How to Use the Equity Position Calculator
Navigate to:
Reports > Equity Position CalculatorComplete All Fields:
Every field must be filled in—no skipping allowed.
If a field doesn’t apply to you, enter 0.
Results will automatically calculate and display on the right-hand side of the report.
Save Your Work:
Once you’ve completed the form, click Save.
You can also save a copy in your Document Storage (optional).
Note: The save function is currently unavailable.
Important Notes:
No Negative Numbers: You can’t enter negative values.
If you have an overdraft, enter 0 in the Cash column and record the overdraft amount in the Overdraft column.
Use Accurate Figures: Refer to your End of Financial Year Accounts for the most accurate numbers.
