Completing Your Portfolio Configuration
Configure your portfolio settings including currency, tax year, and default dates.
Completing Your Portfolio Configuration
After adding your first property, take a moment to configure your portfolio-wide settings.
Key Settings
Currency and Region
Navigate to Settings > Preferences to set your default currency and region. This affects how amounts are displayed throughout the app and determines which tax features are available.
Tax Year
Set your tax year start date. In the UK this is typically 6 April. This setting is used by the reports and tax compliance features.
Default Report Dates
Under Reports > Settings, you can set default date ranges for your rent roll and P&L reports so you do not have to select them each time.
Notification Preferences
Configure which email and in-app notifications you receive. Go to Settings > Notifications to enable or disable alerts for payments, maintenance, and lease events.
Portfolio Dashboard
Once configured, your dashboard will show:
- Total portfolio value and monthly income.
- Upcoming rent due dates and overdue payments.
- Active maintenance tickets.
- Recent activity feed.
Tip: You can return to these settings at any time — nothing is permanent.
Was this article helpful?