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Generating an owner statement manually

Accounting by Guesty is a premium feature. Please contact us to discuss activating it.

Owner statements provide a summary of revenue, expenses, and payments related to a specific property owner. Guesty can automatically generate these statements for you on a monthly basis.

If needed, you can also generate a statement manually, either annually or for a custom date range. For example, if you want a statement for specific dates during the month, for more than one month, or for a month that had no transactions and a statement was not generated automatically. This is also useful if you want owner statements for months from before you started using our Accounting solution.

Follow the instructions below to generate an owner statement manually.

Tip:

If you would like to regenerate an owner statement, due to changes being made after it was automatically generated, follow these instructions.

Generate custom statement

Step by step:

  1. Sign in to your Guesty account.
  2. In the top navigation bar, click the mode selector and select Accounting mode.
  3. Click Owner accounting, then select Owner statements.
  4. Click Generate statement, then select Custom statement.
  5. Select the relevant date range.
  6. From the dropdown, select the relevant owner.
  7. Click Download statement.

Generate annual statement

The data generated is based on the start of your fiscal year set up during Accounting onboarding. (If this was not changed then the default is January.)

For example, if your fiscal year starts in July, then a statement generated for 2024 will be July 2024 through June 2025. The year 2025 will not appear as an option until the full fiscal year has passed.

Step by step:

  1. Sign in to your Guesty account.
  2. In the top navigation bar, click the mode selector and select Accounting mode.
  3. Click Owner accounting, then select Owner statements.
  4. Click Generate statement, then select Annual statement.
  5. Select one or more of the following report types:
    1. Annual (Full income and expenses)
    2. Annual summary (High-level summary of property income and expenses)
    3. Annual summary by month (Breaks down yearly summary into monthly snapshots)
  6. Select all, or one or more specific owners.
  7. From the dropdown, select the relevant year.
  8. Click Download statement.

Tip:

Generate an owner activity report to understand the transactions that make up each item in the Owner Statement. You can add or reverse a transaction to modify the values in the Owner Statement at any time.

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