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📊 Property Manager Feature

Rental Property Accounting Software

Track income, expenses, and financial reports all in one place. Monthly calendar view shows at-a-glance performance with detailed expense categorization and trend analysis.

12 Months
Calendar View
25+
Expense Categories
Real-Time
Trend Charts
Spot wearing glasses with calculator and financial ledger

Everything You Need to Track Rental Finances

Monitor income, expenses, and profitability across all your properties with tools built for landlords.

📅

Monthly Calendar View

See all 12 months at once with expandable cards showing income, expenses, and net profit. Compare month-over-month performance instantly.

🏷️

25+ Expense Categories

Pre-built categories for Maintenance, Utilities, Insurance, Property Taxes, Legal Fees, and more. Add custom categories as needed.

📊

Financial Summary Cards

Dashboard shows Total Income, Total Expenses, Net Profit, and Transaction Count at a glance with year-over-year trend comparisons.

🔍

Advanced Filtering

Filter transactions by property, category, date range, and type. Sort by date or amount to find exactly what you need.

📈

Trend Visualization

Income vs Expenses bar chart shows monthly trends. Spot seasonal patterns and identify months that need attention.

💾

Export & Reports

Export transactions to CSV or PDF for your CPA, tax preparation, or accounting software like QuickBooks or Xero.

Income & Expenses Dashboard

Your complete financial picture in one view — income, expenses, trends, and transaction details.

Income & Expenses

56 Longridge Road · Orinda, CA 94563

📈 TOTAL INCOME (2026)
$14,400
↑ 8% from last year
📉 TOTAL EXPENSES (2026)
$4,856
↓ 3% from last year
💰 NET PROFIT (2026)
$9,544
↑ 15% from last year
🧾 TRANSACTIONS (2026)
24
12 income · 12 expenses

Monthly Overview

Year:
January ▼
Current
💵 Income
$4,800.00
💸 Expenses
$2,406.00
📊 Net
$2,394.00
8 transactions
Expense Breakdown by Category
Capital Expenditure
$1,000.00
Down Payment
$600.00
Interest
$320.00
Legal Fees
$456.00
Food/Meals
$30.00
Total Expenses
$2,406.00
February ▶
💵 Income: $4,800.00
💸 Expenses: $1,225.00
📊 Net: $3,575.00
6 transactions
March ▶
💵 Income: $4,800.00
💸 Expenses: $1,225.00
📊 Net: $3,575.00
5 transactions
April ▶
💵 Income: $0.00
💸 Expenses: $0.00
📊 Net: $0.00
0 transactions

Income vs Expenses Trend

View Detailed Report →
Oct
Nov
Dec
Jan
Feb
Mar
Income
Expenses

Recent Transactions

💵
Rent Payment — Unit A
56 Longridge Road, Orinda
Income Feb 1, 2026
+$2,400.00
💵
Rent Payment — Unit B
56 Longridge Road, Orinda
Income Feb 1, 2026
+$2,400.00
🔧
Plumbing Repair — Kitchen Faucet
56 Longridge Road, Orinda
Maintenance Jan 28, 2026
-$456.00
📋
Property Insurance — Annual Premium
56 Longridge Road, Orinda
Insurance Jan 15, 2026
-$1,200.00
Showing 4 of 24 transactions

Everything Under the Hood

A closer look at each bookkeeping capability.

📅 Monthly Calendar Overview

All 12 months visible at once in an expandable calendar view. Each month card displays totals for income, expenses, net profit, and transaction count. Click any month to see detailed category breakdowns.

  • All 12 months visible at once
  • Income, expenses, net per month
  • Transaction count per month
  • Click to expand month details
  • Expense breakdown by category
  • Full transaction list when expanded
  • Color-coded financial indicators
  • Year selector for historical data
  • Month-over-month comparisons
  • Seasonal trend identification

🏷️ Expense Category Management

Track expenses across 25+ pre-built categories including Maintenance, Utilities, Insurance, Property Taxes, Legal Fees, and more. Each transaction is tagged for easy filtering and reporting.

