Your stake: what you put in, took out, and the company is worth
The owner's view: money you put in, money you took out, what the company is worth today, and whether you're up or down overall, year by year.
Reading it
Where in the app: Accounting → Reports → Your stake
- Put in: owner contributions.
- Took out: drawings and dividends, everything that went from the company to you.
- Worth: what it owns (cash, stock at cost, money on its way, everything else) less what it owes.
- You're up or down by worth less net put in: every year's profit added up.
A table by financial year shows put in, took out, net and profit, and a check that worth equals net put in plus profit. Click any year's Put in or Took out to see the entries behind it.
Read next
Profit and loss, balance sheet, trial balance
The standard reports for any period of your financial year, ready to print or hand to your accountant, plus the general ledger and every transaction.
Read the guideTake stock out by hand, move it, or put it back
For units no marketplace accounts for: samples, gifts, the owner's own use, breakages. Take them out to a category, or move them to the right product.
Read the guide