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Add properties and units

Add each property in your portfolio, record its details, and label each rentable space on its own lease. Everything else hangs off these records.

Add a property to your portfolio

From the Properties list to a saved property record.

  1. The Porchyard Properties page listing the portfolio in a table, with columns for name, type, location, status, created date, and year-to-date income, expenses and net. An Add Property button sits at the top right.

    Step 1 of 3

    Open Properties from the sidebar to see everything you already track.

  2. The Add Property dialog open over the list. It is a three-step form -- Details, Address, Amenities -- showing Property Name, Property Type and Description on the first step, with Cancel and Next buttons.

    Step 2 of 3

    Choose Add Property, then fill in whatever details you have to hand.

  3. A property record on its Property Details tab, showing name, type, description, lot size and year built, with an Address section underneath. Tabs across the top read Property Details, Leases, Financials and Timeline.

    Step 3 of 3

    Open any property to edit its details. A multi-unit building's units are the leases on its Leases tab.

Properties are the foundation of everything else in Porchyard: transactions, invoices, and leases all attach to a property. This guide walks through adding one.

Add a property

From the dashboard, open Properties and choose Add Property. Fill in the details you have on hand -- you can always edit them later:

  • Name -- what you call the property, such as Maple St Duplex.
  • Address -- street, city, state, and ZIP.
  • Property type -- Residential, Commercial, Airbnb, or Mixed Use.
  • Year built, lot size, and amenities -- the details a listing or an owner asks about.
  • Description -- anything worth remembering, such as HOA contacts or access instructions.

Add photos from the property's page once it is saved.

Save the property and it appears as a card on your Properties page.

Record units on a multi-family property

A unit is not a separate record in Porchyard -- it is a label on the lease. If a property has more than one rentable space, open the property, go to Leases, and choose Add Lease for each space. Fill in the Unit field with the label you already use, for example Unit A, 2B, or Basement.

That label appears in the property's lease list and on the lease itself, so a duplex with two tenants reads as two leases you can tell apart, each with its own dates, rent, and tenants.

Single-family homes leave Unit blank; the property itself is the rentable space, and the lease list shows it as "Whole property".

Tips

  • Properties are added one at a time; each takes about a minute. Your transaction history is the part that comes in bulk, from your bank's CSV statements.
  • Give every property a name you will recognise in a transaction list -- it is how you will assign income and expenses to it.

Next, keep your paperwork in order with Attach receipts to your transactions.

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