Simple Property Ledgerby My First Home Inc.Visual tutorial · Mac
Set up one property.
Follow the record from start to backup.
Use an example property first. Each lesson shows the screen information to look for.
Start the tutorialStep 1 of 8
Choose the Portfolio Library
- Open Simple Property Ledger.
- Choose a local, external-drive, or iCloud Drive folder.
- Keep this folder available whenever you use the app.
Result: The app can create property folders and portable records in the selected location.
Next: Add the first propertyStep 2 of 8
Add the first property
- Choose Add Property in the sidebar.
- Enter the address near the top.
- Expand only the sections you need, then save.
Result: The property appears in the sidebar and Portfolio Overview.
Next: Import and review documentsStep 3 of 8
Import and review documents
- Drop PDF, JPEG, or PNG files into the property.
- Compare the original page with the recognized text.
- Confirm or change the suggested folder and filename.
Result: Each approved file is copied into its reviewed property folder.
Next: Add tenants and leasesStep 4 of 8
Add tenants and leases
- Open the property and choose Tenants & Leases.
- Select the unit and add a current or previous tenant.
- Import a lease or enter the details manually.
Result: Current and former tenant history remains organized by unit.
Next: Record rent receivedStep 5 of 8
Record rent received
- Choose Record Rent Received from the property.
- Select the unit, amount, and received date.
- For a partial payment, enter only the amount received.
Result: Outstanding and late rent remain visible on the property and portfolio screens.
Next: Record income and expensesStep 6 of 8
Record income and expenses
- Choose the property, date, category, and amount.
- Drop in the matching receipt when available.
- Keep mortgage principal and interest separate.
Result: Property and yearly totals update with their supporting records.
Next: Create the accountant summaryStep 7 of 8
Create the accountant summary
- Open Accountant Export.
- Choose the year and one property or the full portfolio.
- Review totals and unresolved documents before exporting.
Result: Every exported rent and expense entry identifies its property.
Next: Create and verify a backupStep 8 of 8
Create and verify a backup
- Open Backup & Restore.
- Choose the location and optional password protection.
- Confirm the successful backup date and keep another copy.
Result: A complete backup is available at the location you selected.
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