Track properties, projects, and programs with dimensions

Dimensions tag every transaction with whatever you track: classes, locations, properties, funds, or departments. Then your reports break down by them.

One client with seven rental properties? One workspace, one Property dimension, seven values.

Create a dimension:

1. Click Settings at the bottom of the sidebar and find the Dimensions section.
2. Type a name that fits your books, like Property, Project, or Fund, then click Add.

3. Add the values under it, like each property address.
4. Tick Pinned to show it as a column on the Transactions page. Up to two can be pinned.
5. Tick Balance Sheet if you want it to break down balance sheet accounts too, not just profit and loss.

Tag your transactions:

• On the Transactions page, click the dimension cell on a row and pick a value. You can create new values right from the picker.
• For many rows at once, select them and use the Dimensions button in the toolbar.
• Bills carry dimensions too, for the whole bill or per line.

Report by dimension:

1. Open the Profit and Loss or Balance Sheet report.
2. In the columns control, switch from Total to your dimension, for example By Property.
3. Every value gets its own column, plus an Unassigned column for anything untagged.
4. Click CSV to export the whole breakdown.

Good to know:

• Archiving a dimension keeps its history. Archived values roll into Unassigned on reports.
• Dimensions live in business workspaces, and managing them takes an owner or bookkeeper role.

Updated on: 03/08/2026