The MTD Deadline For 6 April 2026 is Almost Here.Get Prepared Today For Free!

Your Complete Financial Picture. In Seconds,
Not Hours.

Your mortgage broker asks for a property portfolio report. Your accountant needs year-end rental income and expense figures. You want to know if you’re actually making money from your property portfolio. And you dread the hours of spreadsheet work ahead.


RentalBux generates instant property portfolio reports showing total rental income, expenses, and profit across all your properties. Compare property performance side by side. Export professional portfolio reports for mortgage lenders and accountants. See your complete financial position in real time—no spreadsheets, no manual calculations, no wasted weekends.

Professional Landlord
MTD Dashboard

QUARTERLY STATUS

Q1 2026

✓ Submitted

Next Deadline

Q2: Nov 7, 2026

92 days remaining

MTD Compliant
Real-Time Updates
2,000+ UK Landlords
5000+ Properties Tracked
All Properties, One Dashboard

"I own eight rental properties and never had a clear view of my overall position. Every time my mortgage broker or accountant needed a report, I’d spend entire evenings wrestling with spreadsheets, triple-checking figures, and still worrying I’d missed something. RentalBux changed everything. I can generate complete portfolio reports in seconds—total income, expenses, profit, everything they need. It’s saved me countless hours and actually helped me secure better mortgage rates because I could show lenders exactly what they wanted to see.”.

Sarah & Tom K.

Michael R.

Portfolio Landlord, Birmingham

December 2025

3 Properties
Multi-Portfolio
Verified

Eight Properties. Five Spreadsheets.
Zero Time Left.

You own multiple properties to build wealth. But understanding your overall financial position means hours of pulling data from different sources, hoping your formulas are right, and formatting everything to look professional. By the time you finish, the numbers are already out of date.

RentalBux generates instant property portfolio reports. Compare Performance. Export professional reports. Make decisions based on real-time data instead of last month’s spreadsheet.

Without RentalBux

  • Hours creating reports every month
  • Spreadsheet errors cause stress
  • Can’t compare property performance
  • Reports are outdated immediately
  • Mortgage brokers wait days for data

With RentalBux

  • Reports generated in seconds
  • Automatic calculations, always accurately
  • Side-by-side comparison instantly
  • Real-time updates as you record
  • Export professional reports in seconds

Portfolio Reports That Don’t Require a Weekend.

Open your dashboard. See everything. Total income across all properties. Total property expenses. Overall profit. Property comparisons. Export a professional report for your accountant or mortgage broker. Done.
What used to take hours now takes seconds.

Everything You Need to See Your Portfolio Performance

Every report. Every comparison. Every export. Designed to give you instant answers about your portfolio—not more questions.

Portfolio Dashboard

Portfolio Dashboard

See your complete financial position at a glance. Total rental income across all properties. Total property expenses. Overall profit. Occupancy. Vacancy. Cash flow. Everything in one clear dashboard. No opening spreadsheets. No hunting for files. Just open and see.

Real-Time Updates

Real-Time Updates

Your Portfolio reports update automatically as you record transactions. No waiting until month-end to see your position. No manual refresh. View current income, expenses and profit in real time. Your financial position is always current—never outdated.

Property Performance Comparison

Property Performance Comparison

Compare rental income, expenses and profit across all your properties side by side. Which rentals perform best? Which ones need attention? See it instantly. Make informed decisions about where to invest next based on actual data, not gut feeling.

Profit & Loss Reports

Profit & Loss Reports

Generate detailed profit and loss reports for your entire portfolio or specific properties. View monthly, quarterly or annual performance. Export professional reports for accountants, mortgage brokers or your own records—all in the format they need.

Property-Level and Portfolio-Level Reporting

Property-Level and Portfolio-Level Reporting

Switch between individual property reports and portfolio-wide reports instantly. Understand both detailed property performance and your overall financial position. No manual consolidation. No copying and pasting. Just click and see.

Date Range Filtering

Date Range Filtering

Generate reports for any time period you need. View last month. Last quarter. Custom date ranges. Compare performance across different periods to track growth and identify trends. Any question about any time period—answered instantly.

Professional Report Export

Professional Report Export

Export reports in formats accountants and mortgage brokers actually need. Generate PDFs for mortgage applications, CSV files for further analysis or share reports directly with your accountant through the platform—they access what they need without back-and-forth emails.

Complete Portfolio Reporting in One Platform

See everything you need about your portfolio performance without switching between tools or spreadsheets.

Get started →
Property portfolio reporting and analytics

Who Needs Instant Portfolio Reports?

