🏷️  Name

Upwork transaction file profitability analysis & accounting

🤵  Client

Tracey K

🏛️  Domain

Freelancer

📅    Period

2024-05

📝  Description

Keeps track of small business accounting for freelancers on upwork.

📒  Achieved

This enabled my client to integrate / enter his bank expenses, his direct incomes from freelancing business, and a downloaded transaction file from Upwork platform, to combine all the data, see category wise and client wise income over months and quarters. See profitability  based on totals of Direct Income and Upwork income streams.  There are many visuals, data analytics of expenses, Income by Categories assigned etc. Summaries of cross tables. 

Details