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Understanding Your Owner Statement Summary

How to access and read aggregated owner statement data in the owner portal.

In addition to your individual monthly statements, your owner portal offers a statement summary: a consolidated view of your income, expenses, and payouts across a full year or a selected date range. It's the fastest way to see aggregated performance without opening each month one at a time.


Where to find it

  1. Go to Statements in your owner portal.

  2. Select the statement summary view.

  3. Choose the period you'd like to see, such as the current year or a custom range.


What it shows

The summary rolls up everything from your individual statements into one view, including:

  • Income earned across the period

  • Expenses billed to you, such as management commission and owner-billed costs

  • Payouts disbursed during the selected timeframe


Ways to view your data

Depending on how your property manager has configured your portal, you may be able to view your summary grouped in different ways:

  • By month — see each month's totals for the year side by side

  • By booking channel — see totals broken out by source, like Airbnb, VRBO, or direct bookings

  • By reservation — see a line for every individual stay during the period, if this view is enabled


Downloading your summary

If you'd like a copy for your records or for tax time, you can download your statement summary as a PDF or as a CSV.


Why it's useful

The statement summary is especially handy for:

  • Reviewing your property's performance over a full season or year

  • Preparing for tax filing

  • Comparing performance across months or booking channels at a glance


Questions?

If a total in your summary doesn't match what you expected, your property manager can walk through the underlying statements and transactions with you.

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