MarginKit lives entirely in Notion. After duplicating the workspace into your account, follow these steps to get your first real numbers in under 15 minutes.
Use the link from your purchase email. Notion will open and show a "Duplicate" button in the top-right corner. Click it — the workspace copies into your account instantly.
Open the 👋 Start Here page first. It's short and tells you exactly what order to do things. Don't skip it — it'll save you time.
Open ⚙️ Categories and replace the sample categories with your own. Think: your income types (Labor, Materials, Consulting) and expense types (Supplies, Subcontractors, Software). Everything flows from here.
Open 🏪 Vendors and enter your recurring suppliers, subcontractors, and platforms you pay. You'll link expenses to vendors as you log them.
Open 💼 Jobs/Projects and create a real current job. Give it a name, status (Active), and a Reporting Month. This is the anchor that income and expenses link to.
Open 💵 Income — add an invoice payment. Open 💸 Expenses — add a direct cost. Link both to your job. Watch the margin compute automatically in the Jobs database.
Open 📊 Owner Dashboard. Your MTD numbers, active job board, and margin percentages are now live. This is what you open every morning.
MarginKit is 10 relational databases wired together. Every database has a callout explaining its fields — this is the bird's-eye view of what each one does and how they connect.
MarginKit works best when you log transactions as they happen rather than doing a big data-entry session once a month. Here's the minimal daily habit that keeps it accurate.
Amount, date, customer, channel, product/service, job. Takes 90 seconds. The job margin updates immediately.
If it's a direct cost for a job — link it. If it's overhead — leave the job field blank. Category and vendor are optional but useful.
Receipt Inbox is the holding area. Log the receipt, then create a matching Expense. Once they're matched, mark the receipt as Processed.
Open 📊 Owner Dashboard. MTD revenue, margin %, active jobs — all current. Takes 30 seconds to know where you stand.
The Month-End Close system is a 30-minute checklist that walks you through reconciling the month so your P&L numbers are accurate before you close it out.
Open the 🗓 Month-End Close page and work top to bottom. Each step links to a filtered view that shows you exactly what still needs attention.
Open the Receipts Inbox view. Every unprocessed receipt should have a matching Expense. Create any missing ones, then mark receipts as Processed.
The filtered view shows expenses with no category assigned. Tag them before closing the month.
Cross-check against your invoicing system or bank. Every payment received this month should have an Income row.
Open the Reporting Months database. The month's row should show accurate Revenue, Expenses, Net, and Margin %. If numbers look off, find the missing or miscategorized entry.
Click the ✓ Mark Reconciled button in the Reporting Month row. This locks the month visually — you can still edit entries but the flag tells you it's been reviewed.
The Pricing Calculator answers: "If I want to hit a 60% margin on this job, what do I need to charge?"
Open the 🧮 Pricing Calculator page. Enter your estimated direct costs and your target margin percentage. The required sale price computes automatically.
The formula: Required Price = Direct Costs ÷ (1 − Target Margin)
Use it before quoting a job. Enter what you think the job will cost you, set your minimum acceptable margin, and use the output as your quote floor — not your quote. Price above it.
If something isn't working or you have a question not covered here, email us. We respond within 24 hours on business days.
MarginKit comes with a 14-day money-back guarantee. If it's not working for you, email the address below and you'll get a full refund the same day — no questions asked.
hello@cyguin.com
Support for MarginKit and all Cyguin products.
Include "MarginKit" in your subject line.