Income & Expense Tracking

Track every dollar with categories aligned to Schedule E. Import CSV data, attach receipts, set up recurring entries, and export tax-ready reports when you need them.

Expenses

Track and manage property expenses

Total Expenses
8
5 paid, 3 pending
Total Amount
$12,450
This month
Total Paid
$9,150
73% of total
Outstanding
$3,300
Upcoming this month
NumberDue DatePropertyVendorCategoryAmountPaidStatusActions
EXP-001Jan 15, 2025
78 Geneva Ave
Unit 1
Boston Plumbing Co
Repairs
$450$450Paid
EXP-002Jan 1, 2025
78 Geneva Ave
First National Bank
MortgageMortgage
$2,850$2,850Paid
EXP-003Jan 20, 2025
42 Bowdoin St
City Water & Sewer
Utilities
$285$0Pending

19 Tax-Aligned Categories

Every expense category maps directly to IRS Schedule E lines. No guessing where things go at tax time.

CSV Import & Export

Import transactions from bank exports or spreadsheets. Export clean data for your CPA or accounting software.

Receipt Attachments

Attach photos or PDFs to any expense. Keep your documentation organized and audit-ready.

Stop Dreading Tax Season

When everything is categorized correctly from day one, tax prep becomes a breeze.

Complete Financial Tracking

  • 19 Schedule E-aligned expense categories
  • Rent payment tracking by tenant
  • CSV import for bulk data entry
  • Recurring expense automation
  • Receipt and document attachments
  • Vendor tracking and 1099 preparation
  • Payment milestone tracking
  • Property and portfolio-level reports
  • Year-over-year comparison
  • Tax-ready export formats

Frequently Asked Questions

What expense categories are available?

Brickfolio includes 19 categories aligned with IRS Schedule E: Advertising, Auto/Travel, Cleaning, Commissions, Insurance, Legal/Professional, Management Fees, Mortgage Interest, Repairs, Supplies, Taxes, Utilities, and more.

Can I import data from spreadsheets?

Yes! You can import income and expenses from CSV files. Map your columns to Brickfolio fields and import in bulk. This is great for migrating from spreadsheets or importing bank exports.

How do recurring expenses work?

Set up recurring expenses (like insurance or property management fees) once, and Brickfolio will automatically create entries on your schedule. Edit or cancel anytime.

Can I attach receipts?

Yes, you can attach receipt images or PDFs to any expense. Keep everything organized and ready for tax time or audits.

Ready for Tax-Ready Bookkeeping?

Join the free beta and start tracking income and expenses the right way. No credit card required.

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