Recording money in and out

To record an expense or income, open Finance, select Add money, then Enter details. Review the details and select Save to put the entry in your records.

Save an everyday entry

1. Check the record name under Money. If needed, choose Records and select View records before selecting Add money.
2. Select Enter details.
3. Set Direction to Money out for a cost or Money in for income. Enter the Date, Amount and Description, such as "Round bales."
4. Choose the original Currency and tick I confirm this currency. A different currency needs a confirmed value in your records' currency too.
5. Add a Note if it helps explain the entry. A Vendor or customer suggestion does not by itself confirm a person or business.
6. Open Category and more details. Pick a Category and fill in the questions that apply to it.
7. Select Save. Look for Saved. This entry is in your records.

No Finance records yet? Open Finance and select Add money to start them. Choose the owner, confirm the records' currency, then select Create records and continue. This creates the records, but does not save an entry.

Choose the category and payment details

The short category list changes with Money in or Money out. It includes choices such as Feed, Vet and medicine, Breeding and stud fees and Animal sale. Select All categories to search for another one.

• Financial treatment says what happened. For a paid feed bill, choose Paid purchase. For income you received, choose Received income.
• Category detail adds needed facts, such as Consumed supplies for feed, or whether an animal sold was raised or bought for resale.
• Money account says where the money came from or went.
• For a cost, confirm This cost belongs in these records. Answer any other confirmation the category asks for.

If a fact is missing, Creatures may keep the entry for later and tell you what to confirm. Fill it in and select Save again. You can also choose Save for later yourself, then use Resume in the saved list to finish it.

Connect money to an animal

For members with Finance records:

1. Open the animal's profile and select Finance.
2. Select Add money, then Enter details.
3. Under Category and more details, check Animals this belongs to. It should show One animal, with that animal selected.

No Finance records yet? Open Finance and select Add money to start them.

Record a sale outside Creatures

Select Record sale on Money, choose the animal, and follow its sale details. This flow records the sale and updates the animal's state. A plain Animal sale entry in Add money records income only. It does not mark the animal sold. Use the right flow once, so the income is not counted twice.

If something looks wrong

Check Recent recorded activity before adding an entry again. A saved capture may offer Undo this entry; give a reason and confirm the undo. For an entry that needs another correction, open its details and use Add note or Add flag for your bookkeeper.

Related information

• Understanding your finance dashboard
• An animal's finances and ROI
• The accountant view and reports

Updated on: 28/10/2026