Less reading.
More “show me.”

1. Set up StayTally and your first property

Read the product and privacy notes, then check your region, currency, number and date format, time zone and first day of the week. Add a clearly named property. The recording uses Lake House – West and Central Time – Chicago.

Choose Part of the property. Enter 2,000 sq ft as the total floor area and 700 sq ft as the guest floor area. The app shows a 35% rental area. Under How to share costs, select Based on rental space for this example.

Pay me back for costs I cover is optional reimbursement tracking. The recording turns it on and leaves Include the mortgage loan repayment unchecked. Review listing platforms; they can be left unchecked. Choose Explore the app first, review your settings and tap Finish setup.

2. Add the second property

From Overview, open Properties using the property icon and tap Add property. Name it Lake House – East. Choose Part of the property, enter the same 2,000 sq ft total and use 1,300 sq ft for the guest area. The app shows 65%.

Select Based on rental space, review the optional reimbursement settings and choose listing platforms as appropriate. The recording selects Airbnb for East. Tap Add property to save.

3. Create the shared-building group

Open Property groups → Add group and name the group Lake House. Enable Shared building because these rentals occupy the same building. Select West and East, then check the rental areas of 700 and 1,300 sq ft and the whole building area of 2,000 sq ft.

The private or unassigned area is 0 sq ft in this example. Confirm that the areas are correct and each space is counted once, then tap Add property group. Return to Overview, open Scope, select Lake House and tap Use this group to see both rentals together.

1. Export the file from Airbnb

In Airbnb’s hosting interface, open Menu → Earnings. Scroll to Paid and tap View all paid. Check the date, listing and earnings filters, then tap Export CSV. Choose Download CSV, review the included columns and tap Export CSV. The recording leaves all available export columns selected.

Profile images, account details and financial figures are blurred in this guide. The menu names, export settings and buttons remain visible so you can follow the same steps.

2. Save the CSV on your phone

Use the phone’s share or save interface to save the file somewhere you can find again. This recording uses Cx File Explorer and the Downloads folder. Another Android phone may offer a different file app.

A file named CSV exported.csv already exists in the recording. Rename the new file to keep both, or overwrite only if you intend to replace the old copy. The recording replaces that same-name export, then shows the saved CSV in Downloads. Return to StayTally.

3. Import the file and match its listing

Open More → Imports & exports → Import Airbnb CSV. Review Include future bookings and the Gross earnings & platform fees information. Future bookings are off in this example; those bookings would be scheduled stays, not income received. Automatic fee estimates are available, but this recording does not configure them.

Tap Choose Airbnb CSV, open Downloads and select the file you exported. If the listing needs a match, tap Choose property and select the correct rental. This example selects Lake House – East even though the app started in the Lake House group view. Only properties configured for the detected platform are offered.

Check the property and Airbnb platform, tap Review mapping, review the listing match and choose Save and continue. The listing identifier is blurred in the video. Check your own match carefully; it will be remembered for later imports.

4. Review the import before saving

Read the import checks and tap Review import. The recording explains that bank transfers are not added again because their earnings are already represented by booking and adjustment entries. Review the included and excluded row counts, future-booking choice, fee information and import summary.

This file also produces an overlapping-reservations warning. The screen says income will be saved, but the dates or cancellation status need checking in Activity before those nights are counted. Follow any warnings for your own file. The recording does not resolve those overlaps or demonstrate cancellation corrections.

When the review is correct, tap Finish and save and wait for Your import is saved. Private revenue and fee totals are blurred; the recording’s save result is preserved.

5. Check the saved import

Review the property and summary on Import complete. Expand Imported entries to inspect bookings, and About this import for import and support details. Booking dates, the import timestamp and reference are hidden in this guide. View import history is available for returning to previous imports.

Tap Finish to return to Overview. The recording shows the group dashboard after the import; its private financial totals are blurred. Check the dashboard’s scope, period and measure when reviewing your own results.

