Reading the Finance page
Where your income, costs and profit live, and what each figure counts.
Open Finance from the left menu. It adds every property together — what your portfolio earns, what it costs, what it is worth — and every transaction behind those figures. The picture above shows it.
Reading it
- Net cashflow is income minus expenses for the period, with Cashflow / Operating / After tax views beneath it and the by-month chart beside it.
- Portfolio value and gross yield sit top right — value totals what you have entered, yield is the year's rent against it. A building counts once, in place of its flats.
- Where the money went breaks your costs down, and every payment is listed below, so no headline figure is one you cannot trace.
The period, and the tools
The pills — This month, Year to date, 12 months, All time — set the window.
Along the top sit Rent status (who has paid), Import / export, and Connect Xero.
Everything on a property's own Finance tab rolls up here as you record it; there is no overnight job.
If a figure looks off
- Portfolio value low? It only counts properties you have given a value. Add values on each property's Finance tab.
- A cost in the wrong place? Open the transaction and recategorise it — the category, not the amount, is what changes your tax figure.