# How to view your income summary

- **URL:** https://trymorgan.ai/help/tracking-income
- **Category:** Tracking Income & Expenses

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

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