Owner Equity: Deposits and Withdrawals

2 min read

Published July 2, 2026

What Owner Equity Tracks

Owner Equity is for money that flows between the business owner personally and the shop, outside normal trading activity, capital the owner puts in to fund the business, or money the owner draws out for personal use. Fixmo shows a running Owner Equity total: total deposits minus total withdrawals.

Recording a Deposit or Withdrawal

Add an entry from the Owner Equity tab.

  1. Go to Finance → Advanced → Owner Equity.
  2. Click 'Add Entry'.
  3. Choose the type: 'Owner put money in' (deposit) or 'Owner took money out' (withdrawal).
  4. Enter the amount and date.
  5. Optionally select which payment account this affects.
  6. Optionally add a description.
  7. Click Save.

Owner-Funded Assets

When adding a Capital Asset, toggling 'Owner paid for this personally' automatically creates a matching owner deposit for the purchase price, you don't need to record it separately. See Capital Assets for details.

Frequently asked questions

Owner Equity tracks money flow between the owner personally and the business, outside of normal sales and expenses, for example, the owner injecting startup capital, or drawing money out for personal use.

Only Admins.

No. Owner transactions are excluded from revenue, expenses, and net income on the Finance dashboard, they only affect the linked payment account's balance (if one is chosen) and the Owner Equity total.

No, it's optional. If you link one, that account's balance changes accordingly and the entry appears in that account's drill-down history. If you leave it unlinked, it's recorded purely for your equity records.