Entering an investment

Equity investments are cash payments made in exchange for partial ownership of a company. They can come from friends and family, crowdfunding, or venture capital, among other sources.

There is no debt involved and no legal obligation to pay anything back. These investments will appear in the equity section of the balance sheet as paid-in capital.

Note: If you have a convertible debt arrangement with an investor, that's entered differently. See Entering convertible debt.

Adding an investment:

  1. In the Forecast section, click Financing:
    Forecast section financing highlighted.png
  2. Click Add Investment:
  3. Enter a name for the investment:

  4. Choose whether this will be a one-time investment, a constant repeating amount, or varying amounts over time.

    • If you choose One-time amount, indicate how much the investment will be and when you'll receive it:
    • If you choose Constant amount, indicate how much you'll receive per month/year and when the investment will start:investment
    • If you choose Varying amount, indicate how much you will receive and in which months/years:
  5. Click Create & Exit. The investment will appear in the Financing table under Amount received:

Where does this entry appear in my financials?

An Investment will not appear in the Profit and Loss statement. In the Balance Sheet, it appears as Paid-In Capital and the value carries forward from the date you receive the investment:


In the Cash Flow, the investment appears as Investments Received, with a positive cash value in any month where you received money:


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