The Transactions view in your Finance tab is a ledger for your rental business. You can log any income or expense, upload receipts, categorize everything with tax-ready labels, and split costs across multiple properties. All transactions live in one place, separate from your personal finances.
Getting there
In the left sidebar, click Finance, then select Transactions.
Adding a transaction
Click Add transaction in the top right. Fill in the following:
- Receipt — upload a PDF, JPG, JPEG, or PNG (1 file, 10MB max)
- Transaction name — a short description, like "Rent received" or "Plumbing repair"
- Transaction type — Income or Expense
- Amount
- Category — choose from a list of tax-ready options (see below)
- Payment method — how the transaction was paid or received
- Received from / Paid to — the person or business involved
- Transaction date
- Property — assign it to a specific address
- Notes — any additional context
Click Add when done.
Expense categories
When logging an expense, you'll choose from these categories:
- Advertising
- Auto and travel
- Cleaning and maintenance
- Commission
- Insurance
- Legal and professional fee
- Management fee
- Mortgage (Principal and Interest)
- Other interest
- Repairs
- Supplies
- Tax
- Utility
- Other
Using the right category from the start saves time at year-end. These categories map to common Schedule E expense lines for rental property. When your accountant or tax software asks what you spent on repairs vs. utilities vs. insurance, your transactions are already sorted.
Managing transactions
Click any transaction to open its details, or use the three-dot menu on the right to take action. You have three options:
- Edit — update any field on the transaction
- Split — divide one transaction across multiple categories or properties (useful for shared expenses like a utility bill that covers two units)
- Archive — move the transaction out of your active view without deleting it
Splitting a transaction
If a single expense covers more than one property or category, use Split to divide it. Set the category, property, and amount for each split. Click Add a split to add more than two. Click Split when done.
Active and archived transactions
The Active tab shows your current transactions. The Archive tab holds anything you've archived. Use archive to keep your active view clean without permanently removing records.
For a visual summary of your income and expenses over time, see the Performance section under Finance. Performance requires a Landlord PRO subscription.