Financial Activity Overview | Web Access (Owner)

1. On the side menu, click Financials.
   

The Financials page displays financial information for the selected property. By default, the data displayed is for the current month.

Date Range

1. Click the Custom Date Range button.
2. Select the required Start Date and End Date.

Monthly Activity

The Monthly Activity graph shows total money in and out for the property, per month.

• Hover your cursor over each bar to view the in and out totals.

Expenses Breakdown

The Expenses Breakdown is a pie chart that visualises your overall expenses, separating them by the purpose of the expense.

• Hover your cursor over each pie chart segment for the total money value and percentage.

Transaction List

The Transaction List shows combined information for all transactions based on the type and month. For example, all management fee payments are combined under "Management fee".

The list displays the following information:

• The month and year of the combined transactions
• A description of the transactions
• The combined tax included in the transactions (if applicable)
  • Example: All management fees paid in May 2025 have a combined tax of $36.00.
     
• The total money out of the transactions (if applicable)
  • Example: The total rent received in May 2025 is $1,800.
     
• The total money in of the transactions (if applicable)
  • Example: The total amount paid in management fees in May 2025 is $396 (including tax).

Below this list, you will find the overall combined totals of:

• Tax paid (this amount is included in the total debit amount)
• Debits (money out)
• Credits (money in)

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