1. Find the payout screenshot

In Airbnb hosting, open Menu → Earnings, scroll to Paid and open the relevant payout. Capture the details as a screenshot. This example shows USD 83.00 earnings for one night, a USD 12.87 service fee and a USD 70.13 total. Names, profile images, banking details and private references are hidden in the guide.

2. Attach it to an income entry

In StayTally, use Add → Income. Tap Add document, choose Choose photo or PDF, and select the saved screenshot. Wait for the document to be read. The private image-picker screens are omitted from this video. The form also allows you to enter details yourself, but this walkthrough uses document reading.

Check the selected property and income source. This example uses Lake House – East and Airbnb. The document panel identifies the payout as the amount sent after fees or adjustments; keep that distinction in mind when reviewing booking income.

3. Check dates, income and fees

Review Payment & stay. The recorded entry is Reservation or stay, with payment date October 3, 2026, check-in October 2 and check-out October 3, and status Completed. Check the payment date against your own records, including any difference between a payout being sent and arriving. Checkout day is not a booked night.

Under Income & fees, the example uses Income and fees separately: USD 83.00 booking income, USD 0.00 cleaning fee, USD 0.00 other income and USD 12.87 platform fee. Check every amount before tapping Review income.

4. Review before continuing

The review shows the property, income source, dates, one booked night and USD 70.13 income after platform fees. Check the summary and document, confirm These amounts and dates are correct, then tap Finish and save. In this recording, a possible-duplicate check interrupts the save: nothing new has been saved yet.

5. Compare and discard the duplicate draft

On Possible duplicate, compare the new entry with existing records. Check the payout, gross earnings, platform fees, income date and stay dates. The matching record in this walkthrough has the same stay dates and amounts, and Added from identifies CSV import. View existing record is available for a closer look, although the recording compares the details on this screen.

Because this is the same income already imported, choose Discard new record. Read and confirm the dialog: the new entry will not be saved, and the existing record stays unchanged. The video returns to Overview with New record discarded. No duplicate income is added.

Save anyway is available when you have verified that an entry is a separate record. It is not used here. Follow the evidence in your own records before making that decision.

1. Add the receipt and check its details

Choose Lake House – West in Scope, then tap Add → Expense. Under Your receipts & invoices, tap Add document and choose a receipt photo or PDF. Read the sharing prompt before choosing Send & read document. The file-picker view is omitted from this guide.

Wait for the suggested details and check them against your receipt. Confirm that the expense applies to One property and Lake House – West. The recording uses Quick Add vendor to save DOLLAR GENERAL with Supplies selected, then checks the expense date and $44.61 whole-receipt total.

2. Choose the purchases and expense use

For a mixed receipt, switch to Selected items and tick only the rental purchases. This example selects four of six items. Review their amounts, discounts and tax. For Calculate my share, confirm that all receipt items are listed and taxable items use the same tax rate only when those conditions are true. The demonstrated selected total becomes $24.70, including its calculated tax share.

The recording next switches back to Whole receipt, restoring $44.61. It shows the Expense use choices, briefly selects Shared with personal space, then returns to Entirely for the rental. Those are the settings saved in this demonstration. Choose the settings that match your own purchase, then tap Review expense.

3. Review, save and find the record

Check the property, vendor, category, date, amount and attached document. Select Needs reimbursement only if you need that cost repaid. Confirm that the amounts and dates are correct, then tap Finish and save.

Open Activity. The saved $44.61 expense appears under Lake House – West. East has no expense from this entry. The Lake House group includes West, so its Activity view includes the same record; this does not create another expense or move it to East.

4. Review the reimbursement

Open More → Reimbursements. Check the property or group, year and status filters. The recording switches to All properties with All years and Unpaid selected, then opens June 2025 to show the $44.61 DOLLAR GENERAL record for West.

Mark as paid opens a confirmation. Confirm paid only after you have received the reimbursement. It records that payment status; no money is transferred and original income and costs do not change. The recording chooses Cancel and ends with the reimbursement still Unpaid.

