Income & expenses

Open the Earnings tab from the bottom navigation bar. Every figure on it is built from your recorded rent payments and expenses, nothing is estimated or projected.

Rent is counted in the month it actually arrived. If a tenant pays a period in instalments, each instalment lands in its own month rather than the whole period showing up on the day the last instalment completed it, the same way the rental ledger PDF has always dated them. Periods paid in one go are unaffected.

Totals

A segmented control at the top switches the headline total between Month, Quarter, and Financial year (the Australian financial year, 1 July to 30 June). Whichever you pick, the big number is the rent you collected in that period.

Next to it, when your rent schedule has anything due in the period, you'll see of $X expected alongside it, so you can compare what actually came in against what was scheduled.

Filtering by property

If you have more than one property, an All chip and a property dropdown appear under the totals. Selecting a property narrows the totals header, the chart, and the yield figures to that property alone.

The Properties list further down always shows every property, whatever the filter, it works like the chart's legend rather than a filtered view.

Outstanding rent

If any property has overdue or late rent, a strip appears showing the total outstanding and how many properties it affects. Tap it to jump straight to the worst-affected property.

The chart

The chart always plots the current financial year, regardless of the Month/Quarter/Financial year control. Bars outside your selected period dim slightly so the current scope stands out. With more than one property (and no filter applied), each bar stacks by property in a shade ramp, and the property rows below carry a matching dot so you can tell the shades apart.

Tap a bar to see that month's collected, spent, and net in a floating callout. If the month has any recorded spend, a View [month] records button appears below the chart. This opens that month's cost records: manual expenses (tap to edit, swipe left to edit or delete) and maintenance invoices (read-only, they're managed from the request itself). For every month at once, use the Expenses screen below.

Expense breakdown

Once the selected period has recorded spend, a donut chart appears below the chart showing your expenses by category, largest first (the smallest categories fold into an Other slice, capped at six sectors total). Tap a slice for its name, amount, and share of the total. A legend underneath lists every category with the same detail.

Property rows and yield

Every property gets a row showing what it's received against what's expected for the selected period (Month/Quarter/FY), plus a small dot if it has anything overdue.

If you've set a purchase price for the property (property hub > Property details > Purchase price, visible only to you), the row also shows gross yield: the next 12 months of scheduled rent divided by the purchase price. Once you've recorded any expenses, net yield appears alongside it, the same figure less your trailing 12 months of recorded costs, still expressed as a percentage of the purchase price.

Yield is based on your scheduled rent, not just what's been collected so far, so a new listing or a young account doesn't show an artificially low figure. A vacant property with no upcoming rent shows no yield at all.

Recording an expense

Tap + in the top right of the Earnings tab to record a cost: amount, date (today or earlier), a category, and an optional note. Categories are Council Rates, Insurance, Body Corporate, Water, Tax, Repairs, Gardening, Advertising, and Other.

If you have more than one property and no property filter active, you'll be asked which property the expense belongs to first.

When you save an expense, it appears in the list straight away with a Saving caption until the server confirms. If the save fails, Propero rolls it back and shows a message so you can try again.

Receipts

The add and edit sheets end with a Receipt section: "Optional. A photo or PDF of the invoice or receipt." Tap Add receipt and choose Photo Library, Camera, or Choose File. Files can be PDF, JPEG, PNG, or HEIC, up to 20 MB. Photos are stored as JPEG.

• One receipt per expense. Picking another replaces it.
• Once attached, the row reads Receipt attached and a View receipt row opens it in a preview.
• To remove it, open the same menu and tap Remove receipt, then save.
• If the upload fails, the expense still saves and Propero says "Saved without the receipt. Open the expense to attach it again."

Receipts are for your own records. They don't appear on the tax summary or in any export, and deleting the expense deletes its receipt.

The Expenses screen

Scroll to Records at the bottom of the Earnings tab and tap Expenses for every cost record in one place. It lists expenses by month, newest first, with the month's total in each header. Maintenance invoices sit in their month alongside your manual entries, read-only, with a footer explaining they're added automatically from resolved requests.

• Tap a manual expense to edit it. Swipe left for Edit or Delete (delete asks first).
• Rows with a receipt attached show a paperclip.
• With more than one property, the same property chips as the Earnings tab filter the list.
• The + in the toolbar adds an expense here too.

Maintenance invoices

When you resolve a maintenance request with an invoice amount attached, it's added automatically as an expense, no separate entry needed. Invoices always appear under the Repairs category on the expense breakdown and tax summary, even if the original request was logged under a different category (Plumbing, Electrical, and so on). They're read-only in Earnings; edit or remove them from the maintenance request itself.

See Logging a maintenance request and Maintenance history.

Related guides

• Reports
• Statements & receipts