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Updated October 6, 2026

Monthly overviews

Each month, Casitana puts a property’s income, expenses, stays and occupancy on one monthly overview, ready to send to a co-owner or an accountant. It is built from what you recorded, so there is nothing to fill in.

Find the month

  1. Step 1

    Open Reports

    In the menu on the left, click Reports. Every month up to the last one is listed, going back two years. With more than one property, choose the property at the top, then click View next to the month.

    Screenshot: Open ReportsEnlarge screenshot

    Tip: Year report, next to each year, downloads that year’s totals in one report.

Read a monthly overview

The income on a monthly overview is the income you recorded under Income & Expenses. A stay adds its nights and occupancy, not money: its payout counts once you record it.

  1. Step 2

    The month’s figures

    At the top: Rental Income, Total Expenses and Net Payout (what is left for you), then the Nights Booked and the Occupancy of the month.

    Screenshot: The month’s figuresEnlarge screenshot
  2. Step 3

    The stays and transactions behind them

    Below, Bookings lists every stay in the month with its nightly rate, and Transactions every income and expense, dated in the month. Summary ends with the Net Owner Payout.

    Screenshot: The stays and transactions behind themEnlarge screenshot

A stay that runs into the next month

  1. Step 4

    Each night counts in its own month

    A stay from 27 March to 3 April has 5 nights in March and 2 in April: each night belongs to the month it begins in. So the stay appears on both monthly overviews, each with its own nights.

    Screenshot: Each night counts in its own monthEnlarge screenshot

    Tip: Its income counts in the month you recorded the payout, whichever month that is.

Download or email it

  1. Step 5

    Download or email

    Click PDF to download the monthly overview as a PDF, to send on or keep. Email PDF emails the same PDF to your own address.

    Screenshot: Download or emailEnlarge screenshot

    Tip: To send a property’s statement to its property owners, see Send owner statements.

    Good to know: The PDF is in the language you use Casitana in.

Monthly overviews · Casitana