Format v1 · prepared monthly totals

One CSV format. No guessing.

Export or prepare your own monthly property totals, then arrange the columns below. This is not an AppFolio or Buildium native schema. No PDF import.

Download fictional sample CSV

UTF-8 comma-separated CSV, exact header order and lower-case names. UTF-8 BOM and CRLF line endings are accepted. Quoted commas and escaped double quotes are accepted; multiline fields, blank rows and additional columns are not. Surrounding whitespace is trimmed.

owner_id,owner_name,property_id,property_name,period,currency,income,expenses

owner_id: Stable owner ID: 1-40 letters, digits, underscores or dashes. Rows with the same ID become one PDF.
owner_name: Display name, 1-100 printable basic Latin (ASCII) characters. Must match on all rows for the same owner_id.
property_id: Unique property ID: 1-40 letters, digits, underscores or dashes. Exactly one row per property. Duplicate IDs and split ownership are rejected.
property_name: Property label, 1-100 printable basic Latin (ASCII) characters.
period: Reporting month as YYYY-MM, e.g. 2026-10. Use the same month on every row.
currency: One of USD, EUR, GBP, CAD, AUD. Use the same currency throughout the file. No conversion.
income: Non-negative monthly income, e.g. 4200.00. Dot decimal, up to 2 decimals, maximum 9999999.99. No symbols, commas or thousands separators.
expenses: Non-negative monthly expenses with the same rules as income. Net is income minus expenses and can be negative.

Limits and output

Maximum 2 MB, 2,000 property rows and 100 owners per file.
One reporting month and currency. Each property belongs to exactly one owner. No co-owner allocation or transaction-level rows.
One PDF per owner with company name, optional PNG logo, period, property income/expenses/net and owner totals. Long reports paginate.
Company name uses 1-80 printable basic Latin (ASCII) characters in this first version. Transliterate accents if needed. Logo: PNG, max 500 KB, up to 2048 × 2048 pixels.
Amounts are parsed into integer cents before aggregation. This tool does not verify that your source totals are correct.
All sample names, properties and financial figures are fictional. Sample downloads do not count as real exports.

Only choose CSVs and logos you trust. Working data lives only in this tab. No browser database, file upload or remote processing.

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