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Getting Started

Dashboard Overview

Your RentFig dashboard provides a real-time financial snapshot of your rental portfolio. Track rent received, expenses, upcoming due dates, and key portfolio metrics at a glance.

Getting Started

  1. View your financial summary — The top cards show your monthly rent received and total expenses, giving you a quick financial overview.
  2. Check the For Your Attention panel — This highlights urgent items that need action, such as upcoming compliance deadlines or overdue rent.
  3. Monitor portfolio performance — The revenue chart shows income trends over time, and the occupancy gauge displays your current tenancy fill rate.
  4. Explore Accounting — Use the Accounting section to track income and expenses, reconcile bank transactions, and generate HMRC-ready reports — all built into RentFig.
  5. Explore other sections — Use the sidebar to navigate to Properties, Tenancies, Compliance, and other modules based on your needs.

Common Questions

Why is my dashboard showing different totals than my Accounting section?

The dashboard shows a summary snapshot. For a detailed breakdown, open Accounting → Profit & Loss and set your preferred date range and basis (cash or accrual).

Can I customize which cards appear on my dashboard?

Currently, the dashboard shows standard financial metrics for all users. We're exploring customization options in future releases.

How often does the dashboard data update?

The dashboard updates in real-time as you record transactions in RentFig.

Still need help?

Try our AI help bot — it can answer most questions instantly.

If it’s still not resolved, email us at support@rentfig.co.uk