Rental property manager: Add or edit property details including name, address, purchase date, value, mortgage, date sold and sales price

Add/Edit Property

You can add or edit data about Properties. A Property is a building or space that you own and rent or lease to Tenants.

Add a New Property

• To add a new Property, go to the Properties screen.
• Click on the Add Property button.
• The Property Details screen displays.
• Complete the Property Data by typing or selecting the information into each field.
• If a data field is yellow, that data is required for the property record. If a data field is white, that data is optional.
• When all the data required/available is entered, click OK.
• The Property data is saved. The Property displays in the Property screen. You can now assign Assets, Dimensions, and Tenants to the Property.

Edit a Property

• To Edit a property, go to the Properties screen .
• Find and select the Property in the Property list.
• Click the Edit Property button .
• The Property Details screen displays.
• Edit the details, then click OK. The changed Property data is saved.
  

Property Details Screen Values

• Name - Reference name for the property.
• Address - Complete street address of the property.
• No. Units - Number of units (apartments, flats, townhouses, offices, etc.) at a property location.
• Notes - Enter any notes about the Property.
• Purchase Date - Date when the Property was purchased.
• Value - The value of the Property.
• Mortgage - The outstanding mortgage on the Property.
• Date Sold - The date when the Property was sold, if it was sold.
• Sale Price - The sale price received for the Property, if it has been sold.