Click here to access the Share Capital section within the Budgeto app
Share capital refers to the portion of a company's equity that has been obtained by selling stock to a shareholder for cash. Equity is the value of an ownership in a business. Share capital can come in the form of Convertible notes, SAFE Notes, and KISS notes.
Press on the ADD button at the top of the screen to add Share Capital.
1- INVESTOR: This is the full name of each investor, group of investors or investment fund.
2- TYPE OF SHARE: This is the type of share for each investment. This is for information purposes only and it has no impact on your budget.
3- AMOUNT: This is the total amount invested by the investor.
4- FREQUENCY: This is the frequency of occurrence of each equity (per month, per year, unique).
5- MONTH (STARTING IN/ENDING IN): This is the month of the first and last payment.
6- HYPOTHESIS: This space is intended to write useful information about the SHARE CAPITAL. This information will be available to all of whom you share your budget with. Note that when you export your budget, this information will not be available in the PDF and the Excel.
7- SAVE: To save the entry.
8- PLANNING: Manage the equity schedule manually.
DIVIDENDS
Dividends is the distribution of profits by a business to its shareholders.
Enter dividend payments planned for each of your investors. A dividend payment must be entered as positive in Budgeto. You may read as well the following article from our Knowledge Base:
- How to return money to investors
1- Click on the button "Dividends" in the top right
2- On this screen, you can see your dividend payments.
3- Click on the BLUE ARROW next to the name of the investor to manually change the dividend payment schedule.
IMPORTANT Don't forget to press on SAVE once you are done.
PRO-TIP Click on the arrow to the right of the word "SAVE" and select "Save & copy". This will allow you to save your current entry, and then bring you to a new entry page, where all the previous information is already entered.
This will allow you to make small modifications to the NEW current entry, without having to refill every box again.
Need help? These resources are for you!
1- There is a search bar at the top right of the screen, use it often!
PRO-TIP
Use words that you see on the section you are dealing with in order to search for related articles in our Knowledge Base.
2- If you haven't found an answer to your question, create a support ticket and our team will find an answer for you:
Click here to create a new ticket for help
3- If you have any other questions about Budgeto, write us an email at: [email protected]
Happy Budgeting and know that we are here for you if you need help!
The Budgeto Team
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