Track projects and see profit per project

Create projects, tag invoices, bills, bank transactions, payroll and special items to them, and view per-project P&L columns.

Projects let you tag income and costs to a job, contract, site, client engagement or any initiative — and then see a Profit & Loss for each one.

Setting up projects

1. Go to Settings → Projects.

2. Click New Project, give it a name (names are unique) and save.

3. You can also create a project on the spot from any project picker — just type the name and choose Create "…".

4. Archive a project when it ends; archived projects keep their history and can be restored.

Projects are optional everywhere — anything untagged simply shows under Unassigned.

Invoices & Bills: pick a project for the whole document, or set a different project per line item.
Bank transactions: open a transaction in the Transactions Center and choose a project in the edit panel. If the description contains exactly one project's full name, we auto-select it and show a sparkle "Auto-matched" icon — you can always change it.
Manual journals: set a project on the journal or per line.
Loans, fixed assets, prepayments, investments: choose a project when creating the item — every future automatic entry (depreciation, amortization, interest or rental accruals) inherits it.
Inventory usage: pick a project when recording supplies usage.
Payroll: assign a project to each employee (profile drawer → Project, or when adding the employee). Every payroll run then splits salary and employer-cost expenses per employee project automatically.

Profit & Loss, Balance Sheet and Cash Flow accept a Project filter — you'll see tagged activity only, with a banner reminding you that untagged items are excluded.
On the P&L, switch on Columns by project to see one column per project plus Unassigned and Total — the columns always add up to your full P&L.

System-generated entries (tax accruals, FX revaluation, billing fees, transfer pairs) intentionally stay Unassigned.
You can't change a project tag on a transaction that sits in a locked period — unlock the period first.