Anyone who owns multiple properties and needs to understand overall performance—without spending hours in landlord spreadsheets or manual portfolio reporting..

Growing Portfolio Landlords

You own several properties and need to understand overall performance. RentalBux generates instant reports showing total income, expenses and profit. Track portfolio growth. Plan your next property investment. All without spreadsheet gymnastics.

First-time Landlord MTD Dashboard

Buy to Let Investors

You invest in rental property for returns and need clear portfolio reports for decision making. RentalBux gives you instant visibility into portfolio performance. Assess overall returns. Identify opportunities. Make data-driven investment decisions instead of educated guesses.

Portfolio Landlord MTD Dashboard
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Landlords Seeking Remortgage or Additional Funding

You need professional reports for mortgage brokers or lenders. RentalBux generates the portfolio reports lenders require—rental income, expenses, profit in the format they need—in seconds. No weekend spent on preparing documents.

UK & Foreign Property MTD Dashboard

Landlords Working with Accountants

Your accountant needs regular reports to prepare tax returns or provide advice. RentalBux generates professional landlords reports you can export or share directly with your accountant. Save them time. Reduce your fees. Simple.

Landlord with Self-Employment Income MTD Dashboard

Joint Owners with Multiple Properties

You own several properties with a spouse, partner or business associate. RentalBux generates portfolio reports showing each co-owner's share automatically. Tax reporting and financial planning are straightforward for both parties.

Joint Property Owners MTD Dashboard

Landlords with Foreign Property

You own rental property abroad alongside UK rentals. RentalBux generates portfolio reports tracking UK and foreign income separately, ensuring correct reporting to HMRC while seeing your complete portfolio position.

DIY MTD Compliance Dashboard

HMO Landlords

You rent out properties with multiple tenants and need to understand overall portfolio performance. RentalBux generates reports showing income from all properties and tenants, helping you identify which HMOs perform best.

Accountant Collaboration MTD Dashboard

Portfolio Landlords Planning Expansion

You are considering buying more properties and need clear data on current performance. RentalBux generates the portfolio reports you need to understand capacity, demonstrate income to lenders and plan your next purchase with confidence.

HMO Landlords MTD Dashboard

How RentalBux Compares

See why landlords choose RentalBux over spreadsheets and generic accounting software for portfolio reporting.

Feature RentalBux Spreadsheets Other Accounting Software
Portfolio Dashboard ✅ Yes ❌ Manual Setup ⚠️ Limited
Property Performance Comparison ✅ Automatic ❌ Manual ⚠️ Limited
Instant Profit & Loss Reports ✅ Yes ❌ Manual Calculations ⚠️ Basic
Income & Expense Breakdown ✅ Automatic ❌ Manual ⚠️ Limited
Date Range Filtering ✅ Yes ❌ Complex ⚠️ Limited
Professional Report Export ✅ Yes ⚠️ Manual Formatting ⚠️ Limited
Real-Time Updates of Reports ✅ Yes ❌ Manual Entry Required ⚠️ Limited
Report Generation Time ✅ Seconds ❌ Hours ⚠️ Minutes

Start Free - See the Difference Yourself

Experience the power of automated profit splits and MTD-compliant reporting. No credit card required.

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Frequently Asked Questions

Common questions about generating portfolio reports and understanding your financial position with RentalBux.

What portfolio reports does RentalBux generate?

RentalBux generates profit and loss reports, income and expense breakdowns, and property performance comparisons . All reports can be viewed for individual properties or your entire portfolio, filtered by any date range you need. Monthly reports? Tax year reports? Custom periods? All available instantly.

How quickly can I generate portfolio reports?

Instantly. RentalBux generates reports in seconds. View your portfolio dashboard, compare property performance or export professional reports without waiting for calculations or manual consolidation. What used to take hours now takes seconds.

Can I export reports for my accountant or mortgage broker?

Yes. RentalBux exports reports in PDF and CSV formats. You can also share reports directly with your accountant through the platform, giving them access to view and download reports as needed. No more email attachments or version confusion.

Do reports update automatically?

Yes. As you record transactions, your portfolio reports update in real time. You always see current income, expenses and profit across your portfolio—not last month’s figures. No manual updates. No waiting until month-end. Just open your dashboard and see exactly where you stand.

Can I compare property performance across my portfolio?

Yes. RentalBux shows all your properties side by side, comparing income, expenses and profit. Identify which rentals perform best and which ones need attention with clear visual comparisons. No more guessing which properties subsidise others. You’ll see it immediately.

