If you run a cash-based business, asking Frank about income and expenses is your primary reporting tool. Frank counts money when it actually hits or leaves the bank, no accrual adjustments, no P&L formatting. Just straightforward answers about your cash position.
Asking for Income
Start a new conversation and ask Frank for your income or revenue; both words work:
"Show me my income for 2026"
"Show me revenue for this year"
Frank will return a chart with the total and a transaction count for the period. Income means money hitting your bank account; these are the green transactions in the Transactions screen. Expenses mean money going out. If you have reclassified any transfers to yourself, Frank can recognise those too.
Controlling the Time Period and Grouping
Frank defaults to showing results by month, but you can be as specific as you like:
"Show me income by day for the last 14 days" returns a bar graph with 14 bars, one per day. Useful for businesses that need to track daily takings.
"Show me revenue for 2026 by quarter" returns four bars showing your quarter-by-quarter trend.
"Show me revenue by week" weekly breakdown for the period you specify.
If you leave the grouping out, Frank defaults to month. You only need to specify it if you want something different.
Drilling Into the Details
Click any bar in the chart to drill down into that period. Frank shows you every transaction that makes up that total, who paid you, how much, and when. The same works for expenses: click a bar to see exactly which payments went out and to whom.
This lets you answer questions like "who were my biggest clients this month?" or "which weeks were slow?" without leaving the conversation.
Invoice Billings
Separate from your bank transactions, Frank can surface invoices if they are in your system. You can view invoices two ways:
By created date: when you raised the invoice. This is closer to an accrual view: the sale was made, even if the money has not arrived yet.
By due date: when you expect to be paid. Useful for cash planning: see what is coming in over the next 7, 30, or 45 days.
Click into any invoice to see the full details, particularly helpful for anything outstanding or overdue.
Payment Processor Data (Stripe, Square, Shopify)
If you have Stripe, Square, or Shopify connected, Frank also pulls in your payment data. This gives you a view of sales at the point of transaction, who bought what, any refunds, and payment amounts.
Keep in mind the timing difference: a Stripe payment is recorded when the sale is made, but the funds typically hit your bank account a few days later.
On a cash basis, Frank counts income when it arrives in the bank, not when Stripe records the charge. The payments view is useful for sales-level detail; your income chart reflects your actual cash position.
Summary
For cash-based businesses, Frank's income and expense queries replace the need for traditional P&L reports. Ask for revenue or income with a time period and grouping; drill into any bar to see the underlying transactions; check invoices by due date to anticipate incoming cash; and use the payments section for sales details from connected processors. The more specific your question, the more useful the answer.