💲Revenues — Overview and Management
The Revenues section of your finance panel lets you track all incoming payments related to your business.
📋 General Overview
When you open the Revenues page, you’ll see:
A list of your revenue categories (created earlier in Settings > Categories)
Even if you haven’t recorded any income yet, all your categories are displayed, ready to use
A green “Add Revenue” button at the top right
➕ Adding a New Revenue
Click the "Add Revenue" button to open the revenue creation form.
🧾 Required Information:
Transaction Name: e.g., "Client Payment from Sabine"
Date: the date the payment was received
Transaction Number: e.g., invoice number or bank transfer ID
Category: choose from your revenue-type categories
Amount: total amount received
🛒 Linking a Product (Optional)
You can associate the revenue with an existing product or service (from the Products page):
Selecting a product will automatically pre-fill:
The transaction name
The amount, based on the product's price × quantity
You can still edit:
The title
The quantity (which updates the total amount accordingly)
📎 Attach a File
You can attach a receipt or invoice in the following formats:
PDF
Image (
jpg,jpeg,png,webp)
🤖 Automatic Invoice Analysis (Smart Upload)
If you don’t fill in any fields manually and simply upload an invoice, Sync Finance will:
Automatically analyze the document to extract key information (name, date, number, amount, etc.)
If a foreign currency is detected (e.g., EUR, USD), the amount will be automatically converted to CHF using the current exchange rate at the time of import
This saves you time and improves the accuracy of your financial records.
⏳ Mark as Planned
If you tick the "Planned Transaction?" checkbox:
The revenue will be saved but not included in your final balance
It’s useful for pre-recording future payments or pending invoices
You can edit the record later and uncheck the box to make it count in your totals
What does an "Opening Balance" mean for revenues?
In Sync Finance, a revenue marked as "Opening Balance" represents a carried-over balance from the previous fiscal year.
It refers to:
Funds already present in your bank account at the start of the new year.
Assets or equity carried over before starting new commercial operations.
⚠️ It is NOT an actual income earned during the current fiscal year.
Why use this option?
✅ Clearly separate what was available at the start of the year from new revenues. ✅ Avoid double-counting old amounts as income for the current year. ✅ Maintain clean and compliant accounting in line with fiscal regulations.
What happens when you check this option?
If you check the box, the revenue will be treated as an Opening Balance.
It will NOT be included in your annual revenue calculation.
It will only serve to reflect your real bank balance.
It will still appear in your transaction history, but separately from regular revenues.
🛠️ Practical Example
Add a 5,000 CHF revenue with "Opening Balance" checked
This amount will NOT count towards your annual income, but will increase your starting bank balance.
Add a revenue without checking "Opening Balance"
It will be counted as regular income for the year.
🛠️ Managing Your Revenues
Once saved, each revenue entry offers the following options:
✏️ Edit the record
🔍 Preview or download the attached file
🗑️ Delete the entry (with confirmation)
🔎 Use the search bar (top left) to filter by keywords
📅 Use Year / Month filters to organize entries by date
This system helps you keep a clear and organized track of your earnings, making accounting easy and efficient.
💡 Pro Tip: Use category colors to visually identify your income sources in the dashboard charts and reports.
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