FAQ > Data Entry On The Worksheet

What is a worksheet?

Overview of the Worksheet

A Worksheet functions similarly to a spreadsheet and is a useful tool for managing various transactions related to a property. It allows you to add, edit, track, and review transactions efficiently for each property you manage. You can manually input transactions into the individual cells of the worksheet, making it easy to enter data directly.

Quickadd Income/Expense Transaction

Additionally, there is a “Quickadd Income/Expense Transaction” button located at the bottom left corner of the screen, which can also be used to record transactions. This provides an alternative method for managing your data, offering flexibility based on your preferences.

Automation with Recurring Rules

The Worksheet also supports automation through ‘Recurring Rules’ that you can set up in advance. These rules allow certain transactions to be recorded automatically, saving you time and ensuring that regular entries, such as monthly rent or maintenance fees, are consistently tracked without needing manual input each time.

Overall, the Worksheet serves as a convenient, centralized platform for maintaining accurate records of all property-related financial transactions. Whether through manual entry or automation, it provides a clear and organized way to handle your property’s finances, ensuring everything is up to date and easily accessible.