How do I read my Financials overview?

ForProperty owners

Who can do this

Owners.

Side nav → Financials → Overview.

Read the three cards: Income, Expenses (management fees including tax, plus expenses billed to you) and Net income.
Use the period picker to choose dates. The cards and the list follow it. Clear it for all time.
The list below shows each transaction by date: property, "<activity> • <section>" (for example "Rent • Income", "Management fee • Fees", "Disbursement • Paid to you") and a signed amount.
Use Type to show Income, Fees, Expenses or Paid to you, and Property (if you own more than one) to narrow the list. Clear filters resets them.
Change the page size at the bottom (10, 25 or 50).

A split bill shows "your share 50%". With no activity you see "Every dollar, accounted for".

Payouts aren't counted in Net income; they show as "Paid to you" rows and on the statement. Owners can't export the ledger. Use statement PDFs.

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