Select an Entity
Holstein Property
Turtle Creek
06 β Bond tracker
The Boundary
67 β Retirement bond
Nimbati Residence
78 β Investec bond
Finance
CSV imports & transactions
Property
Income
Rental & other income
Expenses
Levies, rates, insurance
Bond
Loan tracker & schedule
Income
π΅ Income Summary
Income Records
Income imported from Landlordy CSV or added manually.
| Date | Amount | Category | From | Notes | Action |
|---|---|---|---|---|---|
| No income records yet | |||||
Expenses
π§Ύ Expense Summary
Expense Records
Expenses imported from Landlordy CSV or added manually.
| Date | Amount | Category | Paid To | Notes | Action |
|---|---|---|---|---|---|
| No expense records yet | |||||
Turtle Creek β Bond Tracker
π Current Position
π Complete Payment History
Pre-loaded from Excel Feb 2024 β Apr 2026. π’ Payment π΄ No payment π‘ Current π Rate change
| Month | Payment | Balance | Rate | Notes |
|---|
β Additional Payments
Payments added via this system going forward.
| Date | Amount | Source | Notes | Action |
|---|---|---|---|---|
| No additional payments recorded | ||||
π Rate History
Add new rate changes as the bank notifies you.
+ Add New Rate Change
Rate Summary
| Date | Rate | Note | Action |
|---|
ποΈ Forward Amortisation Schedule
| # | Month | Opening | Payment | Interest | Principal | Closing |
|---|
βοΈ Loan Configuration
Adjust parameters. Changes recalculate everything instantly.
The Boundary β Bond Tracker
π Current Position
π Complete History
Pre-loaded from Excel Feb 2024 β Apr 2026. Balance is growing β this is intentional. π Accruing π’ Payment made π‘ Current
| Month | Payment | Balance | Rate | Notes |
|---|
β Additional Payments Recorded
| Date | Amount | Source | Notes | Action |
|---|---|---|---|---|
| No additional payments recorded | ||||
π Rate History
Add new rate changes as they occur.
+ Add New Rate Change
Rate Summary
| Date | Rate | Note | Action |
|---|
ποΈ Forward Accrual Projection
Projected balance growth at current rate β no payments assumed.
| # | Month | Opening | Accrual | Closing |
|---|
βοΈ Bond Configuration
Adjust parameters.
Nimbati Residence β Bond Tracker
π Current Position
π Complete Payment History
Pre-loaded from Excel Jun 2024 β Apr 2026. π’ Payment π΄ No payment π‘ Current π Rate change
| Month | Payment | Balance | Rate | Notes |
|---|
β Additional Payments
| Date | Amount | Source | Notes | Action |
|---|---|---|---|---|
| No additional payments recorded | ||||
π Rate History
Add new rate changes as the bank notifies you.
+ Add New Rate Change
Rate Summary
| Date | Rate | Note | Action |
|---|
ποΈ Forward Amortisation Schedule
| # | Month | Opening | Payment | Interest | Principal | Closing |
|---|
βοΈ Loan Configuration
Adjust parameters.
Finance Module
Investec
Import CSV
Landlordy
Import CSV
Pending Transactions β Assign to Property
| Date | Description | Amount | Source | Assign To |
|---|
Aion Trust
Trust Management
Coming soon