# Expense and ROI Tracking

**URL:** <https://community.hubspot.com/t/expense-and-roi-tracking/81710>\
**Category:** Marketplace Apps\
**Tags:** sales\
**Created:** [May 22, 2023, 1:29pm UTC](https://community.hubspot.com/t/expense-and-roi-tracking/81710 "2023-05-22T13:29:53Z")\
**Posts on this page:** 2\
**Page:** 1

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**Author:** ![EHopkins](https://avatars.discourse-cdn.com/v4/letter/e/8797f3/32.png) [@EHopkins](https://community.hubspot.com/u/EHopkins)\
**Post date:** [May 22, 2023, 1:29pm UTC](https://community.hubspot.com/t/expense-and-roi-tracking/81710/1 "2023-05-22T13:29:53Z")

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Hey community,

Does anyone know if there is a way in HubSpot (or a third party app that is great) to track client/customer expenses? Looking for things like sending gifts, registration fees for a fundraiser, etc. Also looking for tracking on ROI and financial investments into client/customer partnerships. Thank you!

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**Author:** ![HFisher7](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/hfisher7/32/101931_2.png) [@HFisher7](https://community.hubspot.com/u/HFisher7)\
**Post date:** [May 23, 2023, 11:20am UTC](https://community.hubspot.com/t/expense-and-roi-tracking/81710/2 "2023-05-23T11:20:25Z")

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@EHopkins - What HubSpot subscription do you have?  
If enterprise, would it be viable to [create a custom object](https://knowledge.hubspot.com/crm-setup/use-custom-objects) ‘Expenses’ with properties to capture:  
- Amount  
- Type  
- Date  
(Plus anything else you’d like to use for reporting purposes)  
[Calculated company properties](https://knowledge.hubspot.com/crm-setup/create-calculation-properties) could then:  
- look to the associated expenses records to sum up the total amount  
- subtract the value in the above calcualtion property from the standard company property ‘[Total revenue](https://knowledge.hubspot.com/companies/hubspot-crm-default-company-properties#:~:text=by%20the%20company.-,Total%20revenue%3A,-the%20total%20value)’ to give you the ROI at a company level  
The same approach could be used to give you the ROI on a deal level.  
If professional, the above process could be used but utilising the deal or ticket objects with a ‘Type’ property to set the deal/ticket record as an expense record.