What Types of Financial Reports Does MoveZen Provide to Property Owners?
These reports make it easy to track rental income, expenses, repairs, tenant balances, and long-term performance — and they’re essential for budgeting, tax preparation, and overall portfolio management.
Audience: rental property owners who want a clear understanding of the financial reports MoveZen offers, how to access them, and what each report is used for.
MoveZen provides owners with several detailed financial reports through the Owner Portal.
Below is a breakdown of the most commonly used reports and what each one tells you.
FAQs ❓
Where do I find these reports?
In your Owner Portal, under the “Reports” or “Statements” section.
Do I get reports automatically?
Yes monthly statements are issued automatically. Others are available anytime on-demand.
Are reports downloadable for taxes?
Absolutely all core reports can be saved, printed, or exported.
Do I get year-end summaries?
Yes. MoveZen issues 1099 forms and annual financial summaries.
The Core Financial Reports MoveZen Provides ✔️
Each report offers a different perspective on your property’s performance.
1. Monthly Owner Statement (Most Common Report)
Your Monthly Owner Statement includes:
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Rent collected
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Management fees
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Maintenance expenses
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Owner disbursements
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Tenant charges or credits
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Year-to-date totals
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Trust account balances
This is your go-to report for a clear monthly snapshot.
2. Cash Flow Report
This report shows:
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Income received
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Expenses paid
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Net cash flow for a given period
Owners use it to:
✔ Track profitability
✔ Prepare financial summaries
✔ Compare month-over-month performance
Great for annual planning or budgeting.
3. Income Statement (Profit & Loss Report)
This report provides:
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Total revenue
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Total expenses
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Net operating income
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Category-by-category expense breakdown
It's one of the most important reports for accountants and tax professionals.
Use it to:
✔ Analyze operating efficiency
✔ Compare year-to-year performance
✔ Identify high expense categories
4. General Ledger Report
A detailed line-by-line record of:
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Every transaction
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Date
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Amount
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Category
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Description
This is the most granular report and is used to:
✔ Audit activity
✔ Verify charges
✔ Trace individual transactions
✔ Resolve accounting questions
5. Owner Contributions & Disbursements Report
This report tracks:
✔ All money you’ve contributed
✔ All funds disbursed to you
✔ Dates and amounts
✔ Running balance impact
Useful for owners who:
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Frequently fund repairs
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Are onboarding a new property
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Want clear tracking for tax purposes
6. Security Deposit Ledger
This report details:
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Tenant deposit amounts
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Deposit changes or transfers
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Accounting of deposit deductions
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Trust account compliance status
Essential when tenants move out, especially for:
✔ Deposit disputes
✔ State law compliance
✔ Documentation for collections
7. Tenant Balance & Payment History Reports
Includes:
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Rent charges
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Rent payments
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Late fees
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Outstanding balances
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Credits or adjustments
Used for:
✔ Lease renewals
✔ Payment reviews
✔ Evaluating tenant performance
8. Year-End Summary Reports
MoveZen issues:
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Annual revenue summaries
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Cumulative expense reports
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1099-MISC income documents
These make tax filing easy and organized.
9. Vendor Invoice Attachments
While not a standalone report, MoveZen attaches:
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Vendor invoices
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Work orders
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Photo documentation (when applicable)
to your monthly statements.
This ensures full transparency on repair expenses.
Additional Optional Reports Owners May Request
MoveZen can also provide:
✔ Rent Roll
Shows current rent amounts and lease details.
✔ Delinquency Reports
Shows tenant balances and payment history.
✔ Work Order Detail Reports
Breaks down all maintenance requests historically.
✔ Custom period summaries
Useful for refinancing or portfolio reviews.
(Some reports depend on your property’s software setup.)
How to Access These Reports in Your Owner Portal 🔐
1. Log in to your portal
2. Select Reports or Statements
3. Choose the report you want
4. Filter by date if applicable
5. Download, export, or print
Your portal stores all past reports indefinitely.
How These Reports Support Better Ownership Decisions 📊
Having access to detailed reporting helps owners:
✔ Understand true cash flow
✔ Plan for upcoming expenses
✔ Track property health
✔ Prepare for tax season
✔ Verify repair accuracy
✔ Evaluate long-term investment performance
✔ Identify opportunities for improvement
Good data leads to better decisions and stronger rental performance.