Reconciling balances in Appfolio

[Amir Navabpour]

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?

[Simon W.]

I actually consult with PMC that uses AppFolio.

Your PM should be able to send you the owner statement that shows the consolidated summary of your portfolio.

They might have to use the Owner Statement (Enhanced Report)

[Adam Bartomeo]

Appfolio is a great program but is extremely large and although we are huge fans, it has its issues. It should show you the monthly carry over at the very top of your owner packet. 

Just have the PM send you a cash flow statement every month for you portfolio. It can be set up for auto monthly emails. We do it for those that request it. This should give you the info you want.