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Getting Started

12

Set up your account and add your first property in minutes.

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Adding Properties

8

Add rental properties, units, and property details to your portfolio.

Tracking Transactions

15

Log income and expenses, categorize entries, and attach receipts.

Lease Management

10

Manage tenant leases, set renewal alerts, and track rent payments.

Reports & Taxes

9

Generate Schedule E-ready reports, export data, and understand your returns.

Account & Billing

7

Manage your subscription, billing details, and account settings.

Popular articles

How to add your first property

Getting Started · 2 min read

Understanding your cash flow dashboard

Tracking Transactions · 4 min read

Setting up lease expiry alerts

Lease Management · 3 min read

Generating your annual Schedule E report

Reports & Taxes · 5 min read

How cash-on-cash return is calculated

Getting Started · 3 min read

Upgrading or downgrading your plan

Account & Billing · 2 min read

Attaching receipts to transactions

Tracking Transactions · 2 min read

Inviting a co-owner or accountant

Account & Billing · 3 min read

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