Class Tracking

Understanding how different parts of your business are performing is key to making smart financial decisions. With Class Tracking, transactions can be separated into customized groups such as divisions, departments, locations, business entities, or even product/service types. This means you can generate segmented financial reports — like Profit & Loss by Class — and evaluate performance on a more granular level.

Class tracking is included within the total transaction limit of your plan. If you require expanded tracking beyond what’s included, additional class-tracked transactions can be added for an additional fee.

Benefits

External: Detailed class-level reporting provides clear insight into departments, projects, or locations.

Internal: Control and visibility into how each area of your business performs.

The Bottom Line

Class Tracking gives you a clearer financial picture — not just of your business as a whole, but of every component that makes it run. With deeper visibility and categorized insights, you gain the power to make informed decisions, allocate resources wisely, increase profitability, and grow with clarity.