John Anderson
john.anderson@email.com
Phone
+1 (555) 123-4567
Date Joined
March 15, 2024
Status
✅ ActiveNotes
High-value investor, prefers luxury vehicles
Total Injected Funds
£85,500
Bank Balance
£12,750
Utilized Funds
£72,750
Cars Invested In
4
Total Profit Earned
£8,950
Reconciliation Status
✅ Up to Date| Reg No | Model | Status | Purchase Date | Purchase Price | Additional Cost | Total Cost | Sale Price | Profit | Actions |
|---|---|---|---|---|---|---|---|---|---|
| BMW123 | BMW X5 | For Sale | 2024-01-15 | £25,000 | £28,500 | £2,500 | £30,500 | - | |
| MERC456 | Mercedes C-Class | Sold but unsettled | 2024-02-20 | £22,000 | £1,000 | £23,000 | £25,000 | £2,000 |
| Date | Type | Amount | Description |
|---|---|---|---|
| 2024-01-15 | Deposit | £25,000 | Initial investment for BMW X5 |
| 2024-03-10 | Profit | £1,750 | Profit share from BMW X5 sale |
| Car Reg No | Sale Price | Expenses | Net Profit | Investor Share | Status | Actions |
|---|---|---|---|---|---|---|
| BMW123 | £28,500 | £1,000 | £3,500 | £1,750 | Paid |
Bank Balance Reconciliation
Platform Balance
£12,750
Xero Balance
£12,750
✅ Reconciled