Tracking your money
An animal's finances and ROI
Read an animal’s recorded money and current estimate, then find breeding comparisons in Accountant tools without mixing the totals.Some readersUnderstanding your finance dashboard
Read the Money page, check recorded income and costs, choose dates, and find the entries and tools behind the totals.Few readersRecording money in and out
Record income or a cost with the right date, currency and category, and connect the entry to an animal.Few readersAnimal cost basis and starting values
Record how an animal joined your program and what you paid, so Creatures can work out your profit when you sell it.Few readersSend and get paid on a private invoice
Create a private sale invoice, review fees and payment choices, send the buyer a link, and check when payment clears.Few readersReviewing and updating your animal values
Review book values and current estimates, update planning values, and check missing starting values in the right record set.Few readersMoney categories and entries saved for later
Find the right category, put your favorites first, fill in Category and more details when asked, and finish any entry Creatures saved for later.Few readers
Books and reports
Setting up your books
Start Finance records, confirm their owner and currency, add starting balances, and keep a farm’s records separate from your own.Few readersThe accountant view and reports
Share one set of records with a reviewer or bookkeeper, open reports and transactions, and use Year review together.Few readersThe management balance sheet
Compare animal book values with planning estimates by intended use, and understand partial totals without changing your books.Few readersAdd a receipt from your phone or computer
Upload or photograph a receipt, let Creatures draft the vendor, date and total, check it, and record the expense in your books.Few readersMatch a statement and close a month
Check your records against a bank statement, mark the lines as matched, then close the month so older entries stay put.Few readersPrepare your year-end package for your accountant
Clear the year-end checks, set up depreciation with your accountant, and download the files your tax preparer needs.Few readersImport a bank statement and review the rows
Bring in a CSV statement from your bank, then record, match or exclude each row in Bank review so your records agree.Few readers