Quick start: from sign-up to your first report
Add a property, upload your transactions, confirm the suggested categories, then generate your accountant report. Four steps, done once.
Do these four steps once; after that BrickTrack runs in the background.
Add your first property
Start typing your address and BrickTrack fills in the rest. Set your contract date: that's when your CGT holding period starts. Settlement is when ownership begins, and it drives how long you've owned the property.
Upload your transactions
Export a CSV or Excel file from your bank and upload it. Automatic bank feeds are coming; for now this is how transactions get in.
Confirm the categories
Each line gets a suggested ATO category. Confirm or correct it once and BrickTrack remembers the pattern for next time.
Generate your accountant report
Your Schedule E summary and Accountant Pack are one click away in Reports.