Record a portfolio expense and review report scope
Choose the supported accounting scope for an expense that does not belong to one rental.
On this page
Review the expense
Find the imported withdrawal or choose Add expense. Check the vendor, date and amount before creating a new record.
Choose the scope
Use the property, unit or portfolio scope offered by that form. If allocating across rentals, review the split action and make sure its parts equal the original amount.
Check the report
Open the relevant report with the intended portfolio and date filters. An expense recorded without a rental assignment may not appear in a report limited to one property.
Check the result
- The expense has the intended supported scope and can be reconciled with the matching report.
FAQs
Can I assign the same full expense to every property?
That can duplicate the total. Use a reviewed allocation or split so the components represent the real original amount.
Does a portfolio expense belong on every property’s tax report?
Report inclusion depends on the saved category and scope. Review the report and consult your accountant about an appropriate tax allocation.