Category: Financials

  • 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).