> For the complete documentation index, see [llms.txt](https://help.getweddingos.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getweddingos.com/analytics/financials.md).

# Financials

The Financials page gives you a monthly view of revenue collected, payments due, and how you're tracking against prior periods. Find it in the left navigation under **Financials**.

***

## What it shows

### Monthly breakdown

A table showing each month with:

* **Due** -- total payments scheduled in that month across all clients
* **Collected** -- total payments actually marked paid in that month
* **Clients** -- how many clients had activity that month

Click any month row to expand it and see a breakdown of which clients have payments due versus collected in that period.

### Year-to-date totals

Running totals at the top of the page show your cumulative revenue collected and what's still outstanding for the year.

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## How payments are counted

A payment appears in the month its **due date** falls. It shows as collected when it's marked paid, regardless of when it was actually paid.

For example: a payment due June 30 that was paid early in June still appears in June's collected column.

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## On the Books vs. Collected

**On the Books** (from the dashboard) reflects total contracted revenue from active clients. **Financials** shows what has actually moved as cash -- payments due and payments received by month. These are two different views of the same underlying data.

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## What's not included

Financials only includes clients in **Booked** and **Active Planning** status. Leads, Proposal Sent, and Completed clients are excluded from the monthly view.


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