Tracking your money

• Understanding your finance dashboard

  What the finance dashboard shows: estimated animal value, profit, income and expenses by category, the time period filter, and how money connects to your animals.Few readers

• 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

• 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

• 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

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