Owner Statement & Financial Summary

About this template

The Owner Statement & Financial Summary dashboard transforms raw accounting exports into polished financial reports that property owners actually want to read. Stop spending hours formatting Excel spreadsheets for owner distributions. **What you get:** - **Per-owner P&L view** — income, expenses, and net operating income broken down by owner and property - **Expense categorization** — automatic grouping by category (repairs, utilities, management fees, insurance, taxes) with drill-down to individual transactions - **Revenue breakdown** — rent collected, late fees, pet fees, parking, laundry, and other income streams by property - **Month-over-month comparison** — side-by-side financial performance across any date range - **Distribution summary** — calculated owner distributions after management fee deductions, reserves, and expenses - **Budget vs. actual** — compare actual spend against budgeted amounts with variance highlighting **How it works:** Export your owner statements or general ledger as a CSV from your property management software. The template maps your chart of accounts into standardized categories and generates presentation-ready financial summaries. Ideal for monthly owner reporting. Pre-configured for AppFolio owner statement exports. Includes a mapping guide for adapting to other platforms.