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Articles on:Finance & Accounting
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Categories

  • Your Animals & Records
  • Your Profile & Organization
  • Getting Started
  • Agreements & Signatures
  • Breeding & Genetics
  • Services: Transport, Boarding & Booking
  • Payments, Wallet & Earnings
  • Finance & Accounting
  • Stewardship
  • Tools & Calculators
  • Trust, Verification & Reviews
  • Your Website & Community
  • Registries & Associations
  • Selling Tools: Buyers & Outreach
  • Shows & Competitions
  • Buying
  • Selling
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 readers
  • Understanding your finance dashboard
    Read the Money page, check recorded income and costs, choose dates, and find the entries and tools behind the totals.Few readers
  • Recording money in and out
    Record income or a cost with the right date, currency and category, and connect the entry to an animal.Few readers
  • Animal 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 readers
  • Send 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 readers
  • Reviewing 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 readers
  • Money 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 readers
  • The accountant view and reports
    Share one set of records with a reviewer or bookkeeper, open reports and transactions, and use Year review together.Few readers
  • The management balance sheet
    Compare animal book values with planning estimates by intended use, and understand partial totals without changing your books.Few readers
  • Add 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 readers
  • Match 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 readers
  • Prepare 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 readers
  • Import 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

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