CLARIFYProperty Dev Diary

The CLARIFYProperty dev diary

A work in progress.
And the thinking behind it.

New features, small refinements, and the occasional rethink. Notes from building better property management software.

Earlier in the diary

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  1. From Calendar to Schedule List, and Back Again

    Find a rent or mortgage Smart Schedule in the list, then jump straight to its place in the calendar.

  2. Rent Collection Rules: Start with What You're Trying to Do

    Rent Collection Rules bring rent, agent fees and deductions into a guided review, so you can record a rent receipt without first learning how split transactions work.

  3. Categorisation Rules for Specific Bank Accounts

    Categorisation rules can now be limited to a particular bank account, helping you make more precise suggestions when similar transactions need different treatment.

  4. Fewer Rows, Clearer Smart Schedules

    Customer feedback has helped us simplify the Smart Schedules table by bringing matching rows together, making a long forecast easier to scan.

  5. Your Portfolio's Rent Performance at a Glance

    A new portfolio total at the top of Rent Performance makes it easier to compare expected rent with actual receipts across your properties and rooms.

  6. Simpler, Clearer Charts

    Customer feedback prompted us to revisit our cashflow charts, simplify the default view and make the figures easier to follow.

  7. More to Try in the Sample Portfolio

    A downloadable transaction CSV and fewer pre-categorised transactions give you more opportunities to practise with the sample portfolio.

  8. Explore with a Sample Portfolio

    Sample portfolios give you fictional properties, transactions and forecasts to explore, so you can learn how CLARIFYProperty works before entering your own figures.

  9. Interest-Only Mortgages in the Playground

    The Mortgage Playground now models interest-only mortgages, with a choice of modelling period and rate changes to explore alongside the original figures.

  10. From the Backlog to Better Transfer Categorisation

    A request to flag suggested transfer pairings became easier to implement once the guardrails were in place, and prompted a useful review of the transfer workflow.

  11. A Helpful Nudge When Categorising

    New categorisation prompts offer a little extra context for less common choices, with the flexibility to keep the category and property allocation that suit your transaction.

  12. Your Inbox, Your Choice

    Easier unsubscribe options give you more control over CLARIFYProperty emails, with a simple way to turn them back on if you change your mind.

  13. One Sign-In Page, More Possibilities

    A shared sign-in page removes a small inconvenience for administrators and lays the groundwork for more sign-in options in future.

  14. Transfer Categories, Together

    Transfer options are now grouped together in the Category dropdown, making them easier to find when categorising transactions.

  15. A Little Help with the Next Step

    Practical email guidance helps you build your first forecast, make sense of real transactions and explore what comes next, with suggestions based on your progress.

  16. A Second Chance for Deleted Portfolios

    Deleted portfolios can now be restored for 30 days, giving you time to change your mind before their data is permanently removed.

  17. Archive Properties Without Losing Their History

    Properties and rooms can now be archived when they are no longer in use, keeping day-to-day screens focused without losing the history behind your figures.

  18. Safer Portfolio Deletion

    Deleting a portfolio now includes a little more friction to help prevent the accidental loss of important data.

  19. More Predictable Browser Navigation

    Modal forms no longer add extra steps to your browser history, so the Back button takes you back to the page you visited previously.

  20. Notifications That Stay Out of the Way

    Flash messages now appear at the bottom right of the screen, where they confirm what has happened without getting in the way of your next action.

  21. A Clearer Way to Manage Categorisation Rules

    The Categorisation Rules management screen has been restyled to make working with your rules clearer and easier.

  22. Ad Hoc Expenses Without a Property

    Ad Hoc Expenses can now be recorded without linking them to a property, making it easier to plan costs that belong to the wider business.

  23. Faster Forecasting with Inline Smart Scenario Editing

    Smart Scenarios can now be edited in place, making it quicker and easier to explore changes without repeatedly leaving the forecast you're working on.

  24. Free Trial, No Credit Card Required

    CLARIFYProperty now offers a full-featured free trial with no credit card required. Behind this simple change is a major redesign of the subscription system, separating trial access from paid Stripe subscriptions for a smoother onboarding experience.

  25. Auto Balancing for Split Transactions

    Auto Balancing now automatically keeps split transactions balanced by updating the final line as you edit, removing manual calculations and small friction points.

  26. Introducing Split Suggestions

    Split Suggestions provide a helpful starting point when creating split transactions in CLARIFYProperty. Our first suggestion proposes letting agent fees alongside rental income, reducing repetitive data entry while keeping you fully in control.

  27. Ad Hoc Expense Smart Schedules Arrive in CLARIFYProperty

    New Ad Hoc Expense Smart Schedules initial feature for feedback.

  28. The New New Smart Schedule

    Replacing hard-coded 'New' buttons with a structured, scalable Smart Schedule creation flow.

  29. Smarter Transaction Categorisation

    Introducing support for multiple matching categorisation rules, with user selection and a glimpse of future adaptive behaviour.

  30. Repayment Mortgages (and why they were trickier than expected)

    Extending Mortgage Smart Schedules to support repayment mortgages while keeping the mental model simple.

  31. Rent Smart Schedules: Seeing Tomorrow's Cash Today

    Rent Smart Schedules take the guesswork out of property cashflow. See upcoming rent, spot potential shortfalls, and make confident decisions — even as your portfolio grows.

  32. Why Every Pound Needs A Destination

    There's a shortcut you can take when building property software. I didn't. Here's why starting with proper structure matters - and why it's good news for you.

  33. Why CLARIFYProperty Exists

    Most property investors track "profit." But cash flow tells the real story. Here's why I built CLARIFYProperty to focus on what really matters.

  34. Introducing the CLARIFYProperty Dev Diary

    A behind-the-scenes look at the decisions, features, and lessons learned while building CLARIFYProperty.