How to move property from one portfolio to another portfolio. We have initially assigned all properties in one portfolio, however, now we want to group them in separate portfolios.
@shownottelltwo Sure. Just grab the “grid” icon that appears to the left of the thumbnail photo on your Properties page when you hover over the Property. Then drag the Property to the correct Portfolio.
Will that switch all the historical transactions to the new portfolio?
I’ve started a new LLC and am moving one property to it for the new year.