Money answers one question: where does your income stand right now. It groups every invoice by what you need to do about it, rather than by date, so the invoices that need you appear first and the settled ones stay out of the way. On a phone it is one of the main tabs, because it is the thing most people open Sessional to check.

The three groups

Needs action: invoices that are overdue, or that have been sitting unsent as drafts. These are the ones costing you money by sitting still, so they are at the top with a chase button beside them.
Issued: sent and not yet paid, still inside their payment terms. Nothing to do yet, but this is what you are owed.
Paid: settled. Kept visible so you can confirm something landed without going looking for it.

Paid year to date

The headline figure is what has actually been paid to you so far in the current UK tax year, counted from the date each invoice was settled rather than the date it was raised. An invoice you sent in March and were paid for in April counts in the year it was paid.

Note

This is the tax year, 6 April to 5 April, not the calendar year and not the NHS pension year. The NHS pension year runs 1 April to 31 March, so for the first five days of April the two disagree by design. See NHS pension.

What it does not include

Money shows invoices, so it shows what you have billed. Work you have logged but not yet invoiced does not appear here: that lives with your sessions until you raise the invoice. If the figure looks low, unbilled sessions are the usual reason.

Expenses have their own entry point from this page, because what you spent changes what you owe HMRC even though it is not income. See expenses and mileage.

Tier access

The Money page itself is available on every tier, including Basic. The chase button and the payment tracking behind the paid and overdue figures are part of Plus, so on Basic you can see the state of your invoices and mark them paid yourself, but automatic chasing and the Earnings breakdown need an upgrade.

Frequently asked questions

Why is an invoice I was paid for still showing as issued?

Sessional only knows an invoice is paid when it is marked paid, either by you, by the organisation using the link on the invoice email, or by Xero if you are on Pro and have the sync connected. Marking it paid moves it to the Paid group and into the year-to-date figure.

Does the paid figure include VAT or expenses?

It is the total on each settled invoice, exactly as the organisation paid it. It is not a profit figure and it is not your taxable income: expenses have not been taken off. For that, use the tax planner on the tax page.

Why does the month figure disagree with the year figure in early April?

Because the calendar month starts before the tax year does. Between 1 and 5 April, this month contains days that belong to the previous tax year, so the two counts legitimately differ.