Accounting Dashboard

Learn how to use the Accounting Dashboard to get insights into all of your project budgets, expenses and projected costs and profitability.

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How it Works

The Accounting Dashboard is your financial command center — a high-level view of every project's budget performance across your entire portfolio. Instead of digging through individual project files or spreadsheets, you get an instant snapshot of where your money is going and how profitable each deal really is.

What it does

The Accounting Dashboard aggregates your Project Budgeter and Expense Tracker data across all active and completed projects, displaying real-time Budget vs. Actual comparisons so you can spot overruns before they become emergencies.

How to use it

Navigate to your Accounting Dashboard from the main navigation. Use the Active Projects table to monitor ongoing renovations, the Completed/Sold table to review final profit results, and the Long-Term Holdings table to track total capital deployed into your rental portfolio.

Why it matters

Real estate investors lose money not because of bad deals — but because of budget surprises that compound over time. The Accounting Dashboard gives you the visibility to manage multiple projects simultaneously without losing track of a single dollar.

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Deep dives into real world real estate examples.
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Product Updates

Latest Updates

Simplify Your Taxes with Global P&L Reporting

Simplify Your Taxes with Global P&L Reporting

Our new Completed/Sold Table view on the Accounting Dashboard provides an overall Global P&L for all proejcts completed in your account!

Enhanced Accounting Dashboard!

The Accounting Dashboard has been revamped to provide a clearer and more insightful view of your project finances.
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