Add/ Edit Property Valuation on Mobile
Step 1. Open the menu bar and select the property you wish to view, add, or edit property valuation details.
Step 2. Click on the edit icon in the top right corner of the screen. This will take you to the property details.
Step3. Scroll down and click on ‘Valuation’.
- Note: You can easily add these details when you set up the property - or come back to it and add them later.
Step 4. Edit or add relevant details. This will automatically work out your Net Gain/Loss.
Step 5. Hit the back arrow.
Step 6. Click 'Save' to save any changes made.
Add/ Edit Property Valuation on Desktop
Step 1. Navigate to the properties page via the left-hand menu.
Step 2. Choose the property that you want to add your valuation to.
Step 3. Click on "Edit Property". This will take you to the property details.
Step 4. Scroll down and select valuation.
Step 5. Enter the property valuation details and save.
Tracking your Gains
To track your capital gains you can use the valuation feature paired with our net worth report.
Valuation allows you to enter the property purchase price and its current valuation and will work out the percentage and amount gained for you.
You can then run a net worth report for one or all of your properties to gain a clear oversight into your portfolio's current net worth or an individual property’s gains for tax purposes.