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Add A Pro Forma Report for Owners

Add a pro-forma report for the owners to be able to see the past and a forecast for income/expenses.

The owner should be able to specify what time frame - for months in the past, it would show actual expenses and for future months, it would show expected rents (from leases), any recurring expenses and any manually added single expenses. The report would have categories of income and expenses that can be expanded to see the detail

To give you a feel, I am attaching a screen shot of the pivot table I use in Excel to provide that view

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McCravy, James shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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