Product preview · sample data

JDJames DavisonOwner
Portfolio command centre

Good morning, James

Here’s what needs your attention across the portfolio.

✦
3 transactions need your attention

Review and categorise them to keep your books current.

Rent received · Jul£4,050+4.2% vs last month▤
Net cash flow · Jul£3,178+£310 after expenses↗
Outstanding rent£2751 payment is 6 days late£
Average gross yield6.8%Healthy across 4 properties◔
Cash flow

Income vs expenses

Income Expenses
£5k£2.5k£0
FebMarAprMayJunJul
6-month income£24,425
6-month expenses£5,318
Operating margin78.2%
Next 30 days

Coming up

Rent payment overdue6 Portland Mews · £275
Action
Gas safety renewal14 Eslington Terrace
Due soon
Tenancy review82 Heaton Road
Review
Portfolio snapshot

Your properties

⌂
14 Eslington TerraceJesmond · NE2
Occupied
Monthly rent£1,450
Net cash flow£1,226
⌂
82 Heaton RoadHeaton · NE6
Occupied
Monthly rent£1,225
Net cash flow£1,057
⌂
6 Portland MewsSandyford · NE2
Occupied
Monthly rent£1,650
Net cash flow£1,309
Tax year 2026–27

MTD readiness

✓
82%records ready
  • ✓ Bank activity imported
  • ✓ Rental income allocated
  • 3 Transactions to review
HMRC submission is not connected in this preview.