Rental property reports.
From rent roll
to operating profit.

Review units by property, with tenants, monthly rent, net effective rent where concessions apply, occupancy and lease periods. A rent roll is a snapshot of the final month selected, rather than income added over the whole date range.

Compare amounts due with recorded payments for the selected period. See paid and partial balances by tenant and property, with a collection-rate summary for the leases in view.

Review open charges as of the selected date. Aging groups unpaid balances into 0–30, 31–60, 61–90 and over-90-day bands, with the oldest due date and last payment. Expand a tenant row to inspect the charges behind the balance.

A tenant who paid late is different from a tenant who still owes rent. Payment Record separates those outcomes, shows late fees and average days late, and lets you expand the months behind each tenant’s pattern. The lease’s grace period provides the context.

The NOI report includes property-level income and expense comparisons and a P&L summary from recorded rental bills and receipts. Choose Cash or Accrual. A separately labelled estimated summary uses property assumptions and repair history, so you can distinguish that view from recorded costs.

Review the costs recorded under Rental Expenses. Group by property, expense category, tax form line, vendor or month. Switch between when-paid and when-billed views, then expand a group for the individual lines. Bills, receipts and their payment records stay connected to the property.

Review leases ending in the selected period, grouped by month, with rent and the recorded renewal or ending decision. Month-to-month leases are listed separately as they stand today. Open a lease from the report to follow up in the original record.

Choose a tax year and review rents received and costs by property and tax form line. The preparation summary can also draw on loan interest assigned to a property and depreciation schedules when the required sources, setup and access are present.

The Vendors (1099) view groups annual vendor records by payer, separates payment methods and unrecorded payment information, and flags tax-ID status. Bring those details to your accountant when deciding what requires further work.

Rental management belongs to the broader Family Admin Hub program. Cash-flow planning and financial statements have their own workspaces, source records and access requirements.