Manage transactions in owner statements (BETA)

💡 Note: This article covers the new version of owner statements available from the Reports section, which is currently in beta. If you don’t see the option to manage them in the reports, please follow the classic instructions in this article instead.

Learn how to add ad-hoc and recurring transactions to your owner statements module.

Read about:

• Create a transaction
• Edit or delete a transaction
• Remove a recurrent transaction

Create a transaction

To create a new transaction, follow these steps:

1. Go to your left-hand menu, select Advanced, and then click on Reports.
2. Select Owner statements from the left sidebar.
3. Click the owner for whom you want to create a new transaction, then select Transactions and + Transaction.

You will then be asked to give details about the transaction you want to record:

1. Expense / Credit: Select if you want to log an expense or a credit.
2. Fill in the transaction’s name, description, amount, and the date it occurred.
3. Toggle the percentage switch if you want to split the payout between the manager and the owner.
4. Select a rental (this step is mandatory to save the transaction).
5. Toggle Make recurring if you want this transaction to recur regularly, and then choose the frequency.
   🔎 Example: If you are recording a transaction for a broken lamp you had to replace, it won’t be a recurring expense. If you’re charging the owner for an Internet subscription fee, you can create a transaction for Internet with recurrence every month.
6. Click Add to complete the addition of the transaction.

Edit or delete a transaction

To edit or delete a new transaction, follow these steps:

1. Go to your left-hand menu, select Advanced, and then click on Reports.
2. Select Owner statements from the left sidebar.

3. Click the owner whose transaction you want to edit or remove, select Transaction and then click the three dots on the right and select Edit or Delete.

   💡 Note: Deleting a transaction does not affect any statements that were generated before the deletion.

Remove a recurrent transaction

If you have recurring transactions set up and want to delete them to stop the automated creation of future recurring transactions, follow these steps:

1. Go to your left-hand menu, select Advanced, and then click on Reports.
2. Select Owner statements from the left sidebar.
3. Click the owner whose recurring transaction you want to manage, then select Transactions and Recurring.

4. Click the bin icon to delete the recurring transaction. Future instances of this transaction will no longer appear in upcoming statements.

   💡 Note: Deleting a recurring transaction does not affect any statements that were generated before the deletion.