Rental property reports
From one number to the records behind it.
Review property income, cash flow, balance sheets and tax preparation reports with consistent dates, comparison periods and exports.
Included with an active portfolio subscription.
- Portfolio, property and unit scope
- Period comparisons and calculated explanations
- CSV, Excel and PDF financial exports
Start with the question
Choose the report that answers your question. Net income organizes revenue and expenses; cash flow explains cash movements; the balance sheet shows balances at a point in time. Use the same dates and scope when you compare results.
Review the change
Compare a supported report with a previous period, the same period last year or custom dates. Dollar and percentage changes help identify where to look. A zero comparison value needs context rather than an invented growth percentage.
Follow the evidence
Open the transactions behind a total and check account, property, date and supporting documents. Explain this report provides calculated highlights. The assistant can add requested model commentary where configured, with the source figures still available for review.
Share a consistent report set
Export the same period and scope for your accountant. Schedule E and Form 8825 are preparation reports from recorded entries, not tax advice or filed returns. Resolve incomplete imports and reconciliation questions before relying on the totals.
Put the workflow into practice