Property overview
Income, expenses, net result, and asset book value by property.
Recent review
Latest transactions and receipts needing attention.
Property details
Add a rental, update notes, or reactivate an archived property.
Properties
Archived properties stay available for historical records.
Transaction
Manual entries can be edited, filtered, or ignored from reports.
Transactions
Filter by property, type, ignored status, or keyword.
CSV import
Imports common bank exports with date, description, amount or debit/credit columns.
Supported headers include
Date, Description, Amount, Debit, Credit, Type, and Category. Duplicate checks use date, description, amount, type, and property.
Import feedback
Successful rows and duplicate skips appear here after upload.
No CSV imported yet.
Upload receipt
Store receipt files locally and review metadata manually.
AI extraction scaffold
OpenAI receipt extraction is not active yet. Files are saved and metadata remains reviewable/editable.
Edit receipt metadata
Select a receipt from the list to adjust merchant, total, property, or linked transaction.
Receipts
Uploaded images and PDFs are stored under the tool data directory.
Asset
Add capital items and estimate straight-line depreciation.
Assets
Current value is an estimate using straight-line depreciation only.