Where your income, costs and profit live, and what each figure counts.
Open Finance from the left menu to see every property added together — what your portfolio earns, what it costs, what it is worth — and every transaction behind those figures.
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.
- Tax estimate sits further down. See Your tax estimate.
The period, and the buttons
The pills — This month, Year to date, 12 months, All time — set the window.
Three buttons sit beside them:
- Rent status shows who has paid.
- Import / export brings transactions in or takes your figures out. See Importing and exporting your figures.
- Tools holds Add transaction (income or expense), Statement of accounts, the entry for your accounting package, and Connect bank.
The accounting entry reads Connect Xero or FreeAgent until you connect one. After that it shows the package name and when it last synced, or how many transactions are waiting for you to review. Click it to open Settings → Integrations.
Statement of accounts gives you a PDF of what came in and went out for a month or a custom period. If you manage a property for its owner, it is also how you make their statement. See Managing a property for its owner.
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.
- A cost on the list but not in the totals? A disbursement paid to an owner shows greyed and is never counted.
