Financial Reporting

Stay organised with simple reports

All the reports you need in one place—for tax time, banks, and staying organised.

Everything one place

Your dashboard shows all your transactions, invoices, and receipts in one spot. Use filters to find what you need quickly, without any hassle.

Stay organised

Cubbi keeps everything in one place, so you’re always prepared. Whether it’s for tax, refinancing, or day-to-day management, you’ll have all the official documents you need ready to go.

Easy to
Download
Reports

Get the financial reports you need, whenever you need them.

Renter Payment Ledger

A history of all tenant payments and what they were for. Your renter can also download this same report.

Tax Pack

A pdf summary of all income and expenses for one or more properties, plus an Excel file for your accountant. It makes tax time quick and easy.

Official Rent Statement

Need to show your rent income for a bank? Download this official document and give it to your broker or bank.

Export all

Get all your data into an Excel spreadsheet for further analysis. Perfect for property owners who love diving into the details.

Your questions, answered.

Can’t find what you’re looking for? Visit our Help Center or get in touch.

Can I manually add expenses and income?

Yes, you can add any expenses or income so they show up on your reports. For example, you may want to include the interest on your investment property loan as a potential tax-deductible expense. Your accountant should handle this for you, but it’s great to have everything ready for them in your Tax Pack reports.

What is included in the Tax Pack?

The Tax Pack includes a summary of all income and expenses for your property or properties. It also comes with an Excel file containing all the raw details your accountant will need, including downloadable invoices. This Tax Pack was created in consultation with property tax accountants.

Can tenants access their payment history?

Yes, tenants can view their complete history from their dashboard and download the Renter Payment Ledger anytime. It makes things clear and transparent for everyone.

What format are the reports in?

The Tax Pack has both PDF and Excel reports however the rest are PDF reports.

What if I need a report that isn’t available?

That's highly unlikely, but if there is a particular report that you need that we don’t have, let us know.

Do I need to pay to download the EOFY Tax pack?

This question shouldn’t even come up, but let’s address it anyway. Most agents charge a fee for this report, which we think is a bit cheeky. With Cubbi? No, you don’t pay to download your own information.

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