DOCS — PROPERTY 1 OF 5

Basic setup.

One form, two required fields. Everything else is optional and can be added or edited later — but the more you fill in now, the more accurate your returns and cashflow figures will be.

01Add a property

The first time you open the Property section it’s empty: a No properties yet page inviting you to create your first property to track valuations, rental income, and loan details. Click Add your first property → (once you have one, the same form lives behind + Add property in the header).

The empty Property page: a No properties yet serif headline, the line Create your first property to track valuations, rental income, and loan details, and a green Add your first property button, with the navigation rail on the left
The property section before your first property

The form has three parts: the mandatory basics, an optional purchase-costs section, and optional details.

The Add a property form in its default state: a Back link, the Property basics section with an address autocomplete field and Purchase price, a collapsed Purchase costs — optional row with its one-line hint, and Optional details — Month and Year purchase-date selects, a Select type property dropdown, Estimated current value prefilled from the price with a Check on CommBank link, and Current rent with the wk / mo toggle — above Save property and Skip optional buttons
The add a property form — two required fields, the rest optional

Only two fields are required:

  • Property address — start typing and pick the address from the suggestions.
  • Purchase price — what you paid for the property.

If that’s all you have time for, click Skip optional to save with just these two and move on.

02Purchase costs (optional)

Click the ▶ Purchase costs heading to expand it — while it’s collapsed, a one-line hint summarises what belongs here. These are the one-off costs you paid at settlement:

  • Stamp duty
  • Legal fees
  • Building inspection
  • Lenders mortgage insurance (LMI)
  • Other costs

A running total appears as you type — inside the section and up on the heading row, so it stays visible even when you collapse it again. Kleev adds these to your cost base, so your return figures reflect what the property truly cost you — not just the headline price.

The form filled in: Purchase costs expanded with Stamp duty 30,000, Legal fees, Building inspection, Lenders mortgage insurance, and Other costs summing to a running Total of A$35,000 on the heading row, and the optional details completed below — January 2024, House / Terrace, an estimated current value of 900,000, and rent of 650 per week
Purchase costs expanded with the running total, and the optional details filled in

03Optional details

  • Purchase date — month and year. Used to anchor capital growth and the statement grid’s history.
  • Property type — house/terrace, apartment, townhouse, commercial, or other.
  • Estimated current value — defaults to the purchase price; update it with a recent estimate. There’s a handy Check on CommBank ↗ link if you need a free valuation source. This value drives your equity and loan-to-value figures.
  • Current rent — the amount plus whether it’s per week (wk) or per month (mo). Kleev uses this for yield, cashflow, and as the rental income line in the statement grid.

All four are filled in the screenshot above — January 2024, House / Terrace, a 900,000 estimate against the 750,000 price, and 650/wk rent.

04Save and continue

Click Save property. You land on the property’s overview page, with the setup trail pointing at the next step: loan details.

05What you’ll see when you save

The dashboard starts working with whatever you gave it. Across the top, a Profile completeness banner sits at 20% — basics done, four steps to go — reading Step 2/5: Add loan with a Next: Add loan → button that takes you straight there.

  • Capital growth is computed immediately from your purchase price against the estimated current value, with the gain in dollars and % p.a. With no loan recorded yet, the equity bar shows Your equity at the full value — 100% owned.
  • Rental yield — gross to net — comes straight from the rent you entered, and Gearing already has an answer for the same reason.
  • Tax deductibles sits at $0 with “Add loan + expenses to see deductibles”, and Cash-on-cash reads “Add rent, expenses, and loan to compute” — both fill in as you work through the remaining steps.
The property dashboard right after saving: a Profile completeness banner at 20% reading Step 2/5: Add loan with a green Next: Add loan button, the address as a serif title, a Capital growth card showing $900,000 with +$150,000 and +7.7% p.a. above a Your equity bar marked 100% owned, Rental yield and Gearing cards computed from the rent, Tax deductibles at $0 and Cash-on-cash awaiting loan and expense data, and a Cashflow over time chart at the bottom
The dashboard at 20% completeness — growth and yield live, loan-dependent cards waiting

The loan is what unlocks the rest — equity that reflects what you actually owe, deductible interest, and true cashflow. That’s the next guide in this series: Loans & offset, linked below.