Catalyst Onboarded Companies Playbook
  • Introduction
  • Contents
  • Part 1: Terms and conditions of your funding
    • Where your funding comes from
    • How much you got funded and how it gets distributed
    • Phase 1: Onboarding, Proof of Life and Test Transaction
      • Proof of Life (PoL)
    • Phase 2: Project Delivery and Regular Reporting
    • Phase 3: Close-out Report and Video
    • Expected return (or why you got funding)
  • Part 2: Using the funding
    • Before you start
    • Open a wallet
      • What you need to know about wallets
      • Keeping your seed phrases safe
      • Multi-signature (multisig) wallets
      • Hardware Wallets
      • Risk list: Why not to store your ADA on an exchange
      • Video links about wallets
      • The case for lace.io
    • Converting from ADA to your currency
    • Converting from ADA to a stablecoin
      • Djed stable coin
      • Converting your ADA to stablecoin on a Cardano DEX
      • List of DEXs
  • Part 3: Accounting and Reporting
    • First steps to tracking funds
    • Keeping track of your funds
    • Accounting for funds recieved
    • Tools to help with taxes
    • Plan ahead to mitigate loss due to volatility
    • Reporting
  • Part 4: Community Support
    • Technical support
    • Telegram groups
    • Challenge Teams
    • Coordinator meetings
    • Project Catalyst Team – how they can help
    • Project Catalyst Team contacts
    • Get help from the Treasury Guild
  • Part 5: Cardano Business Technologies
    • Overview
    • Understanding Cardano Blockchain Technology
    • Programming on Cardano
  • About Cardano Smarthubs
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  1. Part 3: Accounting and Reporting

Keeping track of your funds

Keeping proper records for you and the Project Catalyst community.

PreviousFirst steps to tracking fundsNextAccounting for funds recieved

Last updated 2 years ago

It is essential to track the funds received for your project to ensure its success.

One way to do this is to record each transaction in a spreadsheet.

It's also useful to create spreadsheets to help you manage the distribution of funds for specific actions or events.

The following links can provide helpful guidance on how to distribute and monitor the status of your project's funds.

*Make a copy of each of these spreadsheets and save to your organisations google drive (or download as an .xls spreadsheet) to track your project(s).

  • Monthly Income spreadsheet (especially helpful if you have more than one proposal

  • Proposal specific spreadsheet

  • Proposal specific spreadsheet (ADA only)

  • Distribution for event spreadsheet

Here is a Miro board that explains these spreadsheets in more detail

https://clik.vc/monthlyincome
https://clik.vc/proposalspecific
https://clik.vc/proposalspecificadaonly
https://clik.vc/distributiononly
https://miro.com/app/board/uXjVP5B9gl0=/