How do I view the total owner(s) balance, total required reserve, and total distribution balance for an owner?

In order to view the total owner(s) balance, total required reserve, and total distributions balance for a particular owner, make sure you have assigned the necessary property(ies) to the owner and set up the percentage of ownership if more than one owner is assigned to a property.

This might be useful:

Can I connect owners to properties if I am a property manager?

If all is set, go to "Contacts" in the left side menu of your dashboard and select the "Owners" tab. You will see a list of owners. If you don't see the "Owners" tab, then make sure you are in Property Manager Mode.

For more information, please read:

How do I switch my account mode from Landlord to Property Manager?

Once you are in Property Manager Mode and see a list of owners, select the desired owner from the list and view their profile. Press the "View profile" button for the owner's profile.

The "Owner(s) Balance" tab shows the total balance for a period. All liabilities are excluded. The Owner’s Balance is calculated by subtracting total expenses from total income.

• Income includes actual payments received.
• Expenses are based on recorded transactions.

The "Required Reserves" widget displays the required reserve amount for all properties assigned to a specific owner. This amount is calculated by multiplying the value entered in the "Per Unit Reserve" field by the number of units in the property. If the "Per Unit Reserve" field is left empty, it defaults to zero.

Property reserves should be set according to the property type:

• For a single-family home, the reserve amount applies to the entire building as a whole.
• For a multi-unit property, the reserve amount is specified per unit, and the system automatically multiplies this amount by the number of units to calculate the total reserve for the property.

You do not need to manually enter the total reserve amount for all units; the system calculates it for you.

You can assign more than one owner to a property. In this case, you must provide the ownership percentage for each owner so the calculations are accurate. If more than one owner is assigned to a property, "Distribution Balance" is calculated according to the formula below.

Formula:

(Owner’s Balance – Property Reserve) × Ownership Share.

Note: Security deposits are excluded from this calculation.

• Owner’s Balance represents the total amount available for disbursement to the rental owner as an owner draw.
• Unlike the Owner’s Balance, the Distribution Balance accounts for the Property Reserve but does not include any held liabilities.

As a result, the Distribution Balance may be less than the total Owner’s Balance, reflecting the reserved funds that are set aside and unavailable for distribution.

Last updated:

Aug 6, 2025