Tracking your money

• An animal's finances and ROI

  Each animal's Finance tab: its cost basis, income earned, expenses, profit so far, plus breeding profitability and genetic-line return.Few readers

• Understanding your finance dashboard

  What the finance dashboard shows: your Estimated value with cost basis and unrealized gain or loss, profit, income and expenses by category, the time period filter, and the per-animal Value and Profit views.Few readers

• Recording money in and out

  Log income and expenses with the simple Add money form: the money in/out toggle, amount, date, every category option, notes, and how to connect an entry to an animal.Few readers

• Animal cost basis and starting values

  Record what you paid for an animal (or its value when it entered your program), choose how it was acquired and its intended use, and import a whole herd in bulk.Few readers

• Reviewing and updating your animal values

  Use the inventory valuation page to compare book value, Crestimate, and your manual value per animal, run estimates in bulk with a live progress bar, filter by drift, and edit values inline. Management view only.Few readers

• Send and get paid on a private invoice

  Create a private sale invoice for one or more animals, a group, or genetic material, send it to your buyer, and get paid by bank transfer, card, or Creatures wallet. Covers sequential invoice numbers, the free buyer-account claim, and confirming pickup or delivery.Few readers

Books and reports

• Setting up your books

  Understand your book and its operation type (Schedule F, Schedule C, or mixed), the cutover date, every opening-balance field, and running more than one book.Few readers

• The accountant view and reports

  Turn your entries into a profit-and-loss statement, tax-line summaries, and year-end exports, and give your accountant Reviewer or Bookkeeper access.Few readers

• The management balance sheet

  See your animals rolled up by intended use with book value, management value, the delta, and a count per category. A management planning view, not a tax or GAAP statement.Few readers