Financial Reports

Comprehensive P&L statements, tax reports, general ledger, and owner statements. Generate IRS-ready Schedule E reports, track delinquent tenants, and export data for your CPA.

18
Report Types
IRS Ready
Schedule E
Export
PDF & Excel

Complete Reporting Suite

Generate financial reports, rental reports, and task reports with filtering and export capabilities

📊

Financial Reports (8)

General Ledger, Income Statement, P&L by property, Owner Statements, Property Statements, 1099-K Report, and IRS-ready Schedule E (Form 1040). Export to PDF or Excel.

🏘️

Rental Reports (8)

Current Tenants directory, Delinquent Tenants with balances, Leases Ending alerts, Rent Roll, Rent Paid summary, Tenant Statements, Renters Insurance tracking, and Vacant Units list.

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Task Reports (2)

Completed Tasks by property and date range, Open Tasks with assignee and status. Track maintenance workflows and project management across your portfolio.

🎯

Key Metrics Dashboard

Portfolio Occupancy percentage, Monthly Revenue collections, Outstanding Rent balances, and Leases Ending Soon alerts. Quick snapshot of portfolio health.

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Date Range Filtering

All reports support date range selection (Year to Date, Last Month, Custom Range). Filter by specific properties or view portfolio-wide data. Compare time periods easily.

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Export & Print

Export any report to PDF for sharing or Excel/CSV for further analysis. Print-friendly formatting for hard copy records. Perfect for owner statements and tax preparation.

Reports Dashboard

KEY METRICS

As of January 28, 2026
🏘️
PORTFOLIO OCCUPANCY
94.2%
142 of 151 units occupied ↗ +2.3%
💰
MONTHLY REVENUE
$68,420
December collections ↗ +5.3%
⚠️
OUTSTANDING RENT
$4,283
8 tenants with balances ↗ +1.2%
📅
LEASES ENDING SOON
2
Next 90 days • Action required

RECENTLY ACCESSED

📊
Rent Roll
Viewed 2 hours ago
🚨
Delinquent Tenants
Viewed today
📄
Income Statement
Viewed yesterday
👥
Current Tenants
Viewed 3 days ago

ALL REPORTS

💰
Financial
8 reports
General Ledger Consolidated
Total debit and credit transactions for selected properties during a specified time frame.
📅 Date Range 🏘️ Multi-Property
Income Statement
Income and expenses by property during a specified time frame.
📅 Date Range 📊 Summary
Income & Expenses
Income and expenses by property during a year.
📅 Annual 📊 P&L
Rental Owner Ending Balances
Rental owners ending asset balances including property reserves and held liabilities by property as of a specific date.
⏰ Point-in-Time 👤 Owner View
Owner Statement
Rental owners beginning and ending cash balances by property during a specified time frame.
📅 Date Range 💰 Cash Flow
Property Statement
Beginning and ending cash balances by property during a specified time frame.
📅 Date Range 🏘️ Property View
1099 K Report
Form 1099-K is a report of payments you got for goods or services during the year from credit, debit, or stored value cards such as gift cards (payment cards) and Payment apps or online marketplaces, also called third party settlement organizations or TPSOs.
📄 Tax Form 📅 Annual
Schedule E Report
IRS-ready rental income and expense summary by property, formatted for Schedule E (Form 1040) filing.
📄 Tax Form 📅 Annual
🏘️
Rental
8 reports
Current Tenants
Current tenants by property with contact information and lease details.
📋 Directory 📞 Contact Info
Delinquent Tenants
Tenants with outstanding ledger balances as of a specific date.
🚨 Alert 💰 Collections
Leases Ending
All leases that will end during a specified time frame.
📅 Date Range ⏰ Renewal Alert
Rent Paid
Rent balance due by property and tenant, i.e. lease date, recurring charges, credit, previous payments, and previous balance.
💰 Payment Status 📊 Detailed
Rent Roll
Rent balance due by property and tenant, i.e. lease date, market rent, recurring rent, credit, and deposits held.
📊 Overview 💵 Most Used
Tenant Statement
Tenants charges, credits, and payments by property during a specified time frame.
📄 Statement 📅 Date Range
Renters Insurance
All insured units.
🛡️ Insurance 📊 Coverage
Vacant Units
Vacant Units by Property.
🏚️ Availability 📊 Marketing
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Task
2 reports
Completed Tasks
Completed tasks by property, assignee, work order type and status during a specified time frame.
✅ Completed 📅 Date Range
Open Tasks
Open tasks by property, assignee, work order type and status during a specified time frame.
⏳ Active 📊 Action Items

Schedule E Report (Form 1040)

📄 Schedule E Report (Form 1040)

IRS-ready rental income and expense summary for tax filing

📋
IRS Form Ready
This report is formatted to match IRS Schedule E requirements. You can export this directly for your tax preparer or attach to your Form 1040. Always consult with a tax professional for filing guidance.

