Equity
Overview
The Equity module tracks movements in shareholders’ equity across the forecast period. It provides a detailed breakdown of how equity evolves due to key drivers such as:
- Net income
- Dividends paid
- Share issuances
- Share repurchases
The resulting equity balance appears on the Balance Sheet under Equity, while the detailed movements are captured in the Equity Schedule.
Model Flow
[NTD: Add visual chart flow here]
Flows into the Equity Schedule typically include: - Net Income - Dividends - Share Issuance - Share Repurchase - Other Equity Adjustments (e.g., OCI, stock-based comp)
Adding a module
To add the Equity module in a model, select one of the following nodes in the Blueprint window:
- Schedule → Equity
- Balance Sheet → Equity
Editable Properties
Name
Default: Equity
The display name will flow through the Equity Schedule and the Balance Sheet.
See Display Name for more details.
Additional Materials
See Equity 101 page for more details.