Financial Reporting for Property Management

Financial reports transform raw data into actionable insights for property investors.

Essential Reports

Rent Roll

Shows current rental status:

  • All units and tenants
  • Monthly rent amounts
  • Lease dates
  • Payment status

Income Statement

Period financial performance:

  • Total income
  • Operating expenses
  • Net operating income (NOI)

Balance Sheet

Financial position snapshot:

  • Assets (properties, deposits)
  • Liabilities (mortgages, payables)
  • Equity

Cash Flow Statement

Actual cash movements:

  • Operating cash flow
  • Investment activities
  • Financing activities

Property-Specific Reports

Property Performance Report

Individual property analysis:

  • Income vs. expenses
  • Vacancy rate
  • Maintenance costs
  • NOI and ROI

Accounts Receivable

Outstanding payments:

  • Amounts due
  • Days overdue
  • Collection status
  • Aging analysis

Expense Analysis

Cost breakdown:

  • By category
  • By property
  • Trends over time
  • Budget vs. actual

Report Frequency

Monthly

  • Rent collection summary
  • Expense tracking
  • Cash flow update

Quarterly

  • Performance review
  • Budget comparison
  • Market analysis

Annually

  • Full financial statements
  • Portfolio performance
  • Tax preparation data

ProperLE generates comprehensive financial reports with a single click, saving hours of manual work.

Ready to Simplify Your Property Management?

Join hundreds of property owners and landlords who trust ProperLE to manage their real estate portfolios efficiently.