Resources

Learn. Optimize. Grow.

Guides, checklists, and insights to help property managers streamline their accounting and scale with confidence.

A step-by-step checklist for closing your books in AppFolio — reconciliations, accruals, adjustments, and final review.

Configure your chart of accounts, custom reports, and owner statement templates for maximum clarity and consistency.

Optimize your AppFolio workflows — from bank feeds to automated journal entries — to save hours every month.

Everything you need to set up a new property in AppFolio correctly from day one — accounts, units, vendors, and more.

Learn how to forecast, track, and optimize cash flow across your portfolio with practical tips and AppFolio tools.