Record shifts, rates and payments without duplicates

Find menu customisation and choose “Freelance or hourly”. This configuration organises the tools you see; your personal income profile and record history are separate information.

After applying it, open the menu and find the guide’s screens. If a tool is missing, check visible items in Settings and its availability in your version. You do not need to delete records to change focus.

Define how to distinguish professional activity from personal expenses: clear categories and, where available, tags, jobs or accounts. Use a consistent name for the same client or project so you can retrieve related records later.

Prism helps organise records. Do not treat a tag as tax validation or confuse recording income with issuing an invoice. Keep original documents outside the record and check which tools are available on your platform.

Select Hourly income. Fill in the start and end dates and times, paid duration, rate and extras supported by the form. Account for unpaid breaks when preparing the duration; do not assume elapsed time equals paid hours.

Compare the calculation with your agreement and the settled amount. If you record the work to check an estimate, do not add it again as independent income when paid: review the record and avoid duplicating the same operation.

Keep your list of jobs or pending payments as a planning reference. In Records, add each income entry with the actual amount and date when received. Use a description identifying its source, such as “October shifts” or “Design project”.

If payment arrives in instalments, record each receipt on its own date with a consistent description. An accepted job, issued invoice or prediction does not equal available money. If you use future entries in your workflow, identify them and check which periods your reports include.

Open Quick templates and prepare a preset for income, an expense or hourly work you often record. Choose the common details supported by your version: description, category or tags, amount and associations.

To use it, select the template from Records or the templates list. Check the form before saving: today’s date, amount or hours may differ. A template speeds up entry; it does not prove that payment occurred.

Search for the entry by description and check its type, date and amount. Open its details and use the available edit option to change the incorrect field in the original, such as a category or an incorrectly entered rate.

After confirming, return to the list and verify the result. If the category changes, also check the affected budget. Avoid adding another entry to compensate for a data-entry mistake: it makes the total’s source harder to explain.

In the records list, search descriptions and use type and category filters to find the entries you want to review. Check amounts, dates and repeated records. The Calendar helps locate days with activity; colours do not replace reading the details.

At month end, use the same period in Charts, Statistics and Budgets. Compare the result with receipts you keep and note the category or habit to review next month. Your records balance depends on what you entered and may differ from your bank balance.

Find Export or Backup in your version. Choose an available format for your intended use and save the file in a private location. Open the export and check it includes the expected period and entries.

An export for reviewing data and a restorable backup may serve different purposes. Before changing devices or restoring, check the supported format, keep the previous copy and review your version’s restore instructions. Do not assume CSV can recover all settings.