatically
- Shows as % in income list
No-show Income
When setting session status to "No-show":
- System records income as normal (depends on your policy)
- Entry shows orange "No-show" badge
- Icon shows person with X
Refreshing Data
Pull to Refresh:
- Pull down from top of screen
- Wait until data finishes loading
Tips for Using
- Record expenses immediately - So you don't forget
- Check gym share - Ensure location settings are correct
- View "By Type" - Know where most income comes from
- Compare month to month - Track business progress
- Use correct expense categories - Makes expense analysis easier
Expense Categories
| Category | Icon | Color | Use For |
|---|---|---|---|
| Gym Membership | Building | Red | Monthly/yearly gym fees |
| Certification | Award | Orange | Certifications, training |
| Equipment | Dumbbell | Blue | Equipment, tools |
| Transportation | Car | Purple | Gas, taxi, parking |
| Marketing | Megaphone | Pink | Advertising, promotion |
| Other | Other | Gray | Other expenses |
FAQ
Q: Session income not recorded?
A: Check that you've Completed the session and price is set (in package, template, or appointment).
Q: Net amount doesn't match gross?
A: System may deduct gym share (Revenue Share). Check location settings.
Q: How is previous month comparison calculated?
A: Compares this month's income (up to today) with entire previous month.
Q: Can I delete income/expense entries?
A: Session income cannot be deleted (linked to session). Manually added entries can be deleted from detail page.
Q: This month's income not updating?
A: Try Pull to Refresh or close/reopen the app.