New
- Talk to Wealthru. Type or say what you want, like log rent or the sink is leaking at 42 Elm, in the search box or with Say or type on a phone. Wealthru walks you through it to a card you check before anything is saved. It understands everyday Canadian French too. Talk to Wealthru
- Ask about your money. Ask what your net worth is, how a property is doing or when your mortgage renews, and get the same figures your reports show. Ask Wealthru to email a report as a PDF to someone you choose. Ask about your money
- Reports you can filter and download. The Reports page lists every report you can run. Filter by property, date, status or amount, then download exactly what is on screen as a PDF or a spreadsheet file. A link opens the same report with the same filters. Run and download a report
- Money reports and a balance sheet. An income statement, cash flow, expenses by category, income by type, investor performance, a debt schedule and a balance sheet. Some need the Pro or Portfolio plan. Money reports
- Operations reports. Payments received, arrears aging, collections rate, the deposit register, vacancy, lease expiry, rent changes, maintenance, vendor spend and owner statements. Operations reports
- Books for your accountant. A trial balance, general ledger detail, a GST/HST report and a year-end package in one PDF. Your accountant link can now open them, and only them. The year-end package
- Reports for tenants. Tenants can see and download their payment history, their charges, the rent they paid by month and their repair history. See your reports
- Charges that are not rent. When you add a charge on a lease, choose rent or something else, like parking, keys or cleaning. Other charges are owed like rent but book as other income on your tax package. How charges work
- Recurring costs. Tell Wealthru a property's insurance, property tax or condo fees, and your cash flow forecast counts them. On the Pro and Portfolio plans. Recurring costs
- Email all your tenants at once. From Messages, see how many tenants agreed to get email from you before you send. On the Portfolio plan. Email all your tenants
Improved
- A calmer dashboard. Each thing appears once, and colour marks only what is urgent, so there is much less to scroll on a phone.
- Your tax package in French. When you use Wealthru in French, the T776 tax package page, its PDF and spreadsheet, your accountant's page and the general ledger read in French, with the CRA's own line names. On the Pro and Portfolio plans. Your T776 tax package
- The equity chart. It now reaches back to your first property, and you can drag across it to read your estimated equity on any day.
Fixes
Bug fixes.