All Properties

PART I - INCOME
Rents Received $68,420.00
PART I - EXPENSES
5. Advertising $850.00
6. Auto and Travel $320.00
7. Cleaning and Maintenance $2,140.00
8. Commissions $0.00
9. Insurance $3,200.00
10. Legal and Other Professional Fees $1,500.00
11. Management Fees $6,842.00
12. Mortgage Interest $12,450.00
13. Other Interest $0.00
14. Repairs $4,680.00
15. Supplies $560.00
16. Taxes $8,900.00
17. Utilities $1,240.00
18. Depreciation $0.00
19. Other (list) $0.00
20. Total Expenses $42,682.00

General Ledger Consolidated

📒 General Ledger Consolidated

All debit and credit transactions for selected properties during a specified time frame

TOTAL DEBITS
$48,250.00
TOTAL CREDITS
$68,420.00
NET BALANCE
+$20,170.00
TOTAL TRANSACTIONS
127

Transaction History

123 Demo Street
DATE ↑ TYPE UNIT NAME DESCRIPTION DEBIT CREDIT BALANCE
Income
Rent Income
Total for Rent Income $0.00 $68,420.00
Expenses
01/15/2026 Expense N/A N/A Maintenance & Repairs $2,140.00 — $2,140.00
01/10/2026 Expense N/A N/A Insurance Premium $3,200.00 — $5,340.00
Total Expenses $48,250.00 —
Grand Total for 123 Demo Street
Total Debits
$48,250.00
Total Credits
$68,420.00

📊 18 Professional Reports

MyRentalSpot provides 18 comprehensive reports organized into three categories: Financial (8 reports), Rental (8 reports), and Task (2 reports). Each report supports date range filtering, property selection, and PDF/Excel export. Generate reports on-demand or schedule recurring delivery to owners.

  • 8 Financial reports (P&L, ledger, owner statements)
  • 8 Rental reports (tenants, rent roll, vacancies)
  • 2 Task reports (open/completed work orders)
  • Date range filtering (YTD, custom dates)
  • Property-specific or portfolio-wide
  • Export to PDF or Excel/CSV
  • Print-friendly formatting
  • Schedule recurring report delivery
  • Recently accessed quick links
  • Key metrics dashboard

📄 IRS-Ready Schedule E Report

Generate Schedule E (Form 1040) reports formatted to match IRS requirements for rental income reporting. The report automatically categorizes all income and expenses into the correct Schedule E line items. Select tax year, date range, and properties to include. Export directly to PDF for your tax preparer or CPA.

  • IRS Form 1040 Schedule E format
  • Part I Income section (Rents Received)
  • Part I Expenses (19 line items)
  • Automatic expense categorization
  • Select tax year (2025, 2026, etc.)
  • Property-specific or combined
  • Year to Date or custom date range
  • PDF export for tax filing
  • CPA-ready formatting
  • Total expenses calculation

📒 General Ledger Consolidated

Complete accounting ledger showing all debit and credit transactions for selected properties during any time period. The ledger includes transaction date, type, unit, name, description, debit amount, credit amount, and running balance. Perfect for reconciling accounts, audits, and understanding cash flow.

  • All debits and credits by property
  • Transaction date and type
  • Unit and tenant information
  • Detailed descriptions
  • Running balance calculations
  • Total debits and credits summary
  • Net balance calculation
  • Income section subtotals
  • Expense section subtotals
  • Filter by date range

Frequently Asked Questions

Q: What reports are available in MyRentalSpot?
A: MyRentalSpot offers 18 reports organized in three categories: Financial Reports (8) including General Ledger, Income Statement, P&L, Owner Statements, Property Statements, 1099-K, and Schedule E for taxes; Rental Reports (8) including Current Tenants, Delinquent Tenants, Leases Ending, Rent Roll, Rent Paid, Tenant Statements, Insurance Tracking, and Vacant Units; and Task Reports (2) for Completed and Open work orders.
Q: How do I generate a Schedule E report for tax filing?
A: Go to Reports → Financial → Schedule E Report. Select your tax year (2026, 2025, etc.), choose "Year to Date" or custom date range, and select which properties to include. Click "Run Report" to generate the IRS-formatted Schedule E showing Part I Income (Rents Received) and Part I Expenses across all 19 line items. Export to PDF and share directly with your CPA or tax preparer.
Q: Can I export reports to PDF or Excel?
A: Yes! Every report in MyRentalSpot can be exported to PDF (for sharing/printing) or Excel/CSV (for further analysis). Click the "Export" button on any report, choose your format, and download immediately. PDF exports maintain professional formatting perfect for sending to property owners or your accountant. Excel exports include all data columns for pivot tables and custom analysis.
Q: What is the General Ledger Consolidated report?
A: The General Ledger Consolidated shows all debit and credit transactions for selected properties during a date range you specify. It displays transaction dates, types (Income/Expense), units, tenant names, descriptions, debit amounts, credit amounts, and running balances. This is your complete accounting ledger - perfect for reconciling accounts, preparing for audits, and understanding exactly where money flows in and out of your properties.
Q: How do I see which tenants are behind on rent?
A: Run the "Delinquent Tenants" report under Rental Reports. This shows all tenants with outstanding ledger balances as of today's date. The report includes tenant names, property addresses, units, current balance owed, days overdue, and contact information. You can filter by property, sort by balance amount, and export to CSV for collections follow-up. The dashboard also shows "Outstanding Rent" at a glance.
Q: Can I filter reports by date range and property?
A: Absolutely! All MyRentalSpot reports support filtering by date range (Year to Date, Last Month, This Quarter, or Custom dates) and by property (single property, multiple properties, or all properties). Select your filters, click "Run Report", and the results update immediately. Save your favorite filter combinations for quick access to reports you run regularly like monthly owner statements.

Professional Financial Reports

18 reports including IRS-ready Schedule E and comprehensive ledgers

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