How to create a project

What this does

Projects let you group related costs together so you can see how much you are spending on a specific job, client engagement, or business initiative. You can set an optional budget to keep spending in check.

When to use it

Create a project whenever you want to track costs separately from your day-to-day accounts — for example, a website redesign, a marketing campaign, or a client contract.

Step by step

1. Go to Reports in the top navigation and select Projects.
2. Click New Project.
3. Enter a Name for the project. Choose something your team will recognise.
4. Add a Description if you want to note what the project covers.
5. Optionally set a Budget amount. This helps you monitor spending against a target.
6. Click Save to create the project.
7. The project will now appear in your Projects list and be available when assigning costs from bills and expenses.