FAQ > Data Entry On The Worksheet

How should I use the Worksheet?

Recording Property Transactions

SimplifyEm.com Property Management Software provides an easy way to record and track all your property-related transactions using the Worksheet feature. As you enter transactions, they are automatically recorded in the system, ensuring that your financial data is always up to date.

You have multiple options for entering transactions. The first option is to enter payments manually by typing directly into the cells on the Worksheet. This method allows for precise control over each transaction, as you can enter the exact amount and details for each entry.

Alternatively, you can use the Quickadd Income/Expense Transaction, located near the bottom left of the screen, which provides a more structured way to log transactions, ensuring consistency in data entry.

In addition to manual entries, you can set up “Recurring Rules” to automate the recording process. This feature is particularly useful for recurring transactions, such as monthly rent payments or regular expenses. Once these rules are set, the software will automatically track and record recurring items, saving you time and reducing the chance of errors.

For more detailed steps on entering transactions, refer to the section titled “How can I enter my transactions?”.