What Clients Are
In Money OS, a Client is a business entity (person, company, or organization) that your transactions can be tagged to.
By tagging transactions to clients, you unlock:
- Per-client expense and income tracking
- Client profitability analysis (Revenue − Expenses = Margin)
- Reimbursable expense identification for billing
- Client-specific reports for accountants or stakeholders
Adding a Client
Navigate to Clients → New Client.
Required:
- Client name — Legal or business name
Optional:
- Contact email — For internal reference
- Billing currency — If this client pays in a different currency
- Hourly rate — If you track time for billing purposes
- Notes — Contract notes, billing cycle, payment terms
Click Save. The client is immediately available for tagging transactions.
Tagging Transactions to Clients
When adding or editing any transaction, open the Client dropdown and select the relevant client.
A single transaction can only be tagged to one client at a time.
To bulk-assign transactions to a client:
- Filter transactions by date range or description
- Select all relevant transactions using checkboxes
- Click Bulk Edit → Set Client
- Choose the client
Client Dashboard
Open any client to see their dedicated dashboard:
Summary cards:
- Total Revenue (income transactions tagged to this client)
- Total Expenses (expense transactions tagged to this client)
- Net Margin
- Reimbursable Expenses (expenses to bill back)
Transaction table: All transactions tagged to this client, sortable and filterable.
Monthly trend chart: Month-by-month revenue and expenses for this client.
Reimbursable Expenses
Expenses incurred on behalf of a client — travel, tools, subcontractors — are often billed back.
To mark an expense as reimbursable:
- Open the transaction
- Toggle Reimbursable in the Details section
Reimbursable transactions are highlighted on the client dashboard and can be exported as a billing summary CSV to attach to your invoice.
Client Reports
From any client dashboard, click Export to generate:
- Client Expense Summary — All expenses tagged to this client, grouped by category
- Billing Summary — Reimbursable expenses formatted for invoice attachment
- Client P&L — Full profit and loss statement for this client
These reports support both CSV and PDF export.