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Trusted property finance management

Take control of your property finances

Track income, expenses and tax reporting with ease - all designed specifically for UK landlords

Never miss a rent payment
Bank level security
Save hours on admin

Choose your finance solution

Unlock the full power of automated finance management with PortfolioPlus or start with Portfolio's manual finance features.

Portfolio

Free
Perfect for getting started with basic finance tracking
  • Manual transaction entry
  • Bank statement uploads
  • Basic expense categorisation
  • Property/tenancy assignment
  • Basic tax reporting
Try free for 30 days

PortfolioPlus

Premium
Complete automation with Open Banking and advanced analytics. 30-day free trial, then £5/month for unlimited properties.
  • Everything in Portfolio plus:
  • Open Banking integration
  • Live bank feeds
  • Auto-categorisation rules
  • Rent tracking & alerts
  • Real-time P&L & cash flow
  • Instant SA105 tax summary

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Why landlords choose PortfolioPlus

Transform your property finance management with intelligent automation and deep insights

Save 10+ hours per month

Eliminate manual data entry with automatic bank feeds and smart categorisation

Bank level security

Open Banking uses read-only access with 256-bit encryption, regulated by the FCA for complete peace of mind

Real-time performance insights

Understand how each property performs with instant P&L and cash flow reports

Never miss rent again

Automated alerts keep you informed about overdue payments and cash flow issues

Instant tax summary

Generate a SA105 tax summary in seconds, not hours

Access anywhere, anytime

Desktop, mobile, wherever. Portfolio works on the go – because leaking taps don't wait for office hours.

Trusted by UK Landlords

See how property owners are transforming their finance management

"PortfolioPlus has completely transformed how I manage my property finances. The Open Banking integration saves me hours every month, and the real-time reports help me make better investment decisions."

Sarah Mitchell
Portfolio owner, 12 properties

"Started with Portfolio to learn the basics, but quickly upgraded to PortfolioPlus when I saw how much time the Open Banking integration could save. The automated categorisation and real-time insights are worth every penny."

James Thompson
Property Owner, 3 properties

"The rent tracking and overdue alerts in PortfolioPlus are game-changers. I never miss a payment issue now, and the P&L reports show exactly which properties are performing best."

Emma Roberts
Property Investor, 8 properties

Comprehensive financial tracking

Stay organised and Informed: Easily track all your rental income, business expenses, and overall financial records in one convenient place.

Automated income and expense management

Simplify your bookkeeping: When you first connect your bank, manually categorise your initial transactions to set the foundation. Our system then uses machine learning to automatically recognise and categorise repeating transactions, such as regular rent income and expenses like mortgage and insurance payments, saving you time and reducing future manual work.

Frequently asked questions

Everything you need to know about our PortfolioPlus features

How secure is the Open Banking integration?

We work with MoneyHub, a regulated Open Banking provider. Open Banking is designed to be a very secure process, utilizing bank-level encryption and regulation by the Financial Conduct Authority (FCA) in the UK. You control which regulated third-party providers can access your data, and you can revoke permission at any time. Your bank login details are never shared, and you are protected by data protection laws.

Can I switch from Portfolio to PortfolioPlus later?

Yes, you can switch from Portfolio to PortfolioPlus at any time and keep all the data you have entered. All PortfolioPlus features can be used with data added via the Portfolio offering.

Which banks are supported for Open Banking?

For the most up to date list please visit https://www.moneyhub.com/status

How does Rent Tracking Work?

Rent tracking works by firstly setting up a bank rule automation to auto categorise incoming rent payments for your tenancy. Once that is set up you can set up which alerts you would like sent, if rent matching the rule you set up has not been received. Rent alerts can be sent to you and/or your tenant(s).

Is the tax reporting HMRC compliant?

NRLA Portfolio does not currently offer an MTD solution but we plan to add this shortly. The Tax Summary offered through PortfolioPlus is intended to be used an indication and can be sent to your accountant to assist with a tax submission.

What happens to my data if I cancel my NRLA membership?

Your data will be retained for 12 months and you can reactivate at any time to pick up where you left off. 12 months after your membership ends we will delete your data.