Starting Out
Market News & Data
General Info
Real Estate Strategies
Short-Term & Vacation Rental Discussions
presented by
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Tax, SDIRAs & Cost Segregation
presented by
1031 Exchanges
presented by
Real Estate Classifieds
Reviews & Feedback
Updated over 7 years ago,
Managing Investor Info, Income, and other Financial data
Having recently finished raising our first round of investor capital, I now find myself wondering what is the best way to store and work with the investor information I now have.
My first through was to set up an Excel sheet to track investment amounts, interest payouts, and final payback.
However, before doing that, I was wondering if anyone has used or knows of a software program that allows these types of activities, as well as doing the normal profit and expense reporting, something like QuickBooks.
I don't currently use QuickBooks, but is it able to do something like that?