Per property
Each property keeps its own books
Income and expenses belong to a property, or to General for costs shared across all of them. See any one property on its own, with its own photo and address.
Bookkeeping for property owners
Know what every property really costs, and earns.
Roof Yield keeps the books for your rentals and the home you live in. Import your bank statements, file each line once, and see where every property stands all year. When tax season comes, your rentals' Schedule E is already added up.
Two properties free. No card, no trial period.
Schedule E · Part IIncome or loss from rental real estate
Tax year
2026
2026
| Line | Item | A Oak St duplex |
B Beach condo |
|---|---|---|---|
| 3 | Rents receivedONLINE TRANSFER FROM J SANCHEZ RENT | 28,800 | 21,600 |
| 7 | Cleaning and maintenance | 640 | — |
| 9 | Insurance | 1,212 | 684 |
| 12 | Mortgage interest paid to banks | 9,406 | 7,112 |
| 14 | RepairsHOME DEPOT #0461 03/14 · receipt attached | 2,385 | 918 |
| 16 | Taxes | 4,180 | 3,356 |
| 17 | Utilities | 1,044 | — |
| 18 | Depreciation | 7,273 | 6,109 |
| 20 | Total expenses | 26,140 | 18,179 |
| 21 | Income or (loss) | 2,660 | 3,421 |
How it works
From bank statement to clear numbers
Most owners run rent, repairs, and household bills through ordinary bank accounts. Roof Yield starts from the statements you already have.
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Import the statement
Download a CSV, OFX, or QFX file from your bank's website and drop it in. Rows you've already imported are skipped, so overlapping dates are fine.
07/01 ONLINE TRANSFER FROM J SANCHEZ RENT +2,400.00 -
File each line
Roof Yield suggests the property and category from words you teach it, like a tenant's name or a unit number, and from what you chose last time. Accept a month of rent in one click.
→ Oak St duplex · Rents received -
See where you stand
The overview shows income, expenses, and cash flow for everything, just the rentals, or one property. At tax time, Schedule E has your rentals by line, ready to download or print.
Line 3 · Property A · 28,800
What's inside
Built for the way owners actually keep books
Your home
The house you live in, too
Track a home you live in next to your rentals: utilities, HOA dues, property tax, repairs. It stays off Schedule E, and the overview can show everything or just the rentals.
Owner's capital
Money you put in, kept apart from rent
When the rentals run short and you cover it from savings, that deposit is marked as yours, not counted as income. One total shows what you have put in and taken out.
Import and review
A month of transactions, filed in minutes
Imported rows wait for your review with a suggested property and category. Repeating payments are grouped, so twelve rent deposits are accepted together.
Line 12
Mortgage payments, split correctly
One payment becomes interest, principal, and escrow. Only the interest reaches Schedule E, and the split is remembered for next month.
Documents
Receipts and leases where you'll find them
Attach photos and PDFs to an entry, or keep leases, insurance, and HOA notices on the property with titles, tags, and search.
Line 18
Depreciation, worked out
Record the basis, land value, and in-service date. Roof Yield shows the straight-line figure beside what you claim, so you can check your preparer's number.
Your data
Private by design. Yours to take anywhere.
Your records are only ever used to run your books.
No bank logins
You choose which statements to upload. Roof Yield never asks for your bank password.
Two-factor and passkeys
Protect your account with an authenticator app, or sign in with your fingerprint or face.
Kept separate
Every account is walled off, so no one else can ever see your records.
Export everything
Download a zip of every record and every file you uploaded, whenever you like.
Start with this year's statements
Free, with nothing to install. It works in any browser, on your phone too.