Track Categories help you break down your financial data into manageable segments, making it easier to monitor performance, adjust budgets, and make informed decisions. Whether you're tracking income by project, client, or location, these categories allow you to analyze your finances more effectively.
Steps to Add a Track Category for Your Freelance Business
Step 1: Go to Settings
→ Track Categories
in your Fynlo dashboard.
Access Track Categories from the Settings menu in your Fynlo dashboard.
Step 2: Click on + New Track Category
to start adding a category for your work.
Step 3: Name the category after your projects, clients, or other segments you wish to track
e.g., “Client A,” “Social Media Campaign,” "Project," or “Travel Expenses”
🟩 Tip: Be descriptive with category names to keep things organized and easily recognizable later.
Step 4: Define Category Options
Click + Add New Option
to create additional options within the category, such as different project types or payment statuses.
Step 5: Enable
the category for use or Disable
it when you no longer need to track that segment.
🟩 Tip: You can always re-enable a category later if you decide to start tracking it again.
Step 6: Click Save
to finalize and activate your category.
🟩 Tip: Double-check the details before saving to make sure everything is correct!
After a new track category is created, it will appear on the Budget page as well as on the Invoice and Estimates pages under the item details.
How It Connects to Budgeting and Invoicing, Estimates
Track Categories seamlessly integrates budgeting, invoicing, and estimates in Fynlo. By linking these categories to your budgets, you can track spending and income by project, client, or income source. When creating invoices and estimates, these categories appear in the Item Details section, helping to keep your financial data organized and accessible.
For more on how to apply categories to invoices, refer to our Budgeting Guide.
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