Q: How does the monthly calendar view work in MyRentalSpot?
A: The Income & Expenses dashboard shows all 12 months (January through December) in a calendar grid view. Each month displays summary totals for income, expenses, net profit, and transaction count. Click any month to expand it and see detailed expense breakdown by category plus the full list of transactions for that month. This makes it easy to compare month-over-month performance and spot seasonal trends.
Q: What expense categories are available in MyRentalSpot?
A: MyRentalSpot includes 25+ pre-built expense categories covering all common rental property expenses: Maintenance/Repairs, Utilities, Property Taxes, Insurance, Legal and Professional Fees, Advertising, Auto and Travel, Bank Fees, Capital Expenditure, Cleaning, Commissions, Depreciation, Down Payment, Education, Food/Meals, Interest, Licensing, Marketing, Office Supplies, Rent, Software/Subscriptions, Supplies, and Technology. You can also create custom categories for your specific needs.
Q: How do I filter and sort my transactions?
A: Use the filter bar to narrow transactions by Property (select specific property), Expense Category (filter by category type), Sort By (date newest/oldest or amount highest/lowest), and Type (income only, expenses only, or all transactions). Filters update the transaction list and monthly calendar view in real-time. Export filtered results to CSV or PDF for further analysis.
Q: What does the expense breakdown by category show?
A: When you expand a month in the calendar view, you'll see an "Expense Breakdown by Category" section that shows exactly how much you spent in each expense category during that month. For example: Maintenance/Repairs: $660.00, Utilities: $210.75, Insurance: $150.00, etc. The breakdown helps you identify where your money is going and spot opportunities to reduce costs.
Q: How does the Income vs Expenses trend chart work?
A: The trend chart at the bottom of your dashboard shows a bar graph comparing income (green bars) and expenses (red bars) across the last several months. This visual makes it easy to identify patterns - for instance, you might see that expenses spike in certain months due to seasonal maintenance. The chart helps you plan ahead and budget for upcoming expenses based on historical trends.
Q: Can I export my bookkeeping data?
A: Yes! Use the "Export" button to download your transaction data as CSV (for Excel/Google Sheets) or PDF (for printing/sharing). The export includes all filtered transactions with dates, categories, descriptions, amounts, and property information. This is perfect for tax preparation, sending to your CPA, or importing into accounting software like QuickBooks or Xero.
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