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Updated 8 months ago,

User Stats

78
Posts
33
Votes
Amir Navabpour
  • Investor
  • Campbell, CA
33
Votes |
78
Posts

Reconciling balances in Appfolio

Amir Navabpour
  • Investor
  • Campbell, CA
Posted

My PM used to use a software rentec, and rentec would give you a running tally of cash in/cash out across your whole portfolio.  That way there was transparency on what your balance/distributions should be. However, the PM recently moved to app folio.  App folio has a dashboard home page that shows cash in/cash out but it does not show the balance you may have carried over from the prior month.  Additionally, App folio has a feature called an owners packet that does show the balance and cash in/cash out per property.  But it does not tally that across your whole porfolio so you can get a sense of what your total balance should be.  

Curious, has anyone figured out a way to get better transparency into the cash in/cash out of your total portfolios balance in app folio?

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