Budget & Expenses

The month-by-month budget grid, receipts, and custom categories.

• How do I record property tax and insurance bills?

  Review property tax bills and insurance policies, choose the months for costs, handle renewals and escrow, and keep payment records separate.

• How do HOA charges and the HOA expense work together?

  HOA dues are a cost the landlord pays to the association. Some leases pass part or all of that cost to the tenant as a monthly charge. PropertyFolio sup...

• How do I track rental income and expenses in the budget spreadsheet?

  Track rental income, mortgage costs, tax, insurance and expenses in a monthly property budget. Review overrides and export your records.

• How do I track rental property expenses and receipts?

  Record rental property expenses, scan receipts for review, assign costs to units and include maintenance vendor payments in your budget.

• Can I add my own budget categories?

  Yes. Add custom income or expense categories per property - landscaping, parking income, pet rent, anything you track. They appear as their own rows in...