RecordSplit

Dashboard & reports

Monthly reports
for small businesses.

Revenue, expenses and profit for each month, spending by category, and what each owner paid personally — exported to Excel or PDF.

Monthly business reporting built from the expenses, revenue and salaries you record. Reports cover what has already happened. There is no forecasting, budgeting or formal accounting statement.

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RecordSplit Dashboard: this month's revenue, expenses, net profit and Business Funds, revenue against expenses by month, and recent expenses.
Dashboard · Harbor & Pine Studio demo · USD.

The Dashboard

The first screen
every owner sees.

This month
Revenue, expenses and net profit, each compared with last month.
Business Funds
The combined recorded balance of your business accounts.
Revenue vs expenses
Month by month for the year, so a slow month stands out.
Needs attention
Overdue invoices and other items that are waiting on you.
Position
Savings, who owes whom between owners, and an estimate of next month's expenses.

Reports

One month,
five questions.

Pick a month to see it in full. Each category and owner opens the matching expenses, and the month's report exports to Excel or PDF. Business account activity and receivables export too, and every invoice has a PDF.
Monthly summary
What did the business make? Revenue received, expenses and profit for one calendar month, with margin, compared with the full previous month.
Spending by category
Where did the money go? Every built-in and custom category with its share, number of expenses and change from the previous month.
Largest expenses
What were the biggest costs? The five largest expenses of the month, salaries included.
Expense funding
Who funded the spending? How much came from business funds and how much each owner paid personally.
Year overview
How is the year going? Revenue, expenses, profit and margin for every month up to the one you're viewing.
Reports for September 2026: revenue received $35,900, expenses $25,900 and profit $10,000 compared with August, then spending by category with each category's share, transactions and change.
Reports · Harbor & Pine Studio demo · September 2026.

A monthly routine

Month-end in
three steps.

  1. Check the Dashboard

    This month's revenue, expenses and net profit against last month, Business Funds, and anything overdue.

  2. Read the month's report

    The summary and spending by category, the largest expenses, who funded them, and the year so far.

  3. Export and share

    Send the Excel or PDF export to your partners or your accountant. Everyone works from the same figures.

Profit

Revenue minus expenses,
with each owner’s share.

Pick a period and see revenue, expenses and net profit, each owner's share under the partnership rules, and the month-by-month breakdown. Profit is always computed from records — never typed in.
Profit: total revenue, expenses and net profit, each owner's share, and a monthly breakdown for 2026.
Profit · All time · Harbor & Pine Studio demo.

Reporting questions

Can I export my data?
Yes. Reports, business account activity, and receivables export to Excel or PDF, and every invoice has a PDF. A full export of everything in your organization isn't available yet.
Can I filter reports by partner or category?
Reports cover one whole month at a time. Each category and each owner's total opens the Expenses list filtered to that month and category or owner.
Can I send an expense report to my accountant?
Yes. Each month's report exports to Excel or PDF. RecordSplit doesn't produce formal accounting statements; the exports are the record your accountant works from.
Is there budget-vs-actual reporting?
Not today. Budgets and targets aren't available.
Does this include forecasting?
No. Reports cover what has already happened — revenue, expenses, salaries, expense funding, and profit. Forecasting isn't available.

See where the business
stands this month.

Start free

Free for your first organization. No credit card required.