How To Manage Your Farm's Money, End To End
A complete walkthrough of the financial side of the dashboard — Sales, Income, Purchases, Expenses, Accounts, Invoices, and the Profit & Loss report that brings it all together.
Record A Sale — Animal Or Product
Head to Sales to record money coming in from what your farm actually sells. Choose an Animal sale by tag number — it automatically marks that animal as sold — or a Product sale, where picking a Species cascades to the Product Types it can actually produce, with stock tracked per species so you never oversell what you don't have. Pick a saved contact as the buyer or add a new one on the spot, optionally saving them for next time, and a professional invoice is generated for you the moment the sale is saved.
Track Income That Isn't A Sale
Not everything coming in is a sale — Income is where grants, rental payments, insurance payouts, and other one-off money get recorded on their own terms, kept separate from your product sales so the two never get mixed together in your reporting. A built-in calculator totals Today, This Week, This Month, or All Time with a single tab click, and a Next Payment Date field appears automatically whenever a balance is still outstanding.
Log Purchases And Watch Your Stock
Everything you buy for the farm goes through Purchases, split across three tabs — Purchase History, Available Stock, and Stock History. Link a purchase to an existing Feed, Medicine, or Equipment item to top up its stock automatically, or add a brand-new item on the spot; standalone purchases like an animal or a one-off expense don't need to touch stock at all. A dedicated Medicine Expiry Alert counts down the exact days left on anything expiring within a month — amber from 30 days out, red inside the final 10.
Categorize Every Expense, Including Recurring Rent
Log day-to-day costs in Expenses under categories like Labor, Utilities, Rent, Vet, Transport, and Taxes, with partial payments tracked automatically. Mark a rent expense as recurring and the next month's row generates itself once the due day passes, with an alert banner flagging anything still unpaid. Expenses that came from paying a salary are pulled in automatically and shown read-only here, since those are managed properly from the Salaries page.
One Ledger Per Person — Accounts
Accounts pulls every sale, income entry, purchase, expense, and salary tied to one contact into a single running balance, so you never have to add it all up by hand across five different pages. Click any account to see its full transaction history and a combined payment timeline in one place, with Paid and Pending both computed from real amounts received rather than guesswork. Paying down a balance is always a Pay Now amount added toward what's remaining — never a total you re-type from scratch — and it's rejected automatically if it would overpay.
Every Sale Gets A Professional Invoice
Every sale generates its own numbered Invoice the moment it's created — a clean, ready-to-share document built straight from your farm and sale details, viewable any time from the sale itself. There's no separate PDF file to manage: a single Print / Save as PDF button uses your browser's own print dialog to hand you a PDF whenever you actually need one.
See Your Profit & Loss At A Glance
Profit & Loss is where every page above comes together — Revenue from Sales and Income against Costs from Purchases and Expenses, over whatever date range you choose. Quick presets cover This Month, Last Month, This Year, or All Time, and a visual trend chart shows the shape of your finances by Day, Week, Month, or Year. Revenue by Source and Cost Breakdown bars show exactly where money is coming from and going, Top Suppliers and Buyers surface who you deal with most, and an Estimated Tax card runs off a rate you set yourself.
Ready to see where your farm's money stands?
Open Profit & Loss and get a complete, accurate picture of revenue, costs, and everything owed.