Finances

The financial overview provides a snapshot of your business finances including total revenue, expenses, profit, and profit margin. You can see trends over time and compare periods to understand how your business is performing.

You can generate quarterly, yearly, or custom date range reports. Reports include revenue breakdowns, expense categories, profit and loss analysis, and trend charts. Reports can be exported for your records or tax preparation.

Navigate to Expenses to add and manage your business costs. You can categorize expenses (e.g., product purchases, travel, marketing), add dates and descriptions, and attach receipts. Expenses are factored into your profit and loss calculations.

The P&L view shows your total revenue minus expenses to calculate net profit. It breaks down revenue by source and expenses by category, helping you understand exactly where your money comes from and where it goes. Use this to make informed business decisions.

The EÜR (Einnahmenüberschussrechnung) is a German quarterly tax report. To enable it:

1. Go to Settings → Business Profile and set your country to Germany 2. Go to Settings → Financial Settings — an "EÜR Tracking" section will appear at the bottom 3. Enable the EÜR toggle 4. Set your default VAT rate (19%) and MK supplier VAT rate (21%) 5. Save — the "EÜR Report" entry will now appear in the Finance menu

Once enabled, expense and order forms will show additional EÜR-specific fields. The report can be exported as CSV, PDF, or Excel for your tax advisor.

Invoices feed into Section 1 (MK Wholesale Purchases) of the EÜR report. For an invoice to appear:

• The invoice must be confirmed (not just uploaded)
• The vendor name must contain "Mary Kay", or the "Intra-EU Purchase" toggle must be enabled

When adding a manual invoice with EÜR enabled, fill in these fields:

• Gross amount and net amount
• Delivery cost portion — shipping costs allocated to this invoice
• Section 2 portion — the part of the invoice that counts as other business expenses instead of MK purchases

The report uses the net amount from MK purchases in the profit calculation.

Expenses feed into Section 2 (Other Business Expenses) of the EÜR report. All active expenses within the selected quarter are included automatically.

With EÜR enabled, the expense form shows extra fields:

• Gross amount (primary amount field)
• VAT rate — choose 19% (standard), 7% (reduced), 21% (EU), or 0% (exempt)
• Net amount — calculated automatically from gross and VAT rate
• Vendor name — the supplier or service provider
• Invoice number (RG-Nr.) — for reference

Expenses are grouped by category in the report. The report uses the gross amount from expenses in the profit calculation.

Orders feed into Section 3 (Income) of the EÜR report. Only orders with status "processing", "shipped", or "delivered" are included — pending and cancelled orders are excluded.

With EÜR enabled, each order has an income type field:

• Customer sale (default) — regular product sales to customers
• MK provision — commission or provision payments from Mary Kay
• MK reward shop — earnings from the reward shop program
• Other income — any other business income

The report groups income by type and shows subtotals for each. The quarterly profit is calculated as: Income (gross) − MK Purchases (net) − Other Expenses (gross).

Go to Income and tap the + button. Choose a date, pick a category (Commission, Bonus, Reward Shop, Referral, or Other), enter the amount, and optionally add a description, source, reference number, and notes.

Manual income is for money that doesn't come from a customer order — things like commissions, bonuses, reward-shop earnings, or referral payments. Revenue from product sales is tracked separately through your orders, so use Income only for these other earnings to avoid double-counting.

If EÜR tracking is enabled, the income form also captures a gross amount, VAT rate, and net amount so the entry feeds correctly into your German tax report.