Review recorded activity and export reconciliation records
Review financial, deposit and monthly summaries, export supported report types, or use financial export when you need transaction-level records.
- Source recordsLeases, collections and expenses keep their sources
- Filter and reviewCheck the month, scope and report totals
- CSV / ExcelDownload an available format for records or further review
Distinguish summaries from transactions
Exports from report tabs contain summary data. Financial export lets you select a date range, preview transaction records and download CSV or Excel. Annual rental-income summaries have a separate export entry.
Check the scope before sharing
Use the filters offered by each report. Financial transaction exports cover the company and are not bank statements. Check the period, completeness and income and expense totals before sharing with a colleague or accountant.
Availability depends on plan and role
Current Personal-or-higher plans include basic reporting; Team-or-higher plans also include advanced reports. Financial transaction export requires an authorized company owner or manager account. Report viewing permission does not automatically grant export permission; check the plan page and your account access.
Rental reconciliation checklists and examples
- Monthly rent reconciliation checklist: separate rent due, received and unpaid
- Owner statement checklist: review the statement difference and the proposed transfer separately
- Electricity reconciliation checklist: source bills, room readings and an allocation example
- Rental-team Excel migration checklist: review properties, rooms and leases before import