View the profitability of a property on mobile

This article explains how to use the FreeAgent mobile app to view a breakdown of the income and costs allocated to a property that you’ve added to an unincorporated landlord account in FreeAgent, in order to view its profitability.

Please note:

  • You’ll need level 7 access or above to your FreeAgent account to follow the steps below.
     
  • Any changes you make using the FreeAgent mobile app will be reflected in the desktop version of FreeAgent.

How to view the profitability of a property

Tap the ‘☰’ (mobile app navigation menu) button and select 'Property'.

FreeAgent mobile app menu with property highlighted

You can view the overall profitability for all of your properties or view the profitability of a single property.

Viewing your overall property profitability

At the top of the ‘Property section, you’ll see an overall profit or loss figure for your property portfolio based on the total income and costs recorded for all of your properties.

Total profit for the property highlighted

Viewing the profitability of a single property

To see the profitability of a single property, select the address of the relevant property from the list.

List of properties highlighted

This will display a current property profit or loss ‘Summary’. Please note that it’s not possible to change the date of the summary which will default to the current year to date. You can also view a breakdown of the income and costs allocated to the property.

Property summary

Profitability

The current profit or loss for the property will be displayed at the top of the ‘Summary’.

Total profit for the property highlighted

Income

The total income for the property will be displayed in the ‘Turnover’ section of the ‘Summary’.

Turnover section highlighted on summary screen.

Costs

The total costs allocated to the property will be displayed in the ‘Expenses’ section of the ‘Summary’.

Total costs for the property highlighted

Viewing a breakdown of the income recorded for a property

To view a breakdown of the income recorded for the property, select the 'Income' tab.

Income tab highlighted for the property

This will display any items that are related to income for the property, including invoices, credit notes, bank transactions and journal entries. Please note that if you’re VAT-registered, the figures will include VAT. Therefore, the figures might not match the income figures on your Profit & Loss report, which exclude VAT.

It’s not currently possible to sort or filter the information on the ‘Income’ tab.

Viewing a breakdown of the costs allocated to a property

To view a breakdown of the costs allocated to the property, select the 'Expenses' tab.

Expenses tab highlighted for the property

This will display any items that are related to costs for the property, including out-of-pocket expenses, mileage claims, bank transactions, bills and bill credit notes. Please note that if you’re VAT-registered, the figures will include VAT. Therefore, the figures might not match the cost figures on your Profit & Loss report, which exclude VAT.

It’s not currently possible to sort or filter the information on the ‘Expenses’ tab.

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