Real Estate Investar Training

What is a Chart of Accounts?

A Chart of Accounts (CoA) is a list of all the incomes, expenses, assets and debts a person or company has or owns used in the general ledger of an accounting system. 

Real Estate Investar has worked with Xero to produce an investor focused CoA, but for everyone the CoA will be different based on your unique circumstance. This can be customised by the user.

Where do I find My Watchlist?

1. Click on Investar Search.
2. Click on "My Watchlist" and the screen will expand listing any properties that have been added to your Watchlist.

How do I add a property in to Portfolio Tracker?

1. Click on Portfolio Tracker > My Properties > Add a new property. 
2. Follow the prompts and enter all the information relevant to your property.
3. Save. 
   
    
   

   How to add a property into Portfolio Tracker

   
   
    

How do I add a new contact to my phone book in Portfolio Tracker?

1. Click on Portfolio Tracker > My Phonebook > Add a new contact.
2. Complete the fields and click "Save". 

What time will my bank feeds arrive?

How do I add a new property into Property Analyser?

1. Click on Property Analyser.
2. Enter the property address, property type, land area, number of bedrooms, bath and car parks and click Add property.
3. To use the loan details and expenses that you've set up from your default profile, tick the box "Use my default profile".
4. Follow the prompts and add/update any information, when you reach the last page Tax & market, click Results to run the Property Analyser report. 

Why does my property show $0 depreciation in Property Analyser?

The amount of depreciation you may be able to claim depends on many factors, including your property's age, quality of construction and your income bracket. 

Does Xero own my data?

What is Xero?

Xero is a global software company with offices in the United States, United Kingdom, Australia and New Zealand.

Xero is the emerging leader in online accounting software, providing investors, small and medium business owners with real-time visibility of their financial position in a way that’s simple, smart and secure.

How to create entities in Portfolio Tracker?