Skip to main content

Managing Properties & Transactions

How Nexus syncs your properties, income, and expenses from your letting agent's system, and how to view and review the transactions for each property.

Written by Oliver Chiang

Nexus automatically pulls your property information and relevant income and expense transactions directly from your connected property management system.

This includes:

  • Property

  • Rental income

  • Management fees

  • Maintenance expenses

  • Other recorded transactions managed by your property manager

By syncing this data automatically, Nexus provides a consolidated financial view without you needing to manually re-enter information. As your property manager updates records, Nexus reflects those updates to help keep your reporting accurate and up to date.

To view properties, simply select "Properties" from the navigation menu. You should be presented with a list of properties you own, based on Nexus records.


How to View Property Transactions

  1. Go to the Properties page
    From your dashboard, navigate to your list of properties.

  2. Select a property
    Click on the property you want to review.

  3. View Transactions
    You will automatically be taken to the property’s Transactions view.

  4. Review Income and Expenses
    Here you can see all synced income and expense transactions associated with that property, including those pulled from your property manager and any manually added transactions.


Adding Missing Transactions

Not all financial activity flows through your property manager.

Nexus lets you manually add transactions that aren't captured in the property management system. This may include:

  • Direct expenses you’ve paid yourself

  • Additional income not processed by the manager

  • One-off adjustments

  • Other out-of-system transactions

Adding these manually helps you build a more complete and accurate picture of your overall property performance. For step-by-step instructions, see Adding & Managing Transactions.


Bank Feeds (Coming soon)

To further streamline your workflow, Bank Feeds will be introduced in a future update.

Bank Feeds will allow you to securely connect your bank account so that relevant transactions can be automatically imported and matched to your properties. This will:

  • Reduce manual data entry

  • Improve accuracy

  • Ensure no transactions are missed

  • Provide a near real-time financial overview

Did this answer your question?