Help centre
Set it up once, then read your portfolio at a glance.
Step-by-step guide
- 1
Create a property
Open Properties and pick “New property”. A property is one property or one bucket — it holds the buying price, closing cost, renovations, maintenance, taxes, insurance, supply and rental income.
- 2
Key the property basics
On the property page, record the currency, total value at buying, the buying date and the closing cost. The renovation total is calculated for you from the one-time renovation lines.
- 3
Add the loans of that property
From the property page (or the Loans menu) add every loan attached to the property: name, principal, interest rate, monthly payment, start date and — if you have one — the fixed-rate end date.
- 4
Not sure when the loan started?
Use the optional start-date finder in the loan: key today’s remaining balance, the original amount and the rate, and the first payment date is derived for you.
- 5
Record changes over time
Under “Loan adjustments & one-time payment” add interest-rate changes, monthly-payment changes and extra repayments with their dates. Each new line continues where the previous one ended, so the simulation stays exact.
- 6
Add cost and income lines
One-time renovations, maintenance, taxes, insurance and supply each take an invoice date, an amount and a purpose. Rent, tax reductions and other savings go under Return on investment.
- 7
Read the two dashboards
Portfolio shows property value, outstanding debt, repaid principal and interest paid per property. Monthly cost shows loan payments against upkeep and income, with the trend over the years.
- 8
Export or back up
The amortization schedule and the monthly-cost view export to PDF, Excel and CSV on the Premium plan. Settings holds the JSON backup and, from Pro upwards, cloud sync across your devices.
Backups & going back in time
Save a backup file (do this once a month)
- Open Settings from the navigation bar.
- Go to the card Storage & backup.
- Press Export backup. A file named Backup_YYYYMMDD_HHMM.json is downloaded — for example Backup_20260901_0741.json.
- On iPhone or iPad, choose Save to Files → iCloud Drive so the file is on all your devices.
Go back to an earlier version
- Open Settings → Storage & backup → Backup history.
- The list shows dated restore points, newest first — the ones in your account and the ones kept on this device.
- Pick the one from before the problem (for example yesterday) and press Restore. The arrow icon next to it downloads that version as a file instead.
- Confirm the dialog — it tells you how many properties and loans the version holds before anything is replaced.
Restore points are created automatically whenever your data changes (at most one per hour) and always before something overwrites this device. You can also press Create restore point before a bigger edit.
Restore from a backup file
- Settings → Storage & backup → Import backup.
- Pick the Backup_…json file (Files app → iCloud Drive on Apple devices).
- Check the number of properties and loans in the confirmation, then press Restore.
- Stay in the app for a few seconds so the restored data is saved to the cloud again.
Import backup or Load from cloud?
Load from cloud brings the latest synced copy from your account. Import backup uses a file you saved yourself. If the cloud copy looks wrong, do not sync — use a restore point or a file instead, so the wrong copy is not pushed further.
Frequently asked questions
If the button is inactive, your browser has not offered an install prompt yet. Use the browser menu instead.