Bookkeeping

A monthly routine for your rental books

A repeatable checklist for importing statements, reviewing entries and sharing reports.

Getting started

Moving rental records out of spreadsheets

Prepare your property list, opening balances and transaction files before your first import.

Accounts

Use the lender's statement to keep principal, interest and escrow records separate.

Reports

Move from portfolio totals to the entries behind a rental's income and cash flow.

Records

Keep documents close to the transaction and property they explain.

Imports

Keep a net deposit connected to the gross activity that explains it.

Reports

Review your entries, export a consistent period and make open questions visible.

Records

Review lease dates, units and entered rent without confusing them with collected revenue.