Does Each New Payment Generate Revenue in Jarbas's Financial Section?

Yes, that's exactly how it works. Every time you log a payment received from a client, that transaction is automatically categorized as Revenue in the financial section of Jarbas. To make managing your finances easier, remember to use the available filters. They allow you to specifically view Revenues and Expenses, helping you keep your accounts organized.

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• What are financial categories for?

  In Jarbas, financial categories help you organize and classify your financial transactions by type or purpose. They make it easier to track, analyze, and understand your business’s income and expenses. Main functions of categories 1. Transaction ...

• How to View Financial Transactions by Payment Method

  In Jarbas, you can filter your financial transactions by payment method — such as cash, Pix, credit card, debit card, bank transfer, and more. This helps you understand how your customers are paying and makes it easier to track your cash flow. Below ...

• Why can’t I delete a financial category?

  Default financial categories in Jarbas can’t be deleted because they’re essential for the system to function properly. Which categories can’t be deleted Default Income Categories • Sales • Service • Salary • Investment • Bonus • Customer Account • ...

• Can I create separate accounts in the Finance section (like bank and credit card)?

  No, the Jarbas finance system doesn’t allow you to create separate accounts for things like bank and credit card. What the Finance system includes • Transaction categories to classify your income and expenses • Payment methods such as cash, PIX, or ...

• How to Add a New Revenue/Expense?

  To start managing your finances with Jarbas, follow these simple steps: On the app's home screen, tap on Financial. A menu will pop up. Select Transaction to add details about your revenues or expenses. Here, you're free to input important ...