If I’m using an LLC to manage my properties (not a property manager, but all my properties are under the LLC), is there a way to record LLC related expenses (not property specific) in some way? I know that I can add those under the “Profile” tag, however, I’d like to separate those expenses from the rest of the property/portfolio related expenses.
@michael.perstin The best way to do this would probably be to use a specific sub-category, like “Admin & Other > Licenses” or “Legal & Professional > Legal” and then assigning them at the Portfolio level instead of to a specific Property. That will automatically create an additional column on your reports when viewing “By Property” that shows all Portfolio-level data in a separate bucket.
Learn more about Assigning Transactions & Reporting: Portfolios, Properties, and Units
Hope that helps!