How do I add/edit/remove property insurance to/from my property?
Financials section includes the information about property insurances: homeowners insurance, flood and earthquake insurance, property loans; amount, interest%, loan type, start/end loan date and bank, and property purchase information; purchase price, depreciable years and annual depreciation:
In order to add property insurance information, please go to the Portfolio page on the left side menu, switch to the Properties subpage and click on the desired property:
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Select the “Financials“ tab and click “ + add“ on the Insurance section. Fill in all required fields and press the “Create“ button.
Please note!
You can add up to 10 insurance policies.
Insurance can be added just for a property, but not for a unit.
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To edit previously added property insurance information, hover on the insurance record and click on the “Edit” option. Enter the necessary information and press the “Update“ button to save the changes:
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If you would like to remove the current property insurance information, hover on the insurance record and click on the “Delete“ option and confirm this action:
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Last updated:
Feb. 20, 2025