> ## Documentation Index
> Fetch the complete documentation index at: https://help.hedwigbot.xyz/llms.txt
> Use this file to discover all available pages before exploring further.
# Track your earnings and payment history
> Understand the metrics on your earnings dashboard, read revenue charts, review your payment history, and export tax summaries as a Pro user.
The Hedwig earnings dashboard gives you a live view of how your freelance business is performing. Rather than opening your bank app or counting invoices manually, you can see your paid revenue, pending amounts, and payment trends at a glance — and, on Pro, generate tax-ready summaries whenever you need them.
## Dashboard metrics
The summary section at the top of the dashboard shows five core numbers for any time range you choose.
The total amount you have actually collected — invoices and payment links that reached **Paid** status within the selected period.
The value of invoices and active payment links that have been sent or viewed but not yet paid. These are expected future receipts.
Invoices that are past their due date and still unpaid. Hedwig flags these separately so you know where to follow up.
Paid revenue minus any recorded expenses for the period. A quick snapshot of your take-home.
How your paid revenue this period compares to the previous equal-length period, expressed as a percentage. A positive delta means you earned more than last period.
The sum of any expenses you have logged in USD for the period. Expenses are converted to USD using the rate at time of entry.
### Changing the time range
Use the range selector above the metrics to switch between:
* **7 days** — the last seven days
* **30 days** — the last 30 days (default)
* **90 days** — the last 90 days
* **1 year** — the last 365 days
* **Year to date** — from January 1 of the current year to today
All metrics update to reflect the selected window when you change the range.
## Revenue charts and trends
The **Trend** chart shows your paid revenue and expenses plotted month by month for the last six months. Use this to spot seasonal patterns, notice a slow month early, or confirm that a recent push is paying off.
The **Breakdown** section splits your revenue into:
* **By client** — which clients generated the most revenue, their share of your total, and how many invoices you sent them.
* **By project** — which projects contributed most to paid revenue, alongside project budget for comparison.
The **Payment sources** breakdown shows what proportion of your income came from invoices, payment links, and direct wallet transfers.
## Payment history log
The **Activity** feed is a chronological list of payment-related events from the past 30 days. Each entry shows the event type (invoice paid, invoice sent, invoice overdue, payment link paid, payment link created, expense recorded), the document title, the amount, and the date.
You can use this as a quick audit trail to confirm that a specific payment came through, or to see the sequence of events for a client engagement.
## Monthly revenue target
You can set a monthly revenue target to give the dashboard a benchmark to measure against. When a target is set, the dashboard shows your progress toward it for the current month.
On web, click your avatar in the top-right corner and choose **Profile**. On mobile, go to **Settings** and tap your profile card at the top.
Find the **Monthly revenue target** field and enter the USD amount you want to hit each month.
Click or tap **Save**. Your dashboard will now display a progress indicator for the current calendar month.
Set a target that reflects your actual goal for the month, not a stretch figure. The dashboard uses it as a reference point for the progress bar, so an overly ambitious number will always show low progress and become easy to ignore.
## Tax summary reports (Pro)
Pro users can generate structured tax summaries that group your income and expenses by month or by year — formatted for easy handoff to an accountant or for your own records.
Tax summary reports are a **Pro-only** feature. If you are on the Free plan, upgrade to Pro to unlock them. See [Hedwig Free and Pro plans](/account/plans) for a feature comparison.
### What the tax summary includes
| Section | Contents |
| ---------------- | ------------------------------------------------------ |
| Income | All paid invoices and payment links, totalled by month |
| Expenses | All logged expenses, categorised and converted to USD |
| Net income | Income minus expenses for the period |
| Client breakdown | Per-client totals for the period |
### Generating a report
**On web:** Open the **Earnings** page and click **Tax summary** in the top-right area. Choose **Monthly** or **Yearly**, select the specific month or year, and click **Generate**. The report opens in a print-friendly layout you can save as a PDF from your browser.
**On mobile:** Go to the **Earnings** tab and tap **Tax summary** (visible for Pro users). Choose the period and tap **Export**.
## Exporting and downloading data
Beyond tax summaries, you can export your transaction and revenue data:
* **CSV export** — available from the Payment history section on web. Exports all transactions in the selected time range to a spreadsheet-ready file.
* **PDF report** — generated via the Tax summary flow, which produces a formatted document suitable for accountants or official submissions.
Exports include all payment events within the selected date range. If you need data from a period not covered by the standard range options, use the CSV export from the full transaction history, which is not range-limited.