Record income and expenses

To log money in or out, go to Finance and press New financial entry. Pick whether it is income or an expense, enter the amount, and save.

Steps#

1. Finance → New financial entry. This opens the entry form.
2. Type. Choose Income or Expense.
3. Category. Pick a category, like feed, vet, or sale.
4. Amount and Date. Enter how much and when.
5. Description (optional). Add a short note if it helps.
6. Animals this entry covers. Pick the animals it is for, or choose Farm-wide expense (no specific animals) for shared costs like fencing.
7. Cost split (when you pick several animals). Choose Split evenly so the amount divides equally, or enter a Per-animal amount for each one. The running Total must match the entry amount before you can save.
8. Receipt (optional). Attach a receipt or document.
9. Save. Press Save entry.

📷 Screenshot: the New financial entry form, with the Cost split control showing a running total.

Good to know. Deleted an entry by mistake? You get a 30-second Undo right after, so a slip is easy to fix.

Plan. Money entries are visible to the Owner and Co-Owner only. Farmhands and Viewers cannot see Finance at all. See Who can see money on your farm.

Related#

• Who can see money on your farm
• The reports explained