Inside the app, every property page shows the same progress trail — Property basics → Loan details → Offset accounts → Transactions → Expenses — so you always know where you are. This guide follows that trail, one page per step, ending with the statement grid that the first four steps feed.
01Basic setup
Add the property itself — address, purchase price, current value, rent, and the one-off purchase costs like stamp duty. Two fields are mandatory; everything else can wait.
02Loans & offset
Add your mortgage by uploading a loan statement CSV or typing the details in, then link any offset accounts and set up a what-if forecast for how extra savings shorten the loan.
03Tagging transactions
Tell Kleev which of your bank transactions belong to this property — rent received, rates paid, repairs. Tagged transactions become the real numbers in the statement grid.
04Expense setup
Fill in recurring running costs with a quick checklist. Use your own numbers where you know them, or get an AI estimate where you don't.
05The statement grid & forecasts
The month-by-month income and expense statement that everything above feeds into — including where each number came from, and how future months are projected.
Don’t have a loan, or no past statements to tag? Every step has a skip path (for example Skip optional on the basics form and Skip this step on the loan page) — Kleev fills what it can from the steps you do complete, and you can come back to any step from the property page later.