1. Add a bill document

Tap Add → Utility bill, then Add document. Choose a bill photo or PDF, read the sharing prompt and choose Send & read document when ready. Wait for the suggested details and check them against the bill. The guide omits the file-picker view and shortens the reading wait. You can also enter details manually without a document.

2. Choose the scope and check the bill

The form starts with One property and Lake House – West. For a bill belonging only to one rental, keep One property and select the correct rental. In this recording the bill is shared: change Applies to to Property group, choose Lake House and check that West and East are each included once.

Review the AT&T provider and Internet service. The recording uses Quick Add provider, confirms Internet and taps Save to keep the provider for later use. For a different utility, select the service or services on your bill.

Check the payment date, billing period and charges. This example uses September 16, 2025, service dates August 27–September 26, 2025, and $80.14 in charges. The charges field is for this bill’s cost, excluding unpaid balances from earlier bills. Service dates are needed for the rental-share calculation. Tap Review utility when the details are ready.

3. Review the split and save

The review shows Whole building – Shared by floor area, using each listing’s Cost & rental settings. West is 35% of the building and receives $28.05; East is 65% and receives $52.09. Private space is $0.00, so the rental cost total is $80.14 in this example. Check the split for your own setup rather than copying these percentages.

Select Needs reimbursement only when appropriate. The recording selects it, confirms that the amounts and dates are correct, and taps Finish and save. The app confirms that the utility was saved.

4. Find the bill in Activity

Open Activity in West’s scope to see its $28.05 property share. Switch Scope to East to see $52.09, then choose Lake House → Use this group to see the $80.14 group bill. These views show the same saved bill and its shares; you do not need to enter the bill again for each property.

Open the AT&T record to review its full total, service dates, reimbursement marked Needed and property breakdown. The two saved property shares total $80.14. The saved document can be opened from Documents; the recording shows that link without opening the bill.

1. Add a monthly statement

Open Scope, choose Lake House, check West and East, and tap Use this group. Tap Add → Mortgage statement. Keep Monthly selected and use Add document to choose a photo or PDF. Read the sharing prompt before choosing Send & read document. Check the suggested details against the original statement before saving. The file-picker view and part of the reading wait are omitted from this guide.

2. Choose the lender and statement scope

Check the included properties and tap Add lender. Replace the suggested contact name with a clear name; this example uses Bank name. Available for controls where the saved lender contact is available: All properties, One property, One property group or Selected properties. The recording keeps One property group / Lake House and saves the lender.

Back on the statement, Applies to controls which rental or group receives this statement. For an individual rental, choose One property and select it. This recording shows that option, keeps Property group, then checks Lake House and its two members.

3. Review the amounts, shares and reimbursement choices

Check the statement date of August 6, 2026 and the cost month of August 2026. Enter the full statement amounts before reviewing each rental’s share: $237.43 principal, $1,082.80 interest and $302.60 escrow. Tap Review statement.

The review shows West’s shares of $83.10 principal, $378.98 interest and $105.91 escrow, and East’s shares of $154.33 principal, $703.82 interest and $196.69 escrow. Check the allocation for your own properties. Share settings is available below the breakdown; this recording leaves it collapsed.

Select Needs reimbursement if appropriate. Include principal in reimbursement is a separate option to include the rental share of the loan repayment. The recording demonstrates turning it on, then turns it off before saving. The saved reimbursement therefore excludes principal. Confirm the amounts, dates and property shares, then tap Finish and save.

4. Record one reimbursement as paid

Open More → Reimbursements. Check Lake House, cost-type filters, Group by Month, All years and the status filter. August 2026 has four interest and escrow entries totaling $1,385.40. The initial pending total of $1,510.15 also includes the earlier $80.14 utility bill and $44.61 expense.

Open August, then West’s $105.91 escrow entry. Review its original cost and eligible share, choose Mark as paid and read the confirmation. Confirm paid only when that reimbursement has been received. The recording confirms it: this entry becomes Paid and August becomes Partly paid. No money is transferred, and the original costs and income remain unchanged.

