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Property P&L

Open Property P&L

Overview

The Property P&L is a standard profit-and-loss report, but filtered to the lines tagged with a single property. Every posted journal-entry line in Books can carry a propertyId (plus optional unitId and leaseId). When those tags are set consistently — the rent-invoice generator, deposit intake / disposition, mortgage payments, and the convert-to-operating and depreciation journal entries all stamp them — the report is fully automatic.

Report layout

Header: Property name in the page title. A filter bar with a Start date picker, an End date picker, a Compare to prior period checkbox, and a Refresh button. The default window is the last 12 months up to today.

Body (single table, two grouped sections):

  1. Revenue — one row per income account (account number · name, amount), followed by a Total revenue row.
  2. Expenses — one row per expense/COGS account, followed by a Total expenses row.

Bottom line: a Net income row (revenue − expenses). When Compare to prior period is checked, an extra row shows the prior-period net income and the window it covers.

The report does not compute NOI or a cap rate, and it has no CSV/PDF export or row-level drill-down in the current version — the rows are display-only.

How totals are computed

The report aggregates posted journal-entry lines whose propertyId matches this property, within [startDate, endDate], grouped by account:

  • Income accounts — total is credits − debits.
  • Expense / COGS accounts — total is debits − credits.
  • Only posted journal entries are included; drafts are excluded.
  • Period bounds use the journal-entry date.
  • Because voiding an invoice posts a reversing entry that also carries the propertyId, voided activity nets out correctly.

Prior-period comparison

Checking Compare to prior period re-runs the same aggregation over the immediately preceding window of equal length (the day before startDate, going back the same number of days) and shows that window’s net income beneath the current one. There is no separate “prior year” option — the comparison is always the prior equal-length period.