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The Money Hub

How to use The Money Hub

Everything you need to get set up and running — from saving it to your phone to downloading your tax summary.

Step 1

Save it to your phone

The Money Hub works like an app on your phone — no App Store needed.

iPhone (Safari)

  1. 1Open pilatesmethodclub.com in Safari and sign in.
  2. 2Tap the Share button (the square with an arrow pointing up).
  3. 3Scroll down and tap Add to Home Screen.
  4. 4Tap Add in the top corner.
  5. 5The icon now sits on your home screen — tap it to open full screen.

Android (Chrome)

  1. 1Open pilatesmethodclub.com in Chrome and sign in.
  2. 2Tap the three dots menu in the top corner.
  3. 3Tap Add to Home screen or Install app.
  4. 4Tap Add to confirm.

Step 2

5-minute setup

Do this once and your invoices, tax and goals take care of themselves.

  1. 1Set your tax amount. In Settings, choose the percentage to set aside for tax (20% to start). Everything you see as “Yours to spend” is after tax.
  2. 2Add your invoice details. In Settings → How you appear on invoices, add your business name, email and bank details. These appear under “How to pay” on every invoice.
  3. 3Set a monthly goal. On the Overview, add your monthly income target to see your progress and how many classes to go.
  4. 4Add your studios. In Studios, add each studio you teach at, with its address and usual class rate.
  5. 5Set your usual week (optional). Add the classes you teach every week so you can log them in one tap.

Step 3

Logging classes & expenses

Everything day-to-day lives in Income & expenses.

Log a class

  1. 1Go to Income & expenses and tap to log a class.
  2. 2Pick the studio, date and type — Mat, Reformer, Barre, 1:1 or Online.
  3. 3Check the rate. Earned commission? Add it and say how many classes earned it.
  4. 4Save. Your class counts as income straight away — no need to enter it twice.

Classes are grouped by month, with a tab for each studio so you can see what each one owes you.

Add an expense

  1. 1Switch to the Expenses tab.
  2. 2Add the item, amount, category (studio hire, equipment, insurance, travel, training and more) and date.
  3. 3Save. It comes off your profit and shows on your tax summary.

Step 4

Sending invoices

Turn the classes you’ve logged into a polished invoice in seconds.

  1. 1Go to Invoices and start a new invoice.
  2. 2Choose the studio and the dates — your unbilled classes for that studio fill in automatically.
  3. 3Check the preview: your details, the studio, and how to pay are all included.
  4. 4Download the PDF or share it with the studio.
  5. 5Set the status to Sent to studio, then Paid when the money arrives — the invoice is stamped PAID as a receipt.

Step 5

Overview & tax return

Overview

See this month’s income, what’s yours to spend after tax, your goal progress and what next month looks like. Forecast shows your whole year ahead based on your usual week.

Self Assessment

In Reports, pick the tax year and download your Self Assessment PDF — income, expenses by category and profit, ready for your tax return or accountant.

Need a hand?

Email us at info@pilatesmethodclub.com — we’re happy to help.

Forma is run by The Pilates Method Club · pilatesmethodclub.com