How to Generate Income & Expense Reports

Income & Expense Report

The Income & Expense Report allows landlords to track and review all financial activity related to a property. This report provides a clear view of rental income, expenses, and net profit for each month and year, helping with accounting, tax reporting, and property performance evaluation.

Report Date Range

From Date / To Date:
Select the start and end dates for the report period to view incomes and expenses within that timeframe.

Landlord and Property

Landlord’s Name:
Type the name of the landlord for whom the report is generated.

Property Address:
Select the property the report relates to.
Example: 20, Bestwood Lodge Drive, Arnold, NG7 8NC

Incomes

Rental Income:
Enter the rental income received for each month.
Example: £1,100.00 per month for Jan–Nov 2025, Total: £12,100.00

The Total Income row automatically sums all monthly incomes to show the annual total.

Expenses

Property Maintenance & Repairs:
Enter any expenses related to property maintenance, repairs, or other costs.
Example: £200.00 in December 2025

The Total Expenses row automatically sums all monthly expenses.

Summary

• Purchased Price: £180,000.00
• Deposit Amount (Paid by Me): £36,000.00
• Mortgage Amount (Loan): --
• Total Expenses: £200.00
• Total Income: £12,100.00

This summary provides a quick overview of the financial position of the property, helping landlords understand net income and evaluate profitability.

Once generated, the report can be exported or printed for records, accounting, or tax purposes.