Manager Format Library
A manager's packet is a document with habits, not a neutral container of numbers. Each profile below records one manager's idiosyncrasies — which the ingest applies automatically so a statement reads right the first time. A manager with no profile is handled generically, exactly as before. These rules are applied to the numbers; they never invent one.
AppFolio income statement
appfolio-statement
Matches
pinehurst
keystone
prairie wind
atlas storage
pinecrest
Occupancy
- Reported by unit; shows unit + sqft.
Budget
- Operating budget — stops at NOI.
- Debt service not budgeted → carry the actual as the budget proxy.
Notes
Plain-language account names, no codes; the budget stops at NOI so debt service is carried across from actuals.
Yardi Voyager 12-month recap
yardi-recap
Matches
cedar ridge
harbor lane
granite peak
crosswater
Occupancy
- Reported by unit; shows unit.
Budget
Notes
Twelve monthly columns and a Total column; account codes lead every line; subtotals print as 'XX Total …'.