How to use reports to run a income and expenditure report for self managed portfolios

Modified on Tue, 26 Mar 2024 at 12:22 PM

Self-managed portfolios that do not use Xero can run an income and expenditure report   

Step 1 Go to reports>financials>Self managed property income and expenditure    

Choose the account/s to run the report from and chose to run in enhanced


Step 2 Set the date range over which you want to report on and any other useful filters


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