{"product_id":"startup-funding-dashboard","title":"Startup Funding Dashboard","description":"\u003ch2\u003e\u003cspan\u003eStartup Funding \u0026amp; Cost Dashboard\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cspan\u003eKnow where your startup money came from, where it went, and whether your funding covers your startup costs.\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eStarting a business involves more than tracking expenses. Owners may contribute cash or property, borrow money, purchase equipment, pay organizational costs, and incur a variety of pre-opening expenses.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eThe \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003eStartup Funding \u0026amp; Cost Dashboard\u003c\/span\u003e\u003c\/strong\u003e\u003cspan\u003e brings those pieces together in one organized Excel workbook so business owners can track startup funding, costs, assets, owner contributions, and debt from one centralized system.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eStartup Financial Dashboard\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eThe Summary dashboard automatically brings information from the supporting registers together to show:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e✓ Total Uses of Funds\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Total Funding\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Funding Surplus \/ Gap\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Outstanding Debt\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eIt also provides an operating snapshot of important startup financial information.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eSee Exactly Where Startup Funds Were Used\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eThe dashboard automatically summarizes your \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003eUses of Funds\u003c\/span\u003e\u003c\/strong\u003e\u003cspan\u003e across:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cspan\u003eStartup Costs\u003c\/span\u003e\u003c\/strong\u003e\u003cbr\u003e\u003cstrong\u003e\u003cspan\u003eOrganizational Costs\u003c\/span\u003e\u003c\/strong\u003e\u003cbr\u003e\u003cstrong\u003e\u003cspan\u003eAssets Purchased\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eSee the total amount invested in getting the business established and operational.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eTrack Your Sources of Funding\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eThe workbook separately tracks the actual sources used to finance the startup, including:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cspan\u003eOwner Contributions\u003c\/span\u003e\u003c\/strong\u003e\u003cbr\u003e\u003cstrong\u003e\u003cspan\u003eLoan Proceeds\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eThe dashboard automatically calculates total funding and compares it with total uses.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eIdentify a Funding Surplus or Gap\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eOne of the most useful calculations is the automatic:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cspan\u003eFunding Surplus \/ (Gap)\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eThis compares total funding against total startup uses so you can quickly see whether recorded funding is sufficient to cover the startup investment.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eStartup Cost Tracker\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eRecord one-time pre-opening and launch expenses, including:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e• Date\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Category\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Description\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Vendor\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Amount\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Payment method\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Paid status\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Notes\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eBuilt-in categories include:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e• Market Research\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Branding \u0026amp; Marketing\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Technology\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Facilities\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Professional Services\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Insurance\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Inventory\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Other\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eThe dashboard also shows the amount of \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003ePaid Startup Costs\u003c\/span\u003e\u003c\/strong\u003e\u003cspan\u003e.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eCapital Asset Register\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eKeep equipment and other capital purchases separate from ordinary startup expenses.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eTrack:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e• Purchase date\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Asset category\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Description\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Vendor\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Cost\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Useful life\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Salvage value\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Accumulated depreciation\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Net book value\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Financing\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Notes\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eThe workbook automatically calculates \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003eAccumulated Depreciation\u003c\/span\u003e\u003c\/strong\u003e\u003cspan\u003e and \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003eNet Book Value\u003c\/span\u003e\u003c\/strong\u003e\u003cspan\u003e based on the information entered.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eOwner Contribution Register\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eDocument capital contributed by business owners.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eTrack:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e✓ Cash contributions\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Non-cash contributions\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Fair value of contributed property\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Total contribution\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Owner\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Date\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Reference information\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eThis provides a much clearer record than simply treating every startup deposit as income.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eLoan Tracker\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eDocument startup financing and monitor outstanding debt.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eEnter:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e• Lender\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Loan date\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Original principal\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Annual interest rate\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Loan term\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Payments made\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Principal paid\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eThe workbook automatically calculates:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e✓ Monthly Payment\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Outstanding Balance\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Maturity Date\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eThe dashboard then summarizes \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003eOutstanding Loan Balance\u003c\/span\u003e\u003c\/strong\u003e\u003cspan\u003e and \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003eMonthly Debt Service\u003c\/span\u003e\u003c\/strong\u003e\u003cspan\u003e.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eOrganizational Cost Tracker\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eKeep business-formation and organizational expenditures separate from general startup costs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eBuilt-in categories include:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e• Legal Formation\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Registration Fees\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Accounting Setup\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Licenses \u0026amp; Permits\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Organizational Meetings\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Other Organizational Costs\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eThe worksheet also provides fields for tax\/accounting treatment and amortization months so these costs can be reviewed with the appropriate tax professional.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eGreat For:\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eNew business owners • Startups • LLCs • Small businesses • Entrepreneurs • Bookkeepers • Accountants • Business consultants • Owners preparing startup records for QuickBooks or their tax professional\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eWhat's Included\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cspan\u003e7 integrated Excel worksheets:\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e✓ Startup Funding \u0026amp; Cost Dashboard\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Startup Cost Register\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Capital Asset Register\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Owner Contribution Register\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Loan Tracker\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Organizational Cost Register\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Customizable Lists\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eDigital Product\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eThis is a downloadable \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003eMicrosoft Excel workbook\u003c\/span\u003e\u003c\/strong\u003e\u003cspan\u003e with built-in formulas and automatic calculations. No physical product will be shipped.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cspan\u003eTrack the funding. Document the investment. Organize startup costs. Understand where the money went.\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cspan\u003eImportant:\u003c\/span\u003e\u003c\/strong\u003e\u003cspan\u003e This workbook is a startup accounting and organizational tool. Depreciation, amortization, capitalization, owner contributions, loans, startup costs, and organizational costs may receive different accounting and tax treatment depending on the business and circumstances. The workbook does not constitute accounting, tax, legal, investment, or financial advice.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"My Store","offers":[{"title":"Default Title","offer_id":50536165638230,"sku":null,"price":9.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0767\/4114\/8758\/files\/StartupFundingandcostdashboard.png?v=1790448162","url":"https:\/\/hrtransformationllc.myshopify.com\/products\/startup-funding-dashboard","provider":"HR Transformation, LLC","version":"1.0","type":"link"}