The quick read
Key points
- Save dates, basis and property scope.
- Trace the input totals to records.
- Label estimates and unusual periods.
Name the question
Decide whether you are reviewing recorded income, operating results, cash movements or a broader investment estimate. These questions use different inputs. Write down the report, period and property selection so another person can reproduce the result.
Check the source totals
Inspect the entries behind unusually high or low values. Confirm that all relevant statements are imported and that transfers and owner funding are not being mistaken for operating activity. A percentage calculation cannot repair an incomplete numerator.
Label estimates and exclusions
If a calculation uses a market valuation, expected rent or planned work, identify its source and date separately from recorded book figures. Do not present a forecast alongside actual results without a visible label. Keep the calculation method with the exported report.
Compare like with like
Use the same basis, date range and cost definitions across properties. Note acquisitions, disposals or periods of vacancy that make a comparison uneven. IQ reporting helps inspect recorded performance; it is not an investment recommendation or independent property valuation.
Before you finish
- Save dates, basis and property scope.
- Trace the input totals to records.
- Label estimates and unusual periods.
Keep your next step simple.
Use the product guide for the app workflow, or contact support with your question. Bookkeeping reports are not tax advice; review filing decisions with a qualified professional.