How do I add revenue and expenses?

  1. Click Finances in the main menu.
  2. Above your transaction history, click Add a new item.
  3. Choose revenue or expense, and enter the amount.
  4. Choose the property or unit it belongs to. Every transaction has to belong to one.
  5. Add a category, a description and a receipt if you have them.
  6. Choose when it happened: once on a date, or several times on a schedule (weekly, every two weeks, monthly, twice a month or yearly). The schedule option is handy for backfilling past payments.
  7. Save.