Select Entity
📊
Analysis
Break-even & projections
📉
Property Loans
Outstanding balances
📥
Imports
Landlordy & bank CSVs
⚙️
Manage Properties
Add, edit or remove
Trust
Property
💵
Income
—
💸
Expenses
—
🏦
Loan
—
📈 Monthly Cash Flow
🏦 Loan Balance
Income
Summary
Income Records
From Landlordy imports or added manually.
| Date | Amount | Category | From | Del |
|---|---|---|---|---|
| No records yet | ||||
Expenses
Summary
Expense Records
From Landlordy imports or added manually.
| Date | Amount | Category | Paid To | Del |
|---|---|---|---|---|
| No records yet | ||||
Bond Tracker
Edit Property
Add Property
Manage Properties
Imports
🏠
Landlordy
Upload & manage CSVs
🏦
Bank Statement
Generic CSV import
Import History
Pending Transactions
Unmatched imports waiting to be assigned to a property.
Wipe all imported transaction data across all properties and start fresh.
Import Landlordy
🏠 Landlordy CSV Import
Export your "All Transactions" CSV from Landlordy. The app matches transactions to your properties using the names and aliases you have set up.
Import Bank Statement
🏦 Generic CSV Import
Upload a CSV with columns: date, description, amount (with header row). Transactions go to Pending for manual assignment.
Property Loans
📉 Outstanding Balances
All properties — historical & projected
Summary
Analysis
⚙️ Surplus Cash Flow Investment Options
Cash flow per property uses each property's own income & expense growth rates set on the property tile.
📈 Cash Flow & Bond Projection
Predicted Cash Flow
Predicted Cash Flow Including Scenarios
Property Loans
📸 Scenario Snapshots
| Date | Cash Flow/mo | Credit / Debit | Outstanding Bonds | Outstanding Bonds with Scenarios | Retirement Pmt/mo | Reload | Del |
|---|
📋 Year-by-Year Cash Flow
| Year | Monthly CF | Status |
|---|---|---|
| Run projection to see results | ||
Account
App Settings