Lesson 1 of 2
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How To Create a Shareholder

In this lesson, you will learn how to create a shareholder under share management in Parsimony.com. Parsimony.com is an online accounting software that allows businesses to manage their finances efficiently, including managing share capital and shareholder information.

To create a shareholder, you need to log in to your Parsimony.com account and go to the “Share Management” section. Here are the steps to follow:

  1. Click on “Share Management” in the left-hand menu.
  2. Click on “Shareholders” from the top menu.
  3. Click on the “Add Shareholder” button.
  4. Enter the required information for the shareholder, including their name, address, email, and phone number.
  5. Set the number of shares the shareholder holds.
  6. Choose the share class that applies to the shareholder.
  7. Click on the “Save” button to create the shareholder.

Once you have created a shareholder, you can edit or delete their information as needed. Additionally, you can use the shareholder information to issue and manage shares and dividends, track share transfers and sales, and generate share-related reports. Overall, Parsimony.com makes it easy for businesses to manage their share capital and shareholder information, providing a streamlined process for share management.