Know what's coming before you spend it.
Set a budget, size a CapEx reserve, and see the next few months projected, built from your own leases and ledger, not a spreadsheet guess.
- projected ahead on the cashflow chart
- 3 months
- default CapEx reserve, per property
- 1.5%
- highest reserve rate you can set
- 20%
- trailing baseline behind every projection
- 3 months
See spend against budget, live
Set an annual budget by category, for one property or the whole portfolio, and watch actual spend track against it as transactions post (Pro).
- Budget by category, per property or across the portfolio
- Status updates the moment a new transaction posts
- Over-budget, under-budget, and unbudgeted spending each called out
Set aside the right CapEx reserve
Each property gets a suggested annual CapEx reserve, 1.5% of its estimated value by default, measured against what you've actually spent (Pro).
- Defaults to 1.5% of estimated value, per property
- Override the rate for any property, up to 20%
- Under Reserved, On Track, or Above Reserve, at a glance
See the next few months coming
Past months use your real transactions; future months project rent from active leases, debt service from your amortization schedule, and expenses from recent history.
- On Pro, and during your 14-day trial
- Rent projects from each active lease's rent
- Debt service comes from your amortization schedule
- Other expenses use your trailing three-month median
See the decision, not just the numbers
Budget variance, CapEx reserve status, and the cashflow projection all read from the same ledger, so you can decide before cash gets tight, not after.
- Budget, reserve, and forecast off one set of numbers
- Spot a shortfall months before it happens
- No spreadsheet stitched together by hand
What you get
Budget vs. ActualPro
by category, per property or portfolio-wide
Budget status per categoryPro
on track, over, or unbudgeted
CapEx Reserve CalculatorPro
1.5% default, override up to 20%
Cashflow forecastPro
income, expenses, and NOI, projected forward
Exact debt-service projectionsPro
from your amortization schedule, not a guess
Frequently asked questions
Is the cashflow forecast a Pro feature?
Yes. The forecast, Budget vs. Actual and the CapEx Reserve Calculator are on Pro, and you can try all three during the 14-day trial.
Is Budget vs. Actual included on the Starter plan?
No. Setting a budget and tracking it against actual spend is a Pro feature, along with the CapEx Reserve Calculator and the forecast.
How does the forecast project future months?
Rent comes from your active leases, debt service from the amortization schedule built off the loan terms on the property, and other expenses from your trailing three-month median.
Can I set a budget for just one property?
Yes. Budget by category for a single property, or leave it portfolio-wide; actual spend is compared against whichever scope you chose.
What's the default CapEx reserve rate, and can I change it?
1.5% of a property's estimated value by default. You can override it per property, up to 20%, if you'd rather reserve more aggressively.
What happens to my budgets if I downgrade from Pro to Starter?
Nothing is deleted. Budgets you created stay viewable on Starter; creating or editing one, and the CapEx Reserve Calculator, need Pro.
Stop guessing what next month looks like.
Budget vs. Actual, the CapEx Reserve Calculator and the cashflow forecast are Pro features. Try Pro free for 14 days to see them on your own numbers.
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