My Money reports and exports

My Money (in the sidebar) opens the Money page. It summarises your shared act booking money, with CSV and PDF exports for your records or your accountant.

Run a report

Under Shared booking reports:

Field	Options
Perspective	Personal: your own earnings across acts. Act operational: a whole act’s bookings (owners and finance managers). Entity accounting: a billing profile’s invoices and payments.
Act or billing entity	My personal records for a personal report, or the act or billing profile.
Date basis	Booking date · personal or act, or Document issue and payment dates · entity.
From date / To date (exclusive)	Defaults to the current Australian financial year, 1 July to the next 1 July.
Timezone	Defaults to Australia/Sydney.

Then select Update report.

Personal reports use Booking date and My personal records. Act reports use Booking date and an act. Entity reports use Document issue and payment dates and a billing profile.

Personal reserve estimate (optional)

On a Personal report, you can estimate how much to put aside. Enter Your reserve percentage and choose a Reserve basis. For example, 30% of performance fees. It’s a planning figure, not your actual tax bill.

Download

Select Download CSV or Download PDF. Exports include exact cents and reference IDs, so your bookkeeper can reconcile them.

Note

These reports cover act bookings only. Your personal Gigs tracker has its own PDF reports and CSV export.

Key figures in a personal report

Figure	Meaning
Published performance fees	Fees in published allocations.
Approved reimbursement	Expenses being paid back to you.
Agreed GST	GST on your fees, if registered.
Payer-recorded allocated cash	What payers have recorded paying you.
Remaining agreed cash	Still to come.
Personal super reserve	Your planned reserve, if you set one.