YOUR PORTFOLIO
Good morning
Here’s what’s happening across your properties.
Upcoming payments
Scheduled across your accounts
Recent activity
Your latest recorded payments
Your properties
Properties in your personal workspace
YOUR PORTFOLIO
Properties
Properties, renters, buyers, payment schedules, balances, and quick payment entry.
| PAYMENTDUE / PAY | UNPAID DUE | PROPERTY / ADDRESS | BUYER / TENANT · ACCOUNT | MONTHLY PAYMENT | ESTIMATED LOAN BALANCE |
|---|
Payment color shows this month's receipts: pink means none, light green means partial, and dark green means the scheduled amount is met. Unpaid Due starts with this month's payment, subtracts posted receipts, and carries unpaid amounts forward (tracking began Oct 2026). Estimated loan balance assumes on-time payments; it is not a payoff quote. Choose Show inactive / archived to include those records.
ACCOUNT SETTINGS
Workspace
Choose how your name appears and manage trusted people with access to this full workspace.
Display name
This name appears in your greeting and workspace member list.
Workspace members
Every member can view and edit all properties, transactions, balances, and documents. Removing a member revokes their access.
Email reminder activity
Only accounts you enable send month-end reminders. A status of “Accepted” means MailerSend accepted the message for processing, not that it reached the inbox.
| MONTH | PROPERTY / ACCOUNT | RECIPIENT # | STATUS | DETAIL | CHECKED |
|---|---|---|---|---|---|
| Reminder attempts will appear here. | |||||
CASH FLOW
Transactions
Income received and property expenses in one ledger.
| DATE | TYPE | PROPERTY / ACCOUNT | CATEGORY | AMOUNT | METHOD / PAYEE | MEMO | ACTION |
|---|
PORTFOLIO INSIGHTS
Reports
A quick view of income, expenses, balances, and account mix.
Accounts by type
Portfolio composition
Import and export
Prepare a CSV with your AI assistant, review it here, then import it to your private workspace.
Use this when adding your properties and rental/note accounts.
Download account template ↓Payments must match an existing property and account. Loan receipts need only amount and date; allocations are optional legacy data.
Download payment template ↓Expenses must match an existing property; account is optional.
Download expense template ↓Import history
| SOURCE FILE | TYPE | IMPORTED | ROWS | STATUS |
|---|---|---|---|---|
| Completed imports will appear here. | ||||
Includes workspace records and attached agreement files. The ZIP is assembled in your browser and sent to no third party. Restore is not supported yet.