5. Record the remaining reimbursements together

Back on Reimbursements, Unpaid shows August’s three remaining entries totaling $1,279.49. Switch to All records to include the paid entry too: August then shows four records, $1,385.40 and Partly paid. The pending total across the listed months is $1,404.24.

Open August, scroll down and choose Mark as paid. The confirmation identifies the three remaining reimbursements and their $1,279.49 total. Review both before confirming repayment. The entry already marked paid is not counted again. After confirmation, August is Paid and pending reimbursement falls to $124.75.

The remaining $124.75 is the earlier $80.14 utility bill plus the $44.61 expense. The recording opens September 2025 and shows the utility’s $28.05 West and $52.09 East shares still Unpaid. Only the selected August reimbursements changed. Partial reimbursement and correction controls appear in the interface but are not demonstrated here.

1. Read a property dashboard

Start on Overview and check Scope at the top. This example begins with Lake House – East and Current year. The gross-revenue card shows USD 6,410.43 before platform fees. Read the card’s dates: January 1 through December 31, 2026.

Scroll to Rental-share cost breakdown. It totals USD 1,080.95: USD 347.99 platform fees, USD 29.14 bills and other expenses, and USD 703.82 mortgage and other interest. The card explains that principal and capital purchases are separate. Rental-share net is USD 5,329.48, with fees deducted once.

Read each Partial explanation. In this yearly view, gross revenue covers a partial period, while the cost and net cards say some records are incomplete or estimated. The label is a reason to check the accompanying note and source records.

2. Switch to a group or the portfolio

Tap Scope to open Choose what to view. Individual properties, property groups and All properties are available. Choose Lake House, check its West and East members, then tap Use this group.

Check that Scope now says Lake House. The same year shows USD 1,459.93 in rental-share costs, including USD 1,082.80 mortgage and other interest across the group. Return to the scope selector and choose All properties for Entire Portfolio. In this example, the portfolio contains the same two properties as the group, so their combined totals match.

3. Change the dashboard period

From Overview, open Choose & edit dashboard using the buildings icon beside the heading. On Dashboards, tap Customize dashboard, then Display options. Open Default period and select Current month.

Check the selection, scroll down and tap Save changes. The customization summary now shows Current Month. Return through Dashboards to Overview. The Current year and Selected period labels on Overview describe the display; use Display options to change it.

4. Read the monthly totals

Overview now says Selected period. Check the exact card dates, October 1 through October 31, 2026. Gross revenue is USD 83.00. Rental-share costs are USD 42.01: USD 12.87 platform fees plus USD 29.14 bills and other expenses, with no mortgage interest in this period. Rental-share net is USD 40.99.

The monthly cards say the result covers a partial period; October is still in progress in this recording. Changing the display period changes which dates you are reviewing, without changing your saved financial records.

5. Check the source record in Activity

Open Activity to inspect an underlying record. Activity has separate search and filter controls and can show records outside the dashboard period. Check the record date and property rather than assuming the dashboard’s period is applied.

Open the Food Giant expense for USD 29.14. Expense detail identifies Lake House – East, Supplies, October 8, 2026 and Operating expense. Check those details against the dashboard scope and dates. View saved document and Edit expense are available on this screen, but neither is used in this guide.

Return to Overview when finished. During filming, the original Current year display and Lake House – East scope were restored. No financial records were added, edited or deleted.

Keep both devices on the same Wi-Fi or local network and open StayTally Desktop. On the phone, open More, Settings and Paired desktops. Choose Pair another desktop, then Scan desktop QR code.

Scan the invitation displayed on your computer. Compare the number on your phone with the number on the desktop. Confirm pairing on the phone only when they match and you recognize the computer.

On the computer, choose Start first sync. StayTally receives the records and required documents, checks recent changes and verifies the workspace. Keep the phone app open until this finishes. The desktop workspace then opens.