How to Use

  1. Enter the site access password (given to you by the site owner).
  2. Sign in, or create an account.
  3. Add each rental property under Properties — address, purchase price/date, current valuation, and county valuation link.
  4. Organize properties with tags/folders by location, property manager, or unit type.
  5. Once income/expense tracking is enabled, enter one month of recurring income and expenses per property to auto-project an annual forecast.
  6. Add non-recurring expenses as they happen (monthly or annual basis) for an accurate cash flow picture.
  7. Use Analytics to see cash flow, ROI, and year-over-year % change by property and expense category.
  8. Export any annual forecast as CSV or PDF.
  9. Invite others from the Sharing page — you control exactly what they see (specific properties or specific sections).

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