Explore accounting charts and their reports
Read monthly chart details, switch metrics and check the scope and basis of the supporting report.
On this page
Before you start
- Sign in to the landlord or team account with access to the intended accounting portfolio. Follow any access message shown.
- Have the period and property you want to compare ready. Dashboard figures are recorded ledger, including unpaid entries; they do not by themselves confirm collected rent or a bank balance.
Step 1: Choose the period and property
Choose Open Accounting charts below, or Dashboard in the Accounting menu. On a phone, open Menu first. In Accounting dashboard, select Date range and Property. Preset periods refresh the page; for Custom dates, review From date and To date, then choose Apply dates.
Step 2: Read a metric and its monthly chart
Choose Revenue, Net operating income or Cashflow. The selected tab changes the chart and View report destination; left and right arrow keys also switch tabs. Hover over a nonzero bar or focus it with the keyboard to read its month and amount. Escape closes the chart tooltip. On a narrow screen, scroll the chart horizontally to reach other months; the focused chart region also responds to arrow keys.
Step 3: Open the matching report
Choose View report. Revenue opens Profit and loss (P&L), Net operating income opens Net operating income (NOI), and Cashflow opens Operating cash flow. Confirm the report heading, period, property and Source or basis. Use the available Download control only after reviewing that scope.
Step 4: Inspect the expense breakdown
In Expenses, choose All expenses or Tax-deductible under Displaying. Read More information for the scope. When Category is available, choose a category to narrow the displayed breakdown, or All categories to restore it. Open View category breakdown to read the listed categories and amounts.
Step 5: Recover from an empty or unexpected chart
If No transactions in this period appears, check Date range and Property. View all activity opens All time for All properties, so review both filters after using it. Check No expenses in this period against the period and expense scope. Review unbooked imports through To book or an unbooked transactions notice when shown, and inspect saved transactions before adding anything again.
Keep charts, reports and property estimates separate
A chart bar shows a monthly summary. It does not open an individual transaction. View report is the route to the supporting report; the report and recorded transactions provide the detail for investigating a difference.
Portfolio value and loan estimates are separate from the monthly activity chart. Review accounting insights explains their context. If a report fails or a discrepancy remains unexplained, contact support with the screen, period and error message, without sending bank passwords or full account details.
Check the result
- The chart shows the intended metric, date range and property, with monthly values available for nonzero bars.
- View report reaches the matching report, and its source or basis is checked before comparing figures.
- The expense category and empty-period states are understood without creating duplicate records.
FAQs
Can I click any chart point to open a transaction?
No. Nonzero bars expose a month-and-amount tooltip on hover or keyboard focus. They are summaries, not links to individual transactions. Choose View report for the selected metric and inspect its supporting records.
How do I save the numbers behind the chart?
Choose View report, review the period, property and Source or basis, then use the available Download option. The report may use a different basis from the dashboard. This guide does not promise a separate chart-image export.