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Read your property financial summary

Understand the income, expense, and cash-flow totals Porchyard builds for each property from your categorized transactions.

Find a property's income and expenses

Six steps from the property list to a full transaction history, as the app actually looks.

  1. The Porchyard Properties page listing nine properties in a table, with columns for name, type, location, status, and year-to-date income, expenses and net.

    Step 1 of 6

    Start from Properties in the sidebar.

  2. The same Properties table filtered by the search term "Lakeview", leaving one row: Lakeview Cottage, an Airbnb property in Incline Village, NV.

    Step 2 of 6

    Type any part of the property name to narrow the list.

  3. The Lakeview Cottage property record, on its Property Details tab, showing the name, type, description and address fields. Tabs across the top read Property Details, Leases, Financials and Timeline.

    Step 3 of 6

    Open it from the results to reach the property record.

  4. The Property Financials tab for Lakeview Cottage. Four summary cards read Total Income $16,800.00, Total Expenses $2,180.00, Net Profit/Loss $14,620.00 and Total Transactions 14, with a year selector set to 2026 and the transaction table beginning underneath.

    Step 4 of 6

    Choose the Financials tab to see this property on its own.

  5. The transaction table for Lakeview Cottage scrolled into view, listing dated rows such as Airbnb Payout at $2,800.00 and Sparkle Clean Services at minus $180.00, each with a category and a 100% allocation to this property.

    Step 5 of 6

    Every transaction behind those totals is listed underneath.

  6. The portfolio-wide Transactions page, listing rent payments and expenses across several properties, with filters for source, category, transaction type and date range, and buttons to refresh, export CSV, import CSV and add a transaction.

    Step 6 of 6

    Transactions in the sidebar shows every property at once.

Once your transactions are imported and categorized, Porchyard rolls them up into a financial summary for each property. This is the view that tells you, at a glance, whether a property is making money.

What the summary shows

Open a property and go to its Financials tab. Pick a calendar year, and Porchyard shows four totals for that property:

  • Total income -- money received that is assigned to the property.
  • Total expenses -- money spent that is assigned to it.
  • Net profit or loss -- income minus expenses for the year.
  • Total transactions -- how many transactions make up those figures.

Below the totals is every transaction behind them, with its category and -- when a payment is split across several properties -- this property's share of it.

Use it through the year

  • Spot problems early. A property whose expenses are outrunning its income this year is worth a closer look.
  • Check your categories. If a number looks off, it is usually an uncategorized or miscategorized transaction. Jump back to Categorize your transactions to fix it.

At tax time

Your accountant will want each property's income and expenses for the year. The Financials tab gives you those totals, and the transaction list beneath them shows where every number comes from. Keeping receipts attached to their transactions means the backup is right there if a number is ever questioned.

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