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How do I enter credits, rebates or concessions?
How do I enter credits, rebates or concessions?
Cindy Bellford avatar
Written by Cindy Bellford
Updated over a year ago

Occasionally you may need to enter negative "costs", like lender or seller credits, rehab work rebates, seller concessions, or other discounts you receive during the closing or rehab processes.

You can also use this to account for any sources of income during the rehab period of flips or BRRRRs. This is helpful, for example, if you're rehabbing only some of the units in a multi-family building, while renting the others.

You can account for credits, rebates or concessions by entering a negative amount on any itemized list on the property's Purchase Worksheet, like the closing costs, rehab costs or operating expenses.

 

Step 1: Select "Itemize" for the Category in Question

For example, if you need to enter seller concessions, open the Purchase Worksheet, and click Itemize in the Purchase Costs section:

Purchase costs itemize button

Then turn on the Itemize Purchase Costs toggle:

Purchase costs itemize toggle

 

Step 2: Add an Item With a Negative Amount

Click the Add button at the top right of the list:

Add a new purchase cost button

Then enter the information about the specific credit, rebate or concession you're receiving, making sure to enter a negative amount:

Seller's concessions new item example

After clicking the Add button, the new item will be added to the list. It will correctly discount the total for that category and offset the other items:

Seller's concessions item example

 

Note: the above screenshots were taken from our website, but the same features can be found in our iOS and Android apps as well.

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