Learn how to read your owner statements item by item and understand exactly what's going on with your property's finances.
Before you can access your owner statements you will first have to log into your Owner Portal.
Once logged in you will be presented with the Financials screen, where you can view the income and expenses related to any one of your properties. In the Financials tab, simply select the period of time that you would like to review and whether the information is presented on a cash or accrual basis.
To see the details for a specific property, click on the + beside the property to expand the tab and display the Profit and Loss report. The Profit and Loss report breaks down the income and expenses for the property for the period of time you have selected.
To further expand any item listed under the Income or Expenses sections simply click the + next to the item. This will present you with a full breakdown of the income or expenses for that specific item.
For further details on what an expense is, you can click on the dollar value to see a breakdown of all of the transactions for that item along with a short description.
If you are ever unsure about any of the transactions, or would like more details, you can always reach out directly to our team by making a Request in your Owner Portal.
If you still have questions? Take a look at our blog post for step by step directions!
