Financials
Learn how to manage rent schedules, record income and expenses, import transactions, prepare statements, review property performance and organise information for tax reporting.
Create a rent schedule
Start by defining the rent amount, payment frequency, due date and tenancy period so Estavo can organise expected rent against the correct property and tenant.
Manage property income and expenses
Use these guides to organise expected rent, actual transactions, expenses, statements and performance reporting.
Create a rent schedule
Set the rent amount, payment frequency, due date, tenancy period and expected payment schedule.
› 02Record a rent payment
Add received rent, payment dates, references and allocations against the correct tenancy period.
› 03Record a property expense
Add maintenance, insurance, service, professional and other property-related expenses.
› 04Import transactions from CSV
Upload a transaction file, map its columns and review imported income and expense entries.
› 05Match and categorise transactions
Connect imported transactions to rent schedules, expenses, properties and tenancies.
› 06Review rent arrears
Identify overdue rent, partial payments, unapplied transactions and outstanding balances.
› 07Generate a property statement
Review and produce a statement containing recorded income, expenses and balances for a selected period.
› 08Review property performance
Compare recorded rental income, expenses, net position and occupancy across properties.
› 09Prepare a tax report
Organise recorded income and expenses for a selected tax period before professional review.
› 10Edit or remove a transaction
Correct an inaccurate entry, remove a duplicate and preserve valid transaction history.
›Follow the financial workflow
A clear property financial record connects expected rent, actual receipts, expenses and reporting without changing the underlying transaction history.
Schedule rent
Define what is expected and when each payment is due.
Record transactions
Add or import actual rent, expenses and other entries.
Match and categorise
Connect each transaction to the correct property and purpose.
Review balances
Check arrears, unapplied payments and missing expenses.
Produce reports
Review statements, performance and tax-period summaries.
Understand the main figures
Figures shown in Estavo are based on the rent schedules, transactions and categories recorded in the system.
Rent scheduled for the selected reporting period.
Recorded rent payments allocated to the period.
Recorded property expenses for the same period.
Recorded income less recorded property expenses.
Keep each financial entry connected
Each transaction should be linked to the correct property, tenancy, category and supporting information.
Rent schedules
Define expected rent by amount, frequency, due date and tenancy period.
Income transactions
Record rent payments and other property income against the relevant property and period.
Property expenses
Store costs, categories, suppliers, invoices and supporting receipts.
Imported transactions
Upload transaction data and review each entry before relying on portfolio totals.
Matched entries
Connect actual transactions to expected rent or property expense records.
Reports and statements
Review income, expenses, balances and performance for a selected property and period.
Estavo does not provide accounting or tax advice
Estavo organises the financial information entered into the system. Reports should be reviewed against bank records, invoices and professional accounting requirements before being used for tax returns, statutory records or financial decisions.
Need help with property financials?
Review the frequently asked questions or contact Estavo support if you cannot create a rent schedule, import a transaction, record an expense or generate a report.