Understanding your finance dashboard

Open Finance to see the Money page. It shows the income and costs recorded in one set of records, with links to the entries behind them.

Start with the right records

Check the name under Money before adding an entry. If you have more than one set, choose it under Records, then select View records. Your own records and a farm's records stay separate.

No Finance records yet? Open Finance and select Add money to start them. Choose the Owner of these records, enter the Currency for these records, tick Confirm this is the currency for these records, then select Create records and continue. Creating records does not save a money entry.

Until activity is recorded, the page says Start with a money entry. It does not treat missing records as zero income or zero costs.

Read the totals

Once there is recorded activity, choose This month, This year or All time. For another range, open Choose dates, enter From and Through, then select Apply dates.

• Income is recorded income for these records and dates.
• Recorded costs includes costs recorded for the period, including inventory used or sold.
• After recorded costs is income minus those costs. It is not your bank balance or a promise of total profit.

Read the notes under a number. They explain which records support it and where facts are missing. Select a total to open its report.

Look behind the numbers

Enterprise results splits recorded income and costs into the business activities you assigned them to. Not assigned holds the rest. These rows add up to the records' totals. Animal and family comparisons can overlap, so do not add them to enterprise totals.

Feed and supply use appears when use or returns have been recorded. It explains how supplies were used. Do not add its amounts to Recorded costs again. A purchase already recorded as a cost stays separate from its later use.

Animals has Current and History views. Each row shows Recorded costs and After recorded costs. Current animals also show a Current estimate, when one is available, with its source. That estimate is for planning and sits outside income and costs.

Recent recorded activity lists saved entries and recorded source activity. Select an entry to see its details. Check here before adding the same payment again.

Choose your next action

• Add money records income or a cost. See Recording money in and out.
• Record sale starts the flow for an animal sold outside Creatures. It leads to the animal's sale details.
• Accountant tools opens statements, reports, starting balances and sharing. Its Setup and other tools menu includes animal values and private invoices.
• Cash and obligations shows the recorded cash and amounts owed.

If something looks wrong, first check the record name and dates. Then open the entry behind the amount. A current estimate, a payment and a starting value answer different questions.

Related information

• Recording money in and out
• Setting up your books
• Reviewing and updating your animal values
• An animal's finances and ROI

Updated on: 28/10/2026