Transactions and your ledger

Record income and expenses per project, attach receipts, capture sales tax, then filter and export everything to CSV.

Every peso and dollar, per project

The ledger is the heart of Obra: every income and every expense is a transaction on a project. Give it a date, an amount, a category and optionally a vendor, and the project's cash collected and recorded cost update on the spot. Each project has one currency, and Obra never converts or mixes currencies behind your back.

Entries on one side, amounts on the other — the totals on the bottom line.

Receipts and sales tax

Attach up to ten files to a transaction — receipts, invoices, delivery notes. Photos and PDFs get scanned to prefill the form, and the paperwork stays with the entry forever.

You can also record the sales tax on a purchase — the amount and the kind (IVA, VAT, GST and so on), typed in or read from the receipt. The transaction's amount stays the total you actually paid; the tax detail is kept alongside it for your bookkeeping.

Finding things again

The transactions list filters by project, type, category, vendor and date, and works the same on your phone as on your desk. When your accountant asks, export the filtered ledger to CSV — exports are part of the Pro plan.

Note

Don't write the ledger yourself? Your crew's approved expenses become transactions automatically — see the expenses guide.