Adding income and expenses

Keeping track of your finances is crucial to properly managing your properties in the modern industry.

Your rent will automatically be added to your finances as a "Pending" transaction until you press "confirm", it will then move to your income list.

To manually record any income or expenses

1. Navigate to the finances tab from the menu at the bottom of the screen.

2. Press the + button in the bottom right corner. This will bring up the the Manage payments popup.

3. Select if you want to record an income or expense.

4. Choose which property this record relates to and fill in the remaining details such as amount, description, date etc.

5. Is this record reoccouring? For example mortgage payments or seperate income from the tenants for utility usage.

   1. If so, switch on reoccouring and then fill in when and how often the records should be generated (you will need to confirm these each time like you would with the rent).

6. (Expense only) You have the option to upload and attach a document to this expense record.

7. Click "Add income/expense". It will then be added to your records.

TIP: You can generate a financal report by scrolling to the bottom of the finances page and selecting the start and end date for the report and click generate.