Question about allocating expenses & software

[Jay P.]

Hi all.

I own a duplex and live in one unit and rent out the other. I have been using Stessa and really liked that it would let me allocate expenses to which ever unit I was currently working on.

I looked at Cozy and was blown away by all the things it offers (tenant screening, rent pay, etc) so I started using Cozy. One thing I am unable to do on Cozy is allocate the expenses to the appropriate unit.

Is this a big deal, does this make a difference & do I need that info for tax time?