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What did this project really cost? Now you know

A project tag is one field on every receipt and receipt-less expense. Freelancers separate each client's costs, professionals track every case, association treasurers prepare programme statements, families keep a wedding or renovation on budget, and companies see the cost of every branch or cost centre. The app remembers project names you've used and suggests them again.

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What you get

  • Total, item count and date range for every project
  • Breakdown by category and by member
  • Project budget with a progress bar & overspend warning
  • Printable statement with "Prepared by / Reviewed by" lines
  • A CSV for your accountant, client or committee
  • Record a project's receipts as business expenses (Form B or a rental property) in one tap — receipts already recorded are skipped
  • A project / cost-centre column in the AutoCount, SQL Account, Xero, QuickBooks, Bukku & generic CSV exports
  • Rejected claims are not counted in the project total
  • Filter the Receipts tab with project:Name

Examples

  1. Freelancer: "Seri Mutiara client" — every printing & software receipt tagged, recorded as Form B expenses in one tap, the CSV sent with the invoice.
  2. Association: "Ramadan programme" — committee members scan, the treasurer prints the statement for the AGM.
  3. Family: "Kitchen renovation" — a fixed budget with a progress bar.
  4. Company: "JB branch" — every branch's costs kept apart, with a cost-centre column in the accounting export.

An annual report for the meeting

  • One report for the year by month, category, project and member — including receipt-less spending and mileage.
  • Print or save as PDF with signature lines for Prepared, Reviewed & Approved by — ready for the AGM.
  • Export a CSV for a spreadsheet or accounting system.

Frequently asked questions

Does a project tag change my tax?

The tag alone doesn't — projects are for organising and reporting, and can be updated even in a locked year. To put a project's costs into Form B, open the project and tap Record this project's receipts as business expenses: each receipt becomes an expense of the source you choose (receipts claimed as BE relief or as organisation claims are skipped), and the accounting export carries a project column.

Can receipt-less spending be tagged?

Yes — add a project when recording receipt-less spending (parking, tolls, cash wages); it's totalled with receipts in the project statement.

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