Can I generate reports for specific date ranges?

Yes. Generate reports for any period you need, including last month, last quarter, tax year or custom date ranges. Want to compare Q1 this year versus Q1 last year? Done in seconds. Track growth and identify trends across any time period you choose.

What if one co-owner is not within MTD scope?

RentalBux tracks each co-owner's share regardless of their individual MTD status. If one owner needs to submit MTD quarterly returns and another doesn't (e.g., income below the threshold), each receives the appropriate reports for their tax situation. The system accommodates different MTD requirements for different owners.

How do MTD submissions work for jointly owned prope

Under Making Tax Digital for Income Tax Self Assessment (MTD ITSA), each co-owner must submit their own quarterly updates to HMRC. RentalBux generates separate MTD submissions for each owner automatically — one click per owner, no duplicate data entry required.

How do I report jointly owned rental property to HMRC?

Each co-owner must report their individual share of rental income and expenses to HMRC separately. Under Making Tax Digital for Income Tax Self-Assessment (MTD ITSA), each owner submits their own quarterly updates. RentalBux calculates each owner's share automatically and generates separate MTD submissions — no manual splitting required.

Do both owners need to register for MTD if we own property jointly?

Each co-owner must register for MTD individually if their total qualifying income (including their share of rental income) exceeds the MTD threshold. RentalBux tracks each owner's share separately, making it easy to determine who needs to register and submit quarterly updates.

Can joint owners have different tax years or accounting periods?

Under MTD ITSA, all landlords must report based on the standard tax year (6 April to 5 April). However, each co-owner's personal tax situation may differ. RentalBux generates separate reports for each owner, ensuring everyone has accurate figures for their individual tax return.

Does RentalBux handle HMRC Form 17 elections for married couples?

Yes. For married couples and civil partners who own property as tenants in common, you can set unequal profit shares to reflect an HMRC Form 17 election. Simply set your specified ownership percentages (e.g., 70:30 instead of the default 50:50), and RentalBux automatically splits income and expenses accordingly.

What's the difference between joint tenants and tenants in common?

Joint tenants own property equally (50:50) and cannot hold different shares. Tenants in common can own unequal shares (e.g., 60:40 or 70:30) based on their beneficial interest. The ownership structure can be set up either directly with the Land Registry or via a Deed/Declaration of Trust.

Please note: for spouses and civil partners, if Form 17 hasn't been submitted to HMRC, the default profit split of 50:50 applies irrespective of the actual ownership percentage.

RentalBux supports both structures — simply set your ownership percentages to match your legal arrangement.

What is Form 17 and when do I need it??

Form 17 is an HMRC form that allows married couples and civil partners to declare an unequal split of rental income for tax purposes. By default, HMRC assumes spouses share rental income 50:50 — even if the property is owned in different proportions.

If you own property as tenants in common with unequal shares (e.g., 70:30) and want your tax returns to reflect this, you must submit Form 17 to HMRC along with evidence of your beneficial interest (typically a Deed of Trust or Declaration of Trust).

Once Form 17 is accepted, you can set your ownership percentages in RentalBux to match — and the system will automatically split income and expenses accordingly for each owner's MTD submissions.

How do I submit Form 17 to HMRC?

Form 17 must be submitted to HMRC within 60 days of the declaration date. You'll need to include evidence of your beneficial interest, such as a Deed of Trust or Declaration of Trust. The form can be posted to HMRC — it cannot be submitted online. Once HMRC accepts your Form 17, update your ownership percentages in RentalBux to reflect the new split.

How is rental income split between husband and wife for tax purposes?

Form 17 must be submitted to HMRC within 60 days of the declaration date. You'll need to include evidence of your beneficial interest, such as a Deed of Trust or Declaration of Trust. The form can be posted to HMRC — it cannot be submitted online. Once HMRC accepts your Form 17, update your ownership percentages in RentalBux to reflect the new split.

What is beneficial ownership for rental property?

Beneficial ownership refers to who is entitled to the profits from a property, which may differ from legal ownership. For example, a property might be legally owned 50:50, but a Deed of Trust could specify a 70:30 beneficial interest. For tax purposes, HMRC taxes rental income based on beneficial ownership. RentalBux lets you set ownership percentages to reflect your beneficial interest.

Still have questions?

Contact Support

Ready to See Your Complete Portfolio Performance?

Join landlords who stopped spending weekends in spreadsheets and started getting instant answers about their portfolio. Generate professional reports in seconds with RentalBux. Start free today—no credit card required.

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