Track income and expenses
Record money in and out, by property and UK tax year.
- Open Money in the sidebar, or the Money tab on a property.
- Choose Income or Expense, pick a category, and enter the date, amount and property. Add a description if it helps.
- Use the tax year menu to look back, and the property menu to see one property on its own.
- Click CSV to download the entries for your accountant or your tax return.
Good to know
- Categories follow the property pages of a Self Assessment return. This is a record-keeping tool, not tax advice.
- Owners with read-only access can’t see Money.
Still stuck? Email [email protected] and we'll help.