  • 25+ pre-built expense categories
  • Maintenance and repairs tracking
  • Utilities and insurance categories
  • Property taxes and fees
  • Legal and professional services
  • Capital expenditure tracking
  • Add custom categories
  • Category badges on transactions
  • Filter by expense category
  • Category breakdown reports

📊 Financial Summary Dashboard

Four summary cards show Total Income, Total Expenses, Net Profit/Loss, and Transaction count. Each includes year-over-year percentage change trends for quick financial health assessment.

  • Total Income summary card
  • Total Expenses summary card
  • Net Profit/Loss calculation
  • Transaction count tracking
  • Year-over-year trends
  • Percentage change indicators
  • Color-coded performance
  • Real-time updates
  • Property-specific summaries
  • Portfolio-level aggregation

Rental property accounting, from rent to tax time

General accounting software has no idea what a unit, a lease or a security deposit is. This does.

A Schedule E report, ready at tax time

Expense categories map to the lines on IRS Schedule E — advertising, cleaning and maintenance, insurance, legal and professional fees, management fees, mortgage interest, repairs, supplies, taxes, utilities and more. Categorise expenses as you record them, and at year end the Schedule E report shows the totals per property or across your portfolio, ready to download as a PDF for you or your accountant.

Bank statement reconciliation

Upload your bank statement as a CSV, OFX or QFX file and the reconciliation screen matches its transactions against what is already recorded, by amount and date. You confirm the matches and deal with anything left over. No bank login is shared with us.

Security deposits at move-out

When a tenant moves out, settle the deposit in one place: record itemised deductions, see what is owed back, and keep a record of the settlement against the lease.

Owner statements for property managers

If you manage property for owners, monthly and year-end owner statements show each owner their income, expenses and net for the period, so you are not assembling them by hand.

Reports your accountant can use

Alongside the income and expenses dashboard, reports include a rent roll, Schedule E and owner statements, and transactions export to CSV or PDF for your CPA or for importing into QuickBooks or Xero.

Frequently Asked Questions

The Income & Expenses dashboard shows all 12 months in a calendar grid. Each month displays summary totals for income, expenses, net profit, and transaction count. Click any month to expand it and see detailed expense breakdown by category plus the full list of transactions.
MyRentalSpot includes 25+ pre-built expense categories covering Maintenance/Repairs, Utilities, Property Taxes, Insurance, Legal Fees, Advertising, Capital Expenditure, Cleaning, Depreciation, Interest, and more. You can also create custom categories for your specific needs.
Use the filter bar to narrow by Property, Expense Category, Sort By (date or amount), and Type (income, expenses, or all). Filters update the transaction list and calendar view in real-time. Export filtered results to CSV or PDF.
When you expand a month, the “Expense Breakdown by Category” section shows exactly how much was spent in each category. For example: Maintenance $660, Utilities $210, Insurance $150. This helps identify where money goes and opportunities to reduce costs.
The bar graph compares income (green) and expenses (red) across recent months. This visual helps identify seasonal patterns — like expense spikes in certain months from maintenance. Use it to plan ahead and budget for upcoming expenses.
Yes — use the Export button to download as CSV (for Excel/Google Sheets) or PDF (for printing). Exports include all filtered transactions with dates, categories, descriptions, amounts, and property info. Perfect for tax prep, sending to your CPA, or importing into QuickBooks or Xero.
There is no live bank feed. Instead you upload your bank statement as a CSV, OFX or QFX file, and the reconciliation screen matches it against your recorded transactions by amount and date.
Yes. Expense categories map to Schedule E lines, and the report totals them per property or across your portfolio, downloadable as a PDF.
For the return itself, usually yes. What changes is what you hand them: a categorised income and expense record and a Schedule E report instead of a folder of bank statements.
Yes. Income and expense tracking, reports and exports are included free, with no limit on properties.
✓ Free Forever · ✓ Unlimited Properties · ✓ No Credit Card

Track Every Dollar Across Every Property

Complete income and expense tracking with monthly calendar overview, trend charts, and one-click export.

No credit card required. Free for landlords and property managers.