One view of every property
Review estimated equity, mortgages, rent status, income, expenses, cash flow, and the figures you choose to show.
Residential property records for macOS
Organize property, tenant, rent, financing, expense, and document records while keeping the Portfolio Library in a location you choose.
Designed for macOS 14 and later · Preparing for the Mac App Store
Built around the complete property record
Use only the areas you need. Property information can be entered gradually and updated as records become available.
Review estimated equity, mortgages, rent status, income, expenses, cash flow, and the figures you choose to show.
Keep current and former tenants by unit, lease dates, rent increases, deposits, documents, partial payments, and outstanding balances.
Apple Vision OCR reads supported documents on your Mac and suggests the document type, folder, date, filename, and supported record values for review.
Record rent, taxes, utilities, insurance, renovations, appliances, mileage, and other costs with their supporting files.
Track mortgage and line-of-credit balances, rates, payment schedules, maturity dates, estimated payoff, values, and equity.
Export yearly or monthly summaries that identify the property involved in every rent and expense entry and include related receipts.
See entered properties together on a map, reveal an address, and open the matching property record.
Choose the backup location, view the last successful backup, and optionally protect a complete backup with your own password.
Documents stay associated with a property
Import several PDF, JPEG, or PNG files together. Local OCR proposes where each document belongs and a useful date-prefixed name. You confirm or change every suggestion.
Local-first by design
OCR and filing suggestions run on your Mac. You choose whether the Portfolio Library is stored locally, on an external drive, or in your own iCloud Drive.
Read the complete Privacy PolicySimple Property Ledger support
Use the illustrated tutorial for setup, properties, documents, tenants, rent, expenses, exports, and backups.
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