Balance sheet consolidated report

Also called

  • Statement of financial position

Sample reports

 

Other report formats are available and can be generated in the software.

When to use it

Use this report to see a snapshot of a property's financial standing at a given point in time. This report is especially useful when a rental owner wants to see all of their entire portfolio's financial position in a single report.

Generating this report

  1. Go to the Reports menu .
  2. Click the Balance Sheet Consolidated link.
  3.  

  4. Click Download report.

Miscellaneous

  • Total Assets will always match your total Equity plus total Liabilities (Assets = Equity + Liability).

 

  • The balance sheet shows bank account totals as of a certain date. This number should tie to the running balance on a bank register. If it doesn't, there is probably money associated with an inactive property.

 

Article #: 112662

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