Know what your month is carrying
Expense & Profit Tracker
Group direct costs, operating costs and other spend against monthly sales to see an estimate of profit and margin. Keep the categories consistent so trends become visible.
Read the monthly tracking guide →Worked example
Use the same rhythm every month.
If revenue is ₹1,50,000, direct costs ₹60,000, fixed costs ₹35,000 and other costs ₹10,000, the tool shows the planning profit and margin. Compare it with your bank movement and outstanding customer invoices before drawing conclusions.
Monthly close checklist
- Reconcile sales and customer receipts.
- Group costs consistently.
- Separate one-off purchases from recurring costs.
- Write one action for next month.
Is this bookkeeping software?
No. It is a lightweight planning view and does not replace books, tax records or professional advice.
What should I do after a low margin?
Check price, direct costs, recurring overheads and payment timing separately. Then use the pricing or cash-flow tools to test a response.