Property Portfolio Tracker

Track cash invested, profitability, yield, equity growth and return across every property.

Restore backup

Today’s Attention

The highest priority items across compliance, rent and repairs.

Quick Actions

Fast routes for the jobs you do most often.

Portfolio Holdings

Every property in one clear tracking view.

Compliance Warnings

Missing, expired and upcoming certificate deadlines across every property.

Rent & Arrears Warnings

Portfolio-wide rent due, overdue payments and tenancy renewals.

Maintenance & Repair Warnings

Urgent jobs, overdue repairs, open works and final costs across the whole portfolio.

Cash Flow Ranking

Which properties are generating the strongest monthly profit.

Portfolio Signals

Best performer, best yield, fastest recovery and weak assets.

Properties

Select a property to open its dedicated workspace.

Property Directory

Each property opens on its own page.

Choose a property

Property

Dedicated property workspace

Property Overview

Core ownership, purchase and status information.

Property Input

Add purchase details, mortgage, upfront costs, income and ongoing expenses.

Completion Statement Upload

Import an Excel, CSV or text-based PDF completion statement, then review the property before saving.

Statement file

Manual entry is still available below.

Property Comparison

Compare yield, ROI, cash flow, equity and payback period property by property.

Historical Tracking

Record monthly income, expenses, property value and mortgage balance over time.

Property Month Income Expenses Property Value Mortgage Balance

Mortgage & Refinance Tracking

Monitor lender, product, interest rate, monthly payment, product end date and balance.

Bank Feed & Transaction Matching

Import bank CSV files, match rent and expenses to properties, then track real cashflow.

Import Bank CSV

Safe first step: upload exported CSV statements. Do not enter bank passwords here.

Import to Property Bank CSV Filter Property Filter Category

Choose a property and upload a CSV exported from the bank.

Transaction Matching

Set the category and property for each line. Unmatched lines stay highlighted.

Accounts

Track tenant invoices, supplier bills, expenses, debtors and creditors by property.

Create Invoice / Bill

Create a professional invoice, save it to the ledger, and send it by email.

Customer

Choose the property and who this invoice is going to.

Property From Company Contact / Supplier / Tenant Email To

Invoice settings

Invoice type, number, dates and payment status.

Type Invoice Number Invoice Date Due Date Status Paid Date

Items

Add one or more invoice lines. Amount is calculated from quantity × unit price.

Send & save

Download a PDF, email the PDF invoice, or save it to the accounts ledger.

Email Message

Create invoices, supplier bills and expenses above.

Accounts Ledger

Debtors are unpaid tenant invoices. Creditors are unpaid supplier bills and expenses.

Filter Property Filter Status

User Access

Add Google accounts and control who can view, edit or manage the portfolio.

Account Sync

Connect the portal to the existing LQB account system for cloud property records.

Email Name Password

Not connected.

Add User

Enter the Gmail or Google Workspace email address that should be allowed into the portal.

Google Email Name Role

Access Rules

Simple role structure for portfolio control.

Approved Google Accounts

Only active users listed here should be able to access the portal.

Property Portfolio Tracker

Sign in

Create First Owner

Welcome to LQB Group

Property Portfolio Tracker

Today’s Attention

Quick Actions

Portfolio Holdings

Compliance Warnings

Rent & Arrears Warnings

Maintenance & Repair Warnings

Cash Flow Ranking

Portfolio Signals

Properties

Property Directory

Property

Property Overview

Financial Details

Property Documents

Compliance & Certificates

Tenants & Rent

Rent Payment History

Maintenance & Repairs

Property Input

Completion Statement Upload

Review imported property

Property fields to save

Property Comparison

Historical Tracking

Mortgage & Refinance Tracking

Bank Feed & Transaction Matching

Import Bank CSV

Transaction Matching

Accounts

Create Invoice / Bill

Customer

Invoice settings

Items

Send & save

Preview

Accounts Ledger

User Access

Account Sync

Add User

Access Rules

Approved Google Accounts