Bring a spreadsheet of transactions in, or export your numbers for an accountant.
On the Finance page, the Import / export button brings a statement of transactions in, or takes your figures out for an accountant.
The menu above has two choices. If you have connected Xero or FreeAgent and bring transactions in, a third, From Xero or From FreeAgent, shows what is waiting. See Connecting Xero and FreeAgent.
Import transactions takes a PDF, CSV or Excel file — a bank statement, a letting agent's statement — and reads the rows for you.
You check where each one belongs, and nothing is saved until you press import. A statement can cover more than one property.
It is the fast way to bring in a year of history rather than typing each line.
On a single property's Finance tab the same job is Import / export → Upload transactions.
Export… opens Export finances. Choose the properties, the sections and the period, then download an Excel workbook or a CSV. It is the same data behind your tax estimate, so there is no reconciling two versions. On a property's tab the item is Export data.
Importing and exporting is for your own books. If you manage a property for its owner, Tools → Statement of accounts makes a PDF for them: what came in, what you paid out, and what you passed on. For your own properties the same window gives money in, money out and the net.
It sits in the Tools menu, beside Add transaction, and not under Import / export. See Managing a property for its owner.
