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Track your properties, manage expenses, and grow your portfolio with PropZy.
Track your properties, manage expenses, and grow your portfolio with PropZy.
See how your property portfolio fits into your overall financial picture.
The personal budgeting tool brings together your personal finances and your property portfolio data into a single view. It uses the figures you've configured in budget settings — income, living expenses, and financial commitments — and combines them with your portfolio's rental income and property expenses.
The result is a clear picture of your overall financial position, showing how much surplus (or shortfall) you have after all income and expenses are accounted for.
The budgeting tool displays a breakdown of your finances:
PropZy can also generate a budget narrative — a plain-language summary of your budget position with actionable insights.
The personal budgeting tool automatically pulls in financial data from your property portfolio. This includes:
You don't need to re-enter any property-related figures — they flow through automatically from the data you've already recorded in your portfolio. This keeps your budget accurate and up to date as your portfolio changes.
If you already track your budget in a spreadsheet or have bank statements, you can import directly instead of adding categories one by one. Click the Import button in the Expense Management section to open the import wizard.
The wizard supports Smart Import — upload any document type and the system automatically determines the best approach:
You can upload up to 10 files at once (30MB total) to consolidate expenses from multiple sources. Duplicate categories across files are merged by summing amounts.
Drag and drop or browse for files — CSV, Excel, PDF, or images (up to 10 files)
Review extracted data with confidence indicators, edit amounts, exclude rows
Choose merge strategy (append or replace) and confirm
A downloadable CSV template is available in the upload step if you need a starting point.
Explore how to model your portfolio's future growth: