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Good morning, Marcus

You have 3 AI drafts waiting for approval and 1 rent payment due today.

Monthly Rent
$8,400
↑ $200 from last month
Properties
4
6 total units
Tenants
5
100% occupied
Open Issues
2
1 urgent
AI Drafts Waiting View all →
AI Draft
2 min ago
Sarah Johnson · Unit 1A
"Hey, the pipe under my sink has been leaking since yesterday..."
"Hi Sarah, thank you for letting me know. I've contacted our plumber Mike and he'll reach out within 24 hours to schedule a visit. In the meantime, please place a towel under the leak."
AI Draft
1 hr ago
Marcus Chen · Unit 2B
"Hi, just wanted to check on the status of my rent payment receipt..."
"Hi Marcus, your October rent payment of $2,100 was received on Oct 1st. I've attached your receipt. Let me know if you need anything else!"
Rent This Month View all →
SJ
Sarah Johnson
Unit 1A
MC
Marcus Chen
Unit 2B
Due Today
AP
Aisha Patel
Unit 3C
JW
James Wilson
Unit 4A
3 Days Late
Recent Activity
Aisha Patel paid $1,950 rent
Today, 9:14 AM
Maintenance request from Unit 1A
Today, 8:30 AM
James Wilson rent overdue by 3 days
Yesterday
Lease renewal due in 30 days — Unit 2B
Oct 28
123 Maple Street
Chicago, IL · 3 bed / 2 bath · Single Family
Rent
$2,100
Status
Occupied
Tenant
M. Chen
456 Oak Avenue, Unit 1A
Chicago, IL · 2 bed / 1 bath · Apartment
Rent
$1,800
Status
Occupied
Tenant
S. Johnson
789 Pine Road
Evanston, IL · 4 bed / 3 bath · Single Family
Rent
$2,550
Status
Occupied
Tenant
A. Patel
321 Elm Street, Unit 4A
Chicago, IL · 2 bed / 2 bath · Apartment
Rent
$1,950
Status
Late Rent
Tenant
J. Wilson
Pending Approval 3 drafts
Maintenance Reply
2 min ago
→ Sarah Johnson, Unit 1A
"The pipe under my kitchen sink has been leaking since yesterday morning. There's water pooling under the cabinet."
"Hi Sarah, thank you for letting me know about the leak. I've already contacted our plumber Mike (555-8832) and he'll reach out to you within 24 hours to schedule a visit. In the meantime, please place a towel or small bucket under the cabinet to catch any dripping. I'll follow up to confirm the appointment. Sorry for the inconvenience!"
Late Rent Reminder
1 hr ago
→ James Wilson, Unit 4A
Rent overdue by 3 days — AI generated reminder
"Hi James, hope you're doing well. I wanted to reach out as your November rent of $1,950 was due on the 1st and I haven't received it yet. Could you let me know when to expect payment? A late fee of $50 applies after the 5th per your lease. Please reach out if you're having any issues — happy to discuss. Thank you!"
Lease Renewal
3 hrs ago
→ Marcus Chen, Unit 2B
Lease expires in 30 days — AI generated renewal notice
"Hi Marcus, I wanted to give you advance notice that your current lease expires on December 1st. I'd love for you to stay — you've been a wonderful tenant! I'm offering lease renewal at $2,200/month (a $100 increase reflecting current market rates). Please let me know by November 15th if you'd like to renew so I can prepare the paperwork."
Sent This Month
Approved rent receipt to Aisha Patel
Today 9:20 AM
Approved welcome message to new tenant
Oct 29
Approved maintenance update to Unit 3C
Oct 27
Approved late rent reminder to Unit 2B
Oct 25
Approved lease renewal to Unit 1A
Oct 20
AI Inbox Settings
Maintenance replies
Always require approval
ON
Rent reminders
Auto-send after 3 days
REVIEW
General questions
Always require approval
ON
Collected
$5,850
3 of 5 tenants paid
Pending
$2,100
1 due today
Overdue
$1,950
3 days late
November 2025 — Rent Status
TenantPropertyAmountDue DateStatusAction
SJ
Sarah Johnson
456 Oak Ave, 1A$1,800Nov 1
MC
Marcus Chen
123 Maple St$2,100Nov 1Due Today
AP
Aisha Patel
789 Pine Rd$2,550Nov 1
JW
James Wilson
321 Elm St, 4A$1,950Nov 13 Days Late
RL
Rachel Lee
456 Oak Ave, 2A$1,500Nov 1
Open Requests 2 open
Leaking pipe — kitchen sink
Sarah Johnson · Unit 1A · Reported today 8:30 AM
Urgent
Flickering lights — bedroom
Marcus Chen · 123 Maple St · Reported Oct 29
Scheduled
Resolved This Month
HVAC filter replacement
Aisha Patel · 789 Pine Rd · Resolved Oct 25
Broken blinds — living room
Rachel Lee · Unit 2A · Resolved Oct 20
Door lock replacement
James Wilson · Unit 4A · Resolved Oct 15
Active Leases
TenantPropertyMonthly RentStart DateEnd DateStatusAction
Sarah Johnson456 Oak Ave, 1A$1,800Jan 1, 2025Dec 31, 2025Active
Marcus Chen123 Maple St$2,100Dec 1, 2024Nov 30, 2025Expires 30d
Aisha Patel789 Pine Rd$2,550Mar 1, 2025Feb 28, 2026Active
James Wilson321 Elm St, 4A$1,950Jun 1, 2025May 31, 2026Active
Rachel Lee456 Oak Ave, 2A$1,500Sep 1, 2025Aug 31, 2026Active
Total Expenses
$3,240
This month
Net Income
$5,160
↑ 8% vs last month
Tax Deductible
$2,890
89% of expenses
Expenses by Category
Repairs & Maint.
