Help Center
Find guides, tutorials, and documentation to get the most out of Porchyard.
Step-by-step help for the parts of Porchyard you use every day.
Create your account, find your way around the dashboard, and choose the right plan.
Sign up, confirm your email, and get oriented on the Porchyard dashboard before you add your first property and lease. No credit card needed.
Read guideSign in, reset a forgotten password, set up the authenticator app every account owner needs, and get back in with a recovery code if you lose your phone.
Read guideEvery plan includes every Porchyard feature. Compare Starter, Growth, and Portfolio, and pick the one that fits how many properties you manage.
Read guideAdd properties and units, record their details, and attach photos.
Add each property in your portfolio, record its details, and label each rentable space on its own lease. Everything else hangs off these records.
Read guideKeep proof of every expense attached to the transaction it belongs to, so your records are audit-ready without a filing cabinet.
Read guideImport transactions from a CSV statement, categorize them, and track income and expenses per property.
Export a CSV from your bank or credit card provider and upload it to Porchyard to bring in your income and expenses. The wizard maps your columns.
Read guideAssign each imported transaction to a property and an expense or income category so your reports and tax totals are accurate.
Read guideUnderstand the income, expense, and cash-flow totals Porchyard builds for each property from your categorized transactions.
Read guideInvoice the owners you manage for every billing period, and raise one-off invoices to anyone else.
Where invoices come from, how to raise a one-off invoice to an owner or anyone else, and how to send it and follow it from draft to paid.
Read guideIf you manage properties for other owners, Porchyard drafts each owner an invoice every billing period, with your fee applied and their net payout shown.
Read guideRecord lease terms and key dates, and manage the owners behind each property.
Record each lease against its property and unit, capture the rent and term, and keep renewal and expiry dates in clear view.
Read guideRecord the owners behind each property and attach them to the properties you manage, ready for owner invoicing. One owner can hold several properties.
Read guideInvite teammates to help manage the portfolio and manage your subscription and billing.
Bring a business partner, bookkeeper, or assistant into Porchyard so more than one person can manage the portfolio. Each person gets their own sign-in.
Read guideSee your plan and trial in Account Settings -> Billing, change plans as your portfolio grows, and reach us for card, invoice, or cancellation changes.
Read guideCan't find what you're looking for? Our support team is ready to assist.
Manage your properties with confidence using Porchyard.