How do I add/edit/remove property insurance to/from my property?

Financials section includes the information about property insurances: homeowners insurance, flood and earthquake insurance, property loans; amount, interest%, loan type, start/end loan date and bank, and property purchase information; purchase price, depreciable years and annual depreciation:

In order to add property insurance information, please go to the Portfolio page on the left side menu, switch to the Properties subpage and click “View“ on the desired property:

Select the “Financials“ tab and click “ + add“ on the Insurance section. Fill in all required fields and press the “Create“ button.

Please note!

You can add up to 10 insurance policies.

Insurance can be added just for a property, but not for a unit.

To edit previously added property insurance information, hover on the insurance record and click on the “Edit” option. Enter the necessary information and press the “Update“ button to save the changes:

If you would like to remove the current property insurance information, hover on the insurance record and click on the “Delete“ option and confirm this action:

Last updated:
Mar. 25, 2024