As a landlord or property manager, you’re going to have expenses throughout the year that you will be using at tax time. The expense tracker has been created so you have a convenient location to store all of this information, then provide a summary to send to your accountant or bookkeeper.
The expense tracker can be found under the Tools menu on the left navigation.
Some expenses relate to a specific unit in a property, others to the property as a whole, and some just to your business as a whole (e.g. an accounting bill). When creating an expense, you can choose to tie the expense to any property or unit that you have (or none at all). You can enter in the cost information, date, description, location, and any other notes that you may have.
Once you have created expense records, you can use the filters to search for all receipts by a specific property, unit, or within a date range.
Clicking on the Export Data button will take all expenses that conform to your filters and export them to a CSV file. These are typically opened with Excel.
Receipt Images
You may notice that there is camera icon on the Expense Record dialog. Click this to upload an image of the receipt. This allows you to use our platform to store images of all your receipts. This button will open the camera app on your phone if used from a mobile device.