How do I add recurring revenue and expenses?

Recurring items are amounts that come in or go out on a schedule, like the mortgage, insurance, property taxes or condo fees. Set them up once and Rentingwell logs each one on its date.

When you add a property: near the bottom of the new-property form there are two sections, one for mortgages and recurring expenses and one for recurring revenue. Add as many as you need, each with a name (like "TD mortgage" or "Property insurance"), an amount and a schedule.

For an existing property:

  1. Click Properties in the main menu and choose the property.
  2. Click Recurring in the property menu.
  3. Add, change or remove items.
  4. Save your changes.

Recurring items are logged from now on only. To add past payments, see how to backfill your financial history.