MarginKit is a Notion template that computes your real margins — by job, by product, by month — so you stop flying blind on profitability.
"We're doing $400k in revenue and I still export to Excel every month just to see if we're actually making money on each job."
— r/smallbusiness
"QuickBooks tells me I'm profitable. My bank account disagrees. I can't figure out which clients or jobs are the problem."
— r/smallbusinessowner
"I pay $49/month for accounting software and still do a manual spreadsheet to answer basic questions like 'which service makes us the most money.'"
— r/freelance
"Been in business 6 years. Still can't tell you our margin by job type. It's embarrassing. The tools make it too complicated."
— r/Entrepreneur
What it is
MarginKit is a fully relational database system that lives in your Notion workspace. It connects your income, expenses, jobs, and products — and computes real margins automatically.
No code. No integrations. No monthly fee. Duplicate it into your workspace and start logging in 15 minutes.
Link income and expenses to each job. Revenue, Direct costs, Gross margin, and Margin % compute automatically.
Active jobs board, unreconciled expenses, and monthly P&L — all on one page the moment you open it.
Receipts flow in, get categorized, and link to expenses. Missing fields get flagged automatically.
Each Reporting Month aggregates all income, expenses, net, and margin % for that period automatically.
A 30-minute close process. Step by step. Link to filtered views that show exactly what's missing.
Everything connects. You log the data once — MarginKit computes the rest.
Mark direct costs. Link to jobs and months.
Link invoices to jobs, products, and channels.
Rollups sum revenue and costs per job automatically.
Gross margin and Margin % compute in real time.
Every view is live and relational. This is what you open each morning.
MTD numbers, active job board, and unreconciled alerts — all in one view.
See instantly which jobs are profitable and which ones to stop taking.
Every month's income, expenses, net, and margin % — computed from your data.
Income, Expenses, Receipts, Jobs/Projects, Products/Services, Reporting Months, Channels, Customers, Vendors, Categories — all wired together.
Rollup formulas compute Revenue, Direct costs, Gross margin, and Margin % per job and per product. No formulas to maintain.
Board views, filtered tables, monthly rollups — every view you need is already configured and waiting.
Receipts come in, get categorized, missing fields get flagged. A real workflow, not just a database.
A step-by-step checklist with linked views that show you exactly what's unreconciled and unclassified.
Work backwards from target margin to required price. Enter your costs and target — the required sale price appears.
No subscription. No tiers. No "basic plan" that's missing the good stuff. Just the full system, once.
You built a business. You deserve to know if it's actually profitable — by job, by client, by month.