Properties & Units

Glance

Glance gives you a year-at-a-glance view of a single property's money — rent collected, expenses, and the net balance — laid out unit by unit and month by month. It's the quickest way to see how one property performed across a year without running a full report.

Open Glance

Go to Properties → Glance. The page is split into two parts:

  • A left rail listing all your active properties, with a Search properties… box.
  • The selected property's year grid filling the rest of the page.

Pick a property in the left rail to load its figures. If you have no properties yet (or they're all archived), Glance prompts you to add one.

Choosing the year

A year picker at the top lets you step between years with the chevron arrows, or open the menu to jump to a specific year. The grid reloads to show that year's data for the selected property.

What the grid shows

The headline figures for the chosen property and year are summarized as pills:

  • Expected — total invoiced rent.
  • Collected — total rent received.
  • Outstanding — unpaid balances not yet past due.
  • Overdue — unpaid balances that are past due.
  • Expenses — total expenses recorded against the property.
  • Net — collected rent minus expenses (green when positive, red when negative).

Below the pills, each unit gets its own row showing its current tenant, rent, and a month-by-month breakdown across all twelve months. For units tied to a housing program (for example Section 8), Glance splits each month into the Tenant Portion and Program Portion so you can see who's paying what.

Note

For program/Section 8 units, hovering a month reveals the tenant-vs-program split behind that month's figure.

Expenses

Glance also pulls in the property's expenses for the selected year, grouped by category and totaled per month, so the expense and net rows line up against the rent rows in the same grid.

Tip

Use Glance for a fast, single-property gut check of cash in vs. cash out. For portfolio-wide value, equity and debt, use Portfolio; for formal statements, run a Profit & Loss report.

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