# See which HoneyBook packages and seasons make you money

> Compare weddings against portraits against corporate work, with real costs from your books, so you know what to raise, hold, or retire.

- Workflow type: app
- Services: HoneyBook, QuickBooks Online
- Categories: Finance, Operations
- Published: 2026-08-24

## What it does

- A single table of your booked work grouped by package type and by the month of the event, showing how many you booked, the average budget, and the total value
- Real income and costs pulled from QuickBooks over the same dates, so each package gets an estimated margin instead of just a top line revenue number
- Every total is clickable, so you can always see exactly which projects fed it, with client name, event date, and budget
- A Review this package button that hands one package to a background assistant, which works out how the margin has moved across recent seasons and writes a raise, hold, or retire recommendation you can come back to

## What you'll need

- A HoneyBook account on the Essential or Premium plan, since that is what includes the key this app connects with
- A QuickBooks Online login for the same business, with your costs and income actually categorized in your books
- Your project types set up in HoneyBook, because that built in field is what the app reads as your package name
- A year or two of past projects if you want the season over season comparisons to mean anything

## Prompt

I run a one or two person creative business and I only reset my prices once or twice a year. Build me an app that tells me which of my packages and which seasons actually make money, because HoneyBook only shows me basic revenue and I end up rebuilding the same spreadsheet every time I think about raising prices.

The main screen is a profitability table built from HoneyBook. Use List Projects to pull every project, following next_cursor until there are no more pages, and group the results two ways at once: by project type, which is my package, and by the month of the event date. For each package and month, show how many projects I booked, the average budget, and the total booked value, with a total row per package and a total column per month. Default to the last 12 months and give me a date range control plus a toggle that rolls months up into seasons, since that is how I actually think about the year. Use Get Company for the studio name in the header.

Every number in that table has to be clickable. Clicking a count, an average, or a total opens a panel listing the exact projects behind it: client name, project type, event date, budget, and current stage, sorted by event date. I never want to see a figure I cannot trace back to the projects that made it.

Next to the booking numbers, pull the real money from QuickBooks Online. Use Query Entities to fetch Purchase, Bill, and Invoice records over the same date range as the table, and use Run Reports to run a Profit and Loss for the matching period. Show total income and total costs for the period, list the biggest expense categories underneath, and let me click any expense category to see the individual purchases and bills inside it.

Then show an estimated margin per package type. Costs I can tie to a package, through the vendor or the expense category, get charged to that package directly. Anything left over is shared overhead, and I want a setting to either spread it across packages by share of booked value or leave it out of the margin entirely. Whichever is in play, label it on screen in plain words such as shared costs spread across packages by revenue share, so I know I am reading an estimate rather than gospel. HoneyBook never tells you which project an expense belongs to, so include a small mapping screen where I connect QuickBooks expense accounts and vendors to my package types once, and save that mapping in the app so it sticks.

On each package row put a Review this package button that starts a background agent. The agent gathers that package type's HoneyBook projects across the last few seasons with List Projects, pulls the matching costs and income from QuickBooks with Query Entities over each season's date range, runs a Profit and Loss with Run Reports for each of those periods, works out the effective margin per project for that package, and describes how the margin has moved season over season. It then writes a pricing recommendation: raise, hold, or retire, with a suggested price, the reasoning in plain language, and the specific numbers it leaned on. The recommendation gets written back into the app as a saved review, stamped with the date it was written and the period it covered, and the review lists the projects it was based on so I can click through the same way as the table.

Add a Reviews section listing every saved review, newest first and grouped by package, so I can open last spring's review next to this one and see whether I actually acted on it. Each package row on the main table should carry a small badge showing its latest recommendation and how old that review is. While an agent is running, show that the review is in progress on the row it was started from.

Two hard constraints to build around. First, the HoneyBook integration only offers List Projects as a bulk read, plus Get Company and Get Current User. There is no invoice list, no contact list, and no time tracking data, so everything on the HoneyBook side has to be derived from the project budget, project type, event date, and client fields returned by List Projects. Do not build an hours based profitability view. All cost data comes from QuickBooks. Second, HoneyBook custom fields are not available through this integration, so the package is whatever the built in project type field says. Show me a plain list of the project types the app found, with counts, so I can spot ones that are named inconsistently and fix them at the source.

Keep the whole thing in plain language, because I am the owner and not an accountant. No jargon, never a percentage without the dollars beside it, and every card should say in one sentence what it means, for example: weddings booked in June brought in 42,000 dollars across 6 projects, about 7,000 dollars each, with roughly 2,900 dollars of costs behind each one. Round money to whole dollars. If a package has too few projects to compare seasons honestly, say that on the row instead of drawing a trend from two bookings, and if a number cannot be worked out, say why instead of showing a zero.

## How to customize

- Change the stretch of time the table covers, from the last 12 months to the last few seasons or any custom range
- Choose which expense categories and vendors count as costs for each package, and whether shared overhead gets spread across packages or left out of the margin entirely
- Set the margin level that counts as thin, so the weak packages stand out on the table without you hunting for them

## FAQ

### Do I need a paid HoneyBook plan for this?

Yes. The key that connects HoneyBook to this app is only available on the Essential and Premium plans, not on Starter. You can copy it yourself from your company settings under Integrations.

### Where does the package name come from?

From the built in project type on each HoneyBook project, for example Wedding, Portrait Session, or Corporate. Custom fields are not shared with outside tools, so the app shows you the list of project types it found and it is worth tidying up any that are named inconsistently.

### Does it track how many hours I spend on each job?

No. HoneyBook does not share time tracking, so profitability here is booked budget against real costs from your books, not an hourly rate. That still answers the question most owners are asking, which is whether a package is worth the price you charge for it.

### How does it know which costs belong to which package?

You tell it once. You map your expense categories and vendors to package types, and the app remembers. Anything that cannot be tied to a package is treated as shared overhead, and you decide whether it gets spread across packages or left out. The screen always says which choice is in play so you know you are reading an estimate.

### What does a saved review actually give me?

A short written recommendation for that package: raise, hold, or retire, with a suggested price, the reasoning in plain language, and the numbers behind it. Reviews are saved with the date and the period they covered, so next season you can open the old one and see whether the picture changed.

Use this prompt in General Input: https://www.generalinput.com/prompts/see-which-honeybook-packages-and-seasons-make-you-money