How to View a Portfolio Ledger
This article will show you how to view and understand the Portfolio Ledger. It will show all the increases and decreases to that ledger along with the balance on it.
The portfolio ledger is a combination of every single transaction that has happened on every property and lease under this portfolio. You will be able to view every one of these transactions by clicking the hyperlinks attached. You will also get a breakdown of what account all the money is in. For example, you will be able to see all of the money that you have in accounts flagged as "Held Liability". You can also hover over the black 'i' icon to get a breakdown of why money is in this account.
From the navigation menu, select Portfolio, and the portfolio you want to view
Select Ledger from the top navigation menu. The ledger will show all financial details for that portfolio, along with all the increases and decreases to that ledger, with the balance attached.
For more information on the balances at the top of the page, click here
Lastly, you can customize the report and add additional filters by selecting the "Edit Report" button. You can also add columns by clicking the right navigation to view all columns.
