Docs

History

Everything, forever — every project, every status, every year, nothing auto-hidden.

The ledger

Every project you’ve ever recorded, grouped by fiscal year, newest first. Each row reads two facts side by side — where the work got to, and where its money is in the Invoicing column. Each year’s band carries its own rollup — projects, days off, days per project, average job, rate per billed day, the year’s gross — and collapses with a click. Rows keep their native currencies (a ¥104,000 day sits beside a £520 one; the totals convert), and files () or invoices () attached to a project ride as pills that open right from the row. A year with nothing firm in it says what it does hold — “2 enquiries · 7 days”, “1 cancelled · 5 days freed” — rather than a bare count. Four cards above the ledger read your career: Day rate now against where it started, Bookings, Avg project, and Earned — the year’s firm work, paid or not yet, with your best year named; for the year in hand, Bookings and Earned say “· this year”.

Back-fill

The + past project row is tuned for entering old work: status defaults to Complete, the rate follows the client, and a committed row keeps its client and dates so the next entry starts where you left off. Back-filled rows keep their own dates — money that landed in a past year files under that year, which is what keeps the year rollups and the tax base honest.

Reading it your way

Filters facet by year, status and client — and the figures follow the list. The heading counts what’s shown of what there is (“6 of 26 projects”), the filter button fills violet while a filter is on, and each card that narrowed wears a violet outline and names its scope in its label (“Day rate · Aoi Film”). Filter to one client and the cards become that client’s career, placed against the whole: your rate overall, and their share of everything you’ve earned. Pick a year and Earned says where it ranks (“your 2nd best year”); the year itself stays whole, vacations included.

The cards also ask the questions that fit the rows in view. Firm work gets the career cards. Nothing firm but enquiries and holds: Open, Worth if they land, Asked rate and Days held. Nothing but cancelled or archived work: Lost, Cancelled (as a share of the work that was decided), Days freed and Biggest loss — archived work alone reads as parked, not lost. These two families draw greyed and dashed, because none of it is money yet.

Columns hide, resize by grip, and a fit chip sizes everything to content. Vacations interleave as amber Vacation rows between the projects they interrupted — a fact of the year, not a status. And if you like your ledger loud, Settings → Appearance can wash every row in its status colour; the default stays neutral, as a record should.

Cancelled and archived work lives here too — History is the one place nothing leaves.