Add your properties
Create a home for each rental and its units, with a ready-to-use rental chart of accounts.
Explore properties| What matters | RentariIQ | Spreadsheets |
|---|---|---|
| Record income and expenses | Book to rental categories | Enter rows and maintain categories |
| Property and unit context | Built into entries and reports | Maintain tabs, columns or filters |
| Statement imports | Supported bank files and spreadsheet template | Prepare your own import and matching workflow |
| Recurring decisions | Reusable booking rules | Build formulas or repeat manual entries |
| Mortgage payments | Principal, interest and escrow templates | Maintain the split yourself |
| Financial reporting | Built-in income, cash flow and balance sheet reports | Build and check reporting formulas |
| Receipts and records | Documents stored with the books | Maintain a separate document system |
| Accountant access | Read-only portfolio membership | Share a file or folder and manage permissions |
Compare the tools against your own workflow. Features and plan availability can change.
From setup to your first report
Your books, up and running.
Bring in your accounts
Add bank, credit card and loan accounts. Upload statements to gather your transactions.
Explore accountsKeep the books moving
Review the import feed, save rules for repeating entries and split mortgage payments.
Explore bookkeepingSee the results
Run income, cash flow and tax preparation reports for the portfolio or an individual property.
Explore reportsFrom the portfolio to the detail
Keep the rental
context with the numbers.
Each property has its own view of income, expenses, loans and records. Built-in reports let you compare performance or export a set for your accountant.
- Property and unit assignments
- Loan payment templates and records
- CSV and PDF financial reports
