Transactions
A transaction is any money that moved for a property: rent that arrived, or a bill you paid. The sign tells them apart. A positive amount is money in, a negative amount is money out.
Add a transaction
- 1
Open the property’s Transactions tab and click Add Transaction.
- 2
Say what the money was for, then the currency and the amount: positive for rent or anything else received, negative for a bill you paid.
- 3
Set the date the money moved, and add tags such as rent or maintenance.
- 4
Under Document, upload the receipt or invoice, or pick one already among the property’s documents.
- 5
Click Save Changes.
The list of transactions
Money in shows in green and money out in red, with its tags, and a document button when a receipt is attached. Search by reason, or filter by date, amount, tags and whether money in has been fully allocated. Click a transaction to see where its money went, edit it or delete it.
Transaction report
On the Properties page, open the ··· menu of a property and choose Transaction report. Pick a year, a month or your own dates and click Generate: you get a PDF with income, spending and net, grouped by tags. Useful for your tax return or your accountant.