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Allocations

On this page you are able to track how payments for the property are shared/divided among each member. You have the ... Read More

Budget

On the Budget tab, you may enter your property's estimated expenses for the coming year. Some categories will be more predictable ... Read More

Categories

To edit/select your categories, go to the Finances tab and hover your cursor over "Settings" in the top right corner. From ... Read More

Currency

To select the currency relevant to your property, open the Finances tab and hover your cursor over "Settings" in the top ... Read More

Expenses – Actual vs Budget

This report is relevant if you have set a budget for your property. It provides a breakdown of your budgeted amounts, ... Read More

Expenses – By Member

On this page, you are able to view a breakdown of expenses owed and paid by each member. Shared Allocation %: ... Read More

Expenses – Monthly

Here is where you can view breakdown your monthly expenses for a given year. You can click the dark blue button ... Read More

Expenses – Yearly

The reports tabs display breakdowns of all your property's expenses. You are not able to edit information in the reports section, ... Read More

Member Access

To select custom member access for your Finances Tab, hover your cursor over "Settings" in the top right corner. Then from ... Read More

Member Payments

This is where you record payments made by each Member, for the amount that they owe in a given calendar year. ... Read More

Recording Rental Income

On the 'Rental Income' tab, you can track the amount your property generates from rentals. When a renter stays at your ... Read More

Rental Income

In this section, you will be able to view a report of your property's rental income. You are not able to ... Read More

Single Entry

In this section, you can enter and view a break down your property expenses by each individual entry. You enter single ... Read More

Table Entry

On this page, you can view your property expense entries for a given year in a table, and see how much ... Read More

Upload CSV files

Our system is able to upload expenses only if they are in a table format, organized by month and category. The ... Read More