Every rental dollar, already on the right Schedule E line.

Roof Yield keeps the books for each property you rent out. Import your bank statements, file each line once, and your Schedule E totals are ready when tax season is.

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Schedule EPart I · Income or loss from rental real estate

Tax year
2026

Totals for two properties
Line	Item	A Oak St duplex	B Beach condo
3	Rents receivedONLINE TRANSFER FROM J SANCHEZ RENT	28,800	21,600
7	Cleaning and maintenance	640	—
9	Insurance	1,212	684
12	Mortgage interest paid to banks	9,406	7,112
14	RepairsHOME DEPOT #0461 03/14 · receipt attached	2,385	918
16	Taxes	4,180	3,356
17	Utilities	1,044	—
18	Depreciation	7,273	6,109
20	Total expenses	26,140	18,179
21	Income or (loss)	2,660	3,421

How it works

From bank statement to Schedule E

Most landlords run rent and repairs through ordinary bank accounts. Roof Yield starts from the statements you already have.

Import the statement

Download a CSV, OFX, or QFX file from your bank's website and drop it in. Rows you've already imported are skipped, so overlapping dates are fine.

07/01 ONLINE TRANSFER FROM J SANCHEZ RENT +2,400.00
File each line

Roof Yield suggests the property and category from words you teach it, like a tenant's name or a unit number, and from what you chose last time. Accept a month of rent in one click.

→ Oak St duplex · Rents received
Read your Schedule E

Totals by line, one column per property, with improvements and depreciation shown separately. Download a CSV for your preparer or print it.

Line 3 · Property A · 28,800

What's inside

Built for the way small landlords keep books

Per property

Each property on its own

Income and expenses belong to a property, or to General for costs shared across all of them. Up to 50 properties.

Accounts

Your real accounts

Checking, savings, credit cards, loans, and escrow, with running balances. Reconcile against the statement until the difference is zero.

Line 12

Mortgage payments, split

One payment becomes interest, principal, and escrow. Only the interest reaches Schedule E, and the split is remembered for next month.

Documents

Receipts where you'll find them

Attach photos and PDFs to an entry, or keep leases and insurance papers on the property with titles, tags, and search.

Line 18

Depreciation, worked out

Record the basis, land value, and in-service date. Roof Yield shows the straight-line figure beside what you claim, so you can check your preparer's number.

Your data

Yours to take anywhere

Export everything as a zip: a spreadsheet per table plus every file you uploaded. Two-factor sign-in and passkeys keep the account yours.

Start with this year's statements

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