How to Track Revenue Across Multiple LLCs in One Dashboard

Owning several LLCs is common: one for the main business, one for rentals, one for a side project. Keeping them separate is the right call legally. The trouble is that it splits your numbers into separate banks, separate books and separate logins. This guide shows how to track revenue across multiple LLCs in one dashboard while keeping every company’s money where it belongs.

This is general information, not legal or tax advice. Talk to your accountant about how your LLCs should be set up.

1.Give every LLC its own bank account

This is the foundation. Each LLC gets at least one business checking account, opened under its own name and EIN. All of that company’s income lands there, and its bills are paid from there. When money from different LLCs shares an account, no dashboard can untangle it reliably, and you risk the separation that makes an LLC worth having. The IRS also treats each LLC according to how it is set up, which is one more reason to keep each company’s money visibly its own (IRS: Limited Liability Company).

2.Keep separate books, then add them up

Each LLC keeps its own books in QuickBooks, Xero, Wave or whatever your accountant uses. Those books are what taxes are filed from. The dashboard is a different job: it reads the bank accounts and shows you each company side by side, plus one combined total. You get the view an owner needs without touching the official records.

3.Count money moved between your own LLCs once

Moving money between your own companies is not revenue. If your agency pays your holding company, or you move cash from rentals to cover a slow month elsewhere, a simple sum counts it twice: once leaving and once arriving. Mark those as transfers, or use a tool that recognizes accounts you own, so the combined number shows only what customers paid.

Example numbers. A naive total would show $56,600.

4.Decide what the dashboard must show

Keep it short. The numbers worth checking every week:

• Revenue per LLC and combined, this month and year to date.
• Pace against a goal: are you on track for the year, and what does each month need?
• Recurring income: retainers, rent and subscriptions you can count on.
• Top clients and who has gone quiet, per company.
• Profit per LLC, so a busy company that loses money doesn’t hide behind a profitable one.

5.Pick how you will build it

There are three common ways, from most work to least:

• A spreadsheet. Export transactions from each bank every month, or use Tiller to fill a sheet automatically. Cheap and flexible, but you maintain it.
• Reporting on top of your books. Tools like Fathom combine QuickBooks or Xero companies into group reports. Great for advisors, but only as current as your bookkeeping.
• A revenue dashboard on your bank accounts. Yegly connects each LLC’s accounts (read-only, through Plaid), keeps each company separate, counts transfers between them once, and tracks the total against a Year-End Goal. Pro covers up to three businesses; Portfolio has no limit.

We compared the options in more detail in 7 best apps to track revenue across multiple businesses.

6.A weekly routine to track revenue across multiple LLCs

A dashboard only helps if you look at it. Pick one time each week, ten minutes is enough:

1. Check the combined number against your pace. Ahead, behind, or on track for the year?
2. Find the LLC that moved it. A big week at the agency can hide a slow month at the rentals.
3. Look at recurring income. Retainers and rent you can count on next month set your floor.
4. Scan clients who have gone quiet. One follow-up email often brings a regular back.
5. Write down one action: an invoice to send, a bill to cancel, a client to call.

An example with three LLCs

Say you own a design agency, a short-term rental and an online course business, each in its own LLC with its own checking account. Your goal for the year is $300,000 across all three.

Example numbers, end of October.

With two months left, you need $53,000 more, or $26,500 a month. Recurring income covers $10,200 of that, so the real question is where the other $16,300 a month comes from. That is a decision you can only make when you see all three companies together.

Mistakes that break a multi-LLC dashboard

• Paying personal bills from an LLC account. It muddies both the dashboard and the books. Pay yourself first, then spend from your personal account.
• Letting a client pay the wrong company. Put the right company name and bank details on every invoice.
• Treating owner deposits or loans as revenue. Mark them so they don’t inflate the total.
• Checking only at tax time. By then it is too late to change the year.

Signs you need one view of all your LLCs

Not every owner needs a dashboard on day one. These are the signs it is time:

• You can’t say what you made last month without logging into three banks.
• One company carries the others and you only find out when cash runs short.
• You set a goal in January and don’t know in October whether you will hit it.
• Your accountant’s numbers arrive weeks after the month ends, too late to change anything.
• You are thinking about a new LLC and want to know whether the current ones can fund it.

If two or more of these sound familiar, the setup above pays for itself quickly. Start with the bank accounts you already have; a dashboard can be running in an afternoon, and the weekly habit takes a few weeks to stick.

One practical tip: give each LLC a short, clear name in your dashboard, the same name you use with your accountant. “Agency”, “Rentals” and “Courses” beat legal names when you are scanning numbers on your phone. And keep your personal accounts in their own space, separate from every LLC, so your household spending never shows up as a business cost.

What to share with your accountant

Your accountant still keeps each LLC’s books. What helps them most is clean bank activity per company and a clear record of transfers between your LLCs. Agree on a few simple rules: which LLC pays shared costs like software or a phone plan, how the others pay it back, and how you mark those payments. Rules like these keep the dashboard and the books telling the same story, and they make tax season much shorter. If your dashboard offers a read-only seat, give them one, so they can see the same numbers you do without asking for exports. Then, when it is time to pay yourself, read how to pay yourself from multiple LLCs.

Yegly is open now, and the special deal runs through December 31, 2026.

— The Yegly team