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Reports Page

Explore the Reports page and generate professional PDF reports for your portfolio. View performance from multiple angles with General P&L, Expenses & Income Breakdown, Estimated Tax, Trial Balance, and Transactions by Category.

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Written by Sara Fandel

Learn everything you can do in the reports page:

  1. Click on the Manage tab and select Reports under the Cash Flow section.
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  2. Here, you’ll find reports designed to help you manage your portfolio and better understand your cash flow.


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  3. General P&L – Provides an overview of cash flow across all properties, including income, expenses, and operating profit.​

  4. Expenses Breakdown – Shows a detailed breakdown of expenses by category.
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  5. Income Breakdown – Displays income received from each property within a selected date range.
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  6. Estimated Tax Report – Summarizes your total profit after tax and separates results for private and company properties.
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  7. Trial Balance – Displays all account balances to help you review and reconcile your financial records.
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  8. Transactions by Category – Lists all transactions within a selected period, organized by category.
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