How to use the Income – Expenses report in Plexflow

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How to use the Income – Expenses report in Plexflow

Goal of the report

The income and expenses report is the main report to consult to assess the financial performance of a building.
It groups all money in and money out, letting you quickly see whether a building is profitable or at a loss.

This report is ideal for:

• Tracking the evolution of rental income and expenses.
• Identifying more or less profitable periods.
• Checking consistency between your invoices, your payments, and your cash flow.

Understanding the two display modes

When you consult the report, it is essential to clearly distinguish the two analysis modes available.
These two views produce different results depending on how the data is interpreted.

1. Cashflow

This mode displays amounts based on the date the money was actually received or paid out.
This is the best option to see your actual cash flow.
Example:
A tenant pays the rent for the month of July as early as May 15.
➡️ In Cashflow mode, the amount will appear in May, because that is the date of the payment received.

2. Invoices

This mode displays amounts based on the billing date.
It is recommended for an accounting and budget reading, because it associates income and expenses with the month for which they are planned.
Example:
The same payment for July paid on May 15 will appear in July, because the invoice is dated in that period.

Where to find this information in Plexflow

To interpret the report results correctly, it is useful to check the details directly in the Invoices section of the unit in question.
🖼️ Example illustrated below:

• Date: July 1, 2025 → corresponds to the billing date.
• Paid on May 15, 2025 → corresponds to the actual payment date (cashflow).
• Amount: $1,000, paid in cash by Julien Côté.
• Status: ✅ Paid.

Thus, depending on the mode selected:

• In Cashflow, this payment will appear in May 2025.
• In Invoices, it will appear in July 2025.

Did you know…

Plexflow now offers free training to help you get more out of the platform.
👉 Access the training
💡 An excellent way to save time and use Plexflow to its full potential.

Updated on: 13/11/2026