The Revenue and Expenses summary

The Summary shows at a glance what you earned and spent, and where a document is still missing. There are two of them: one for your revenue and one for your expenses.

Where to find the Summary

• Revenue: Click Invoices in the sidebar, then the Summary tab. Next to it are the Revenue, Invoices, Clients and Products tabs.
• Expenses: Click Expenses in the sidebar. The Summary opens straight away. Next to it are the Expenses tab, the Payments tab (your supplier bills and Bill Payment) and the Vendors tab.

Both pages work the same way. From top to bottom the Summary shows three figures, actions, a chart by month and a list. Your transactions by month are on the Revenue or Expenses tab next to it.

The three figures

• Revenue, last 30 days or Expenses, last 30 days: the total of the last 30 days.
• Revenue in or Expenses in with the year, for example Revenue in 2026: the total since 1 January of the current year.
• Revenue without a document or Expenses without a document: the number of transactions without a document since 1 January of last year.

The two totals are net of VAT. If you use the small business rule (Kleinunternehmer), they count the full amounts, because you charge no VAT and deduct none. Norman counts them as in the BWA, so they match your profit and loss.

Transactions you marked as Not required do not count as “without a document”. Bank fees without an invoice of their own are a typical example.

The actions

Below the figures are cards for your next steps.

On the revenue side:

• Issue an invoice and send it to your client
• Upload invoices issued outside of Norman
• Review transactions without a document

On the expenses side:

• Upload an expense invoice or receipt
• Review transactions without a document
• Add a bill and pay it from Norman

The chart and the list

• Revenue by month or Expenses by month: your totals of the last 12 months, net of VAT. For the self-employed, revenue counts in the month the money arrived; for a GmbH or UG, in the month of the service. For the self-employed, expenses count in the month you paid them; for a GmbH or UG, in the month of the invoice. Depreciation is spread over the years of use, and private payments are left out.
• Who pays you (revenue): your five biggest clients of the last 12 months with their share. The rest is under Other. A payment without a linked client counts under the payer’s name.
• Where the money goes (expenses): your five biggest expense groups of the last 12 months with their share. The rest is under Other. Click a group to see the expenses of these 12 months on the transactions page. A group with one category opens filtered to it.

The chart and the list show once you have booked revenue or expenses in the last 12 months.

The Revenue and Expenses tabs

The Revenue tab under Invoices and the Expenses tab under Expenses list every booked transaction of that side, grouped by month. An open booking shows Unpaid or Partly paid there. The month total counts each amount only once:

• For the self-employed, the money counts. An open booking counts only with its payment. After a part payment you see both: the payment and the booking marked Partly paid. Once the booking is paid in full, only the payment remains.
• A GmbH or UG sees the booking of the invoice or the document, not the payment that clears it.

If you have booked nothing on a side yet, both tabs show the next steps instead of figures, for example Sync your bank or Create an invoice.

The filters

At the top of the tab are three filters. They work as on the transactions page under Accounting.

• Period: It starts at All time. Pick a preset such as Current month or Last year, or choose your own dates in the calendar.
• Status: All statuses, Done or Not finalized.
• Documents: All documents, With documents or Without documents.

If no transaction matches, Norman shows “Nothing matches these filters.”

Your transactions by month

Below the filters, every booked transaction of this side appears as a card, grouped by month. Each month row shows:

• the month;
• open work, for example 3 without a document or 2 to review;
• the month's total, net of VAT.

A month with no open work has no badge. Every month is open, so you see its cards straight away. While you scroll, the month row stays at the top of the screen. Older months load as you scroll down.

In each month, cards without a document come first. A card shows the name, date, category and the amount. That amount includes VAT; the month total does not, unless you use the small business rule.

A name and amount in grey mean the transaction is finalized. In black and bold, it is still open. Read Edit transactions.

Click a card to open the transaction details. There you change the category or the VAT, for example.

Attach a document to a transaction

If a document is missing, the card shows a Drop a document area. You have two ways:

1. Drag the file onto the area. Norman uploads it and attaches it to the transaction.
2. Click the area. Attach document opens. Pick an uploaded document or one of your Norman invoices, or upload a new file.

Norman takes PDF, XML, PNG, JPG, JPEG and WEBP. The card then shows a preview of the document.

“Documents need review”

On the Documents page, each month has a folder. If that folder holds documents that are not linked to a transaction yet, the month row shows … to review. The month then starts with the card … documents need review.

Click Review documents. Norman shows you one document after another. You match it to an existing booking or add a new one with Add booking. Book and assign documents explains how.