Track host finances
Use Finances to track income and expenses across your portfolio or by property.
For hosts · Updated September 30, 2026
What this is
Finances is a cash-basis bookkeeping view with KPIs, charts, a ledger, recurring expenses, and auto-added StayPerk payout income rows.
When to use it
Use this for month-end reconciliation, per-property performance checks, and daily expense tracking.
Steps
- Open Finances in the sidebar.
- Filter by All properties or a single property, then set date range (This month, YTD, Last 12 months, or Custom).
- Use Add income or Add expense to create manual ledger entries.
- In Category, start typing to pick an existing category or click Add "<name>" to create one instantly.
- Use the pencil icon in Category to rename or archive categories while keeping portfolio-wide reuse.
- Use Recurring expenses to add monthly rules that auto-generate expense rows when due.
What to expect
- System StayPerk payout rows are locked for amount edits and support notes-only updates.
- Net income, total income, total expenses, and net income YTD update based on selected filters.