Review accounting insights
Choose the period and property, inspect the chart and expense breakdown, then check the basis of the supporting report.
On this page
Insights uses the available accounting records. An imported item, unpaid charge, recorded payment and estimated property value are different records; a dashboard total does not confirm a bank balance or collected rent.
Step 1: Choose the period and property
Choose Open Accounting insights below, or Dashboard in the Accounting menu. On a phone, open Menu first. In Accounting dashboard, choose Date range and Property. Preset periods refresh the view. For Custom dates, review the start and end dates and choose Apply dates. Check the selected controls after the page updates.
Step 2: Select the metric and read its context
Choose Revenue, Net operating income or Cashflow to switch the monthly chart. Read the selected period and use More information beside it for the exact dates. When a monthly average and latest-month comparison are shown, read their stated span before comparing them with the period total. You can use the arrow keys between metric tabs.
Step 3: Review the expense scope and categories
In Expenses, use Displaying to choose All expenses or Tax-deductible. Open View category breakdown when it is available to inspect the included categories. Read More information beside the expense filter before comparing the breakdown with another total.
Step 4: Open the supporting report
With the intended metric selected, choose View report. Revenue opens Profit and loss (P&L), Net operating income opens Net operating income (NOI), and Cashflow opens Operating cash flow. Check the report heading, dates, property and basis after it opens. Use Reports to browse the library and Find a report for another report.
Step 5: Investigate an empty or unexpected result
If No transactions in this period appears, check Date range and Property. View all activity opens All time for All properties, so check that broader scope before comparing totals. No expenses in this period can also reflect the selected period or expense scope. Use To book or an unbooked transactions notice, when shown, to review imports; use the saved transaction lists to inspect booked records.
What the dashboard measures
Revenue totals the income records included in the selected period and property. The chart shows their monthly distribution, while a displayed monthly average summarizes the stated span. Do not read a period total as a monthly average or a collected-payment total.
Net operating income subtracts operating costs from the included income. Loan payments, capital purchases and recorded depreciation are treated separately by the dashboard calculation. Use the supporting report and underlying categories when a value needs explanation.
The dashboard Cashflow measure subtracts recorded loan payments from its operating-income figure. Because the dashboard includes unpaid ledger entries, use the supporting report's explicit payment basis when reviewing money received or paid. Asset purchases and other report options can also change the comparison.
Review portfolio value and loans separately
Dashboard can also show Finish setting up, property values and loan information. Add property values opens Update property values; review Estimated market value and the After saving preview before using Save values. Cancel closes the form without saving. The related Accounting navigation guide explains this path.
Estimated equity uses property values minus recorded loan balances. Saving a property estimate does not change loans or create transactions. Open Accounts > Loans to review debt records separately, and confirm the save result and updated display before treating any change as complete.
A missing or old estimate can make portfolio value incomplete. It is not a valuation forecast, live bank balance or confirmation of a payment.
When two totals do not agree
Compare the same period, property, record dates and categories. Check whether you are reading a period total, monthly figure or average. Inspect the expense Displaying choice as well as the report's Source or basis.
The linked Operating cash flow report uses payments made and excludes unpaid charges; the dashboard identifies its figures as recorded ledger, including unpaid entries. A difference can therefore reflect the basis rather than a missing transaction.
Review missing imports, duplicate records and incorrectly assigned properties before changing anything. If access fails, a report shows an error or the difference remains unexplained, contact support with the screen, date range and exact message. Do not send bank passwords or full account details.
Check the result
- The dashboard shows the intended period, property, metric and expense scope.
- View report opens the corresponding report; you can identify its basis before comparing totals.
- Empty or unexpected results are checked against filters and underlying records, without treating them as a valuation forecast or proof of collected payment.
FAQs
Why does another property or date range change the result?
Insights uses the records in the selected scope. Compare the same metric, dates, property and expense filter. View all activity broadens the view to All time and All properties, so it can change more than the date range.
Why is expected income missing, or different from payments received?
Check import and booking status, record dates and property assignment. Dashboard figures include unpaid ledger entries, so they are not interchangeable with received payments. Open the supporting report and read its basis; P&L also offers a Source choice. Do not create a duplicate transaction just to make two totals match.