How to view your income summary

How to view your income summary

Morgan AI's Income tab gives you a real-time view of what you've earned, from all payment sources, across any time period.

The Income tab

Tap Income in the bottom navigation. You'll see:

• Total income for your selected period (today, this week, this month, or custom)
• A list of all payments, sorted by date
• Each payment shows the amount, customer name, payment method, and status

Filtering by period

Use the period selector at the top of the Income tab to change your view:

• Today: what you've earned today
• This week: Monday to Sunday
• This month: current calendar month
• Last month: for comparison
• Year to date: your full year's income
• Custom: pick any date range

Filtering by payment type

You can filter your income to see only card payments, only cash, only e-transfers, or any combination. Tap the Filter button to choose.

The dashboard

The Home screen shows a quick income summary at the top, your income for this week compared to last week. A quick glance tells you if you're on track.

Income vs. profit

The Income tab shows your revenue (money coming in). Your profit is revenue minus expenses. To see your profit, go to Reports > Profit & Loss, which shows both income and expenses together.

Exporting your income

To export your income data:

1. 1Go to Income
2. 2Tap Export (top right)
3. 3Choose CSV or PDF
4. 4Share or save the file

CSV exports work with Excel, Google Sheets, and accounting software like QuickBooks.