Financial Manager
Track your freelance income, projects, and milestones.
Back to projects
Add New Project
Project Details
Enter the basic information about your gig.
How to Setup Your Project Correctly
- 1. Define the Basics:Enter a clear title and the client's name. Select the platform (e.g., Upwork, Fiverr) to see the correct logo in your dashboard.
- 2. Set the Budget:Input the total expected value of the project. You can break this down into specific paid/unpaid milestones later.
- 3. Status Management:Start as "Ongoing". Once you've delivered the work and received final payment, update the status to "Completed" to move it to your archives. If a client cancels, mark it as "Cancelled" instead of deleting it to keep a record of lost opportunities.
- 4. Milestones:After creating the project, you'll be redirected to the project details page where you can add specific milestones (e.g., "50% upfront", "Final Delivery") and mark them as paid individually.