Accounting Overview

The Accounting page is where all your money lives. Across the top, four tiles always show the headline numbers: Collected, Outstanding, Overdue, and Expenses. Below them are three tabs.

Ledger tab (your day-to-day)

This is the default view: one paged list of every payment, expense, and bank line together. You can:

• Search descriptions, properties, tenants, and vendors.
• Filter by type, status, category, property, and date range.
• Add a new payment or expense.
• Mark a payment paid, open a record to edit it, or delete it.
• See a receipt thumbnail on expense rows, and a Cleared badge once a record is matched to your bank (see Banking and reconciliation).

Reports tab

A snapshot of your books: net cash flow (income minus expenses), a recent ledger, per-property profit and loss, Schedule E category totals, and a 1099 review list. From here you can jump to the full Tax, Owner, and Banking pages, or export a Schedule E CSV.

Overview tab

A plain-English money snapshot — a short title and a few bullet sentences summarizing how the portfolio is doing, written for a non-accountant.

Your money, in one glance

The Dashboard shows a friendly version of the same snapshot — Collected, Spent, and Kept for the current period, each with a sentence explaining it, plus a past-due heads-up. It's the fastest way to answer "how am I doing this month?"