Properties and data

Properties are the core of Hostfolio. Each property can have a name, optional purchase details (price, mortgage, notary fees, etc.), and one or more linked CSV files that contain its transactions.

Why property details matter

If you enter purchase price, mortgage, notary fees, and renovation costs, Hostfolio can compute:

• Total investment — What you put into the property (purchase + notary + renovation + other costs).
• Cash invested — Total investment minus mortgage (your actual cash outlay).
• Gross yield — Annual rental income ÷ total investment.
• Net yield — (Annual income − expenses) ÷ total investment.

You can still use Hostfolio without these numbers (e.g. just to categorize and export transactions), but analysis and pre-purchase tools work best when property data is filled in.

Creating a property

1. Open Manage properties in the sidebar.
2. Click Add property (or the equivalent button in your language).
3. Enter:
   • Name — e.g. "Studio Geneva", "Chalet Verbier".
   • Emoji (optional) — Picked from a list to identify the property at a glance.
   • Purchase details (optional but recommended):
     • Purchase price
     • Notary fees (as a fixed amount or % of purchase price)
     • Renovation costs (fixed or %)
     • Other costs (fixed or %)
     • Mortgage amount (or let the app derive it from a down-payment %)
     • Interest rate (for analysis)
   • Tax — Either use the default tax rate from Configuration or enter yearly tax amounts.
4. Save.

Free tier: You can create only one property on the free plan. Pro allows unlimited properties.

Linking CSV files to a property

Each property can have one or more CSV files linked to it. Those CSVs hold the transactions (rent, expenses, bank fees, etc.) for that property.

1. Select the property in the list.
2. Click Import CSV (or Add CSV / similar).
3. Choose a CSV file from your computer.
4. If the property already has a CSV:
   • You may be asked to choose: Import as new (add a second CSV to this property) or Overwrite an existing CSV.
   • Overwrite replaces the chosen CSV’s data with the new file. Import as new keeps the old CSV and adds another (e.g. different bank account or year).
   • Merge (adding new transactions into an existing CSV) is a Pro feature.
5. Complete the column mapping (date, amount, description, etc.). See How to map your CSV.
6. After mapping, transactions are imported and (if you have rules) auto-categorized.

Free tier: On the free plan you can have only one CSV per property. Pro allows multiple CSVs per property and merge.

Editing a property

• Select the property and use Edit (or the pencil icon).
• Update name, emoji, purchase details, or tax.
• You can also change which CSVs are linked (e.g. remove a CSV or link a new one from the property form, depending on the app layout).

Deleting a property

• Use Delete (or trash icon) for that property.
• Confirm. This removes the property and its link to CSVs. The CSV files themselves are only “unlinked”; any file on disk is not deleted by Hostfolio.

Multiple CSVs per property (Pro)

With Pro you can:

• Link several CSVs to one property (e.g. one CSV per bank account or per year).
• Use Import as new to add another CSV without removing the first.
• Use Merge to add new transactions from a file into an existing CSV so you don’t duplicate data.

The Analysis view combines all linked CSVs for each property when computing yields and cash flow.

Tips

• Use a clear property name and emoji so you can tell them apart in the sidebar and in exports.
• Fill in purchase and mortgage details as soon as you can so gross/net yield and cash flow are meaningful.
• If you re-export from your bank (e.g. new year), you can import as a new CSV or (Pro) merge into the existing one; keep a consistent mapping so categories and rules apply the same way.

Next: How to map your CSV.