Income & Expenses

The Income & Expenses section allows users to keep track of their Income and Expenses for Horse and Non-Horse related items through EquisoftLive. This assists the user in determining the profit or loss of the Farm/Company over a period of time.

The Income and Expense transactions can be recorded in multiple currencies to provide a breakdown, however no currency conversions are carried out.

Income/Expense Review

The Income / Expenses Review screen provides an overview of all Income and Expense items recorded in EquisoftLive. The initial view displays the last 3 months of transactions The review screen provides filtering based on Date, Transaction Type, Transaction Category, Horse (if horse-related). Additional advanced filtering allows the review grid to be filtered by currency and/or Horse Farm Location.

The Review Grid displays all Income and Expense transactions for the selected filters in reverse chronological order. Expense transactions are displayed with a Red background while Income transactions are displayed with a Green background.

The Totals section at the bottom of the review screen will update each time the grid is updated (either with new Transactions or by filtering). A separate total section is displayed for each Currency displayed in the Transaction Grid, showing the Currency, Total Income, Total Expense, Profit or Loss and the % Profit/Loss for each Currency.