$1,240
Insurance
$680
Property Tax
$590
Utilities
$380
Software
$350
Recent Expenses
DescriptionPropertyAmountCategory
Plumber — sink repairUnit 1A$380Repair
Monthly insuranceAll$340Insurance
HVAC service789 Pine$220Repair
Electric bill123 Maple$95Utility
All Tenants
TenantPropertyRentLease EndStatusExpenses This MonthActions
SJ
Sarah Johnson
456 Oak Ave, 1A$1,800/moDec 31, 2025
$380
Plumber · sink repair
MC
123 Maple St$2,100/moNov 30, 2025 Due Today
$220
Electrician · flickering lights
AP
789 Pine Rd$2,550/moFeb 28, 2026
$340
HVAC · filter & service
JW
James Wilson
321 Elm St, 4A$1,950/moMay 31, 2026 3 Days Late
$155
Locksmith · door lock
RL
456 Oak Ave, 2A$1,500/moAug 31, 2026
$85
Handyman · broken blinds
For preparation only. This tool organizes your expenses and suggests IRS Schedule E categories — it does not file taxes or provide tax advice. Every categorization requires your approval. Always review the final report with a licensed CPA before filing.
Total Deductible
$9,840
89% of expenses
Needs Review
4
Awaiting your approval
Missing Receipts
2
Upload to complete
Approved Items
23
Ready for CPA
Needs Your Approval 4 pending
AI Suggested
456 Oak Ave
Home Depot — $340
Purchased Oct 14 · "lumber, paint, misc hardware"
AI Suggested Category
Schedule E · Repairs & Maintenance
Fully deductible if used for rental property upkeep
AI Suggested
789 Pine Rd
State Farm Insurance — $680
Auto-pay Oct 1 · "property insurance premium"
AI Suggested Category
Schedule E · Insurance
Fully deductible rental property insurance
Needs Clarification
123 Maple St
Amazon — $215
Oct 22 · "various household items"
⚠ Ambiguous — Cannot Auto-Categorize
Description is too vague to confirm deductibility. Please clarify what was purchased — if rental supplies, likely deductible; if personal items, not deductible.
Approved Deductions by Category
Repairs & Maint.
$3,840
Insurance
$2,380
Property Tax
$2,200
Utilities
$870
Software/Fees
$550
Missing Receipts 2 missing
Plumber — $380
456 Oak Ave · Oct 3 · No receipt on file
Property Tax — $590
321 Elm St · Oct 15 · No receipt on file
Ready to Export for CPA?
23 expenses categorized & approved
All 4 properties included
4 items still need your approval
2 receipts missing
Resolve the 4 pending items and 2 missing receipts before exporting for best results.
Total Net Income
$5,625
↑ $340 vs last month
Avg Occupancy
96%
↑ 2% vs last year
Expense Ratio
33%
↑ 3% vs last month
Best Performer
789 Pine Rd
Highest ROI this month
Net Income by Property This month
789 Pine Rd
$2,550 − $340 exp $2,210
123 Maple St
$2,100 − $220 exp $1,880
456 Oak Ave
$3,300 − $465 exp $835
⚠ High expense ratio this month — plumber + HVAC
321 Elm St
$1,950 − $155 exp $700
⚠ James Wilson rent 3 days late — impacts net
Property Health Score
Weighted score based on rent reliability, expense ratio, and vacancy rate.
789 Pine Rd
100% paid · low expenses
94
Excellent
123 Maple St
Rent due today · moderate exp
81
Good
456 Oak Ave
High expenses this month
62
Watch
321 Elm St
Late rent · locksmith expense
48
At Risk
Expense Breakdown by Property
Property
Repairs
Utilities
Total
789 Pine Rd
$250
$90
$340
123 Maple St
$130
$90
$220
456 Oak Ave
$380
$85
$465
321 Elm St
$80
$75
$155
Total
$840
$340
$1,180
6-Month Net Income Trend All properties
$4.9k
Jun
$5.1k
Jul
$4.7k
Aug
$5.3k
Sep
$5.2k
Oct
$5.6k
Nov
Best month in 6 months 📈
Profile
MJ
Marcus Johnson
Pro Plan
Vendor Contacts
Mike's Plumbing
555-8832 · Plumber
Active
Joe's Electric
555-4421 · Electrician
Active
Cool Air HVAC
555-9910 · HVAC
Active
AI Preferences
Communication Tone
Your Name (used in drafts)
Late Rent Grace Period
Subscription
Current Plan
Pro $29/mo
Next billing: December 1, 2025