A blank portfolio is a useful starting point when you are ready to enter your own property finances. When you are still getting to know an application, though, it can leave you wondering what everything will look like once it is filled in.

CLARIFYProperty now lets you create a sample portfolio: a separate portfolio populated with fictional properties, bank transactions and forecasts. You can explore how the pieces fit together before spending time setting up your own records.

Something to explore straight away

The sample contains two fictional properties, with Rent and Mortgage Smart Schedules and categorised bank transactions. There is enough detail to follow the relationship between expected income, borrowing costs and money received or paid out.

For example, some rent receipts have already been split between gross rental income and letting agent fees. You can inspect how a single bank receipt represents both, then look at how actual rental income compares with the expected rent. The schedules also include future rent changes and a change in mortgage interest rate, giving you something to investigate further along the forecast.

The sample remains editable. Change an expected rent, inspect a schedule or try categorising a transaction differently, then see what happens to the figures. It gives you somewhere to practise with fictional information while learning the workflow.

If your plan includes Smart Scenarios, the sample also includes examples covering rent increases and reductions, higher interest rates and rental voids. These give you a starting point for exploring how a change in assumptions affects the forecast. Plans without Smart Scenarios receive the sample without those examples, with an explanation in the creation form.

Creating your sample

Choose Create sample portfolio from the portfolio list. You can keep the suggested title or give it a name of your own. There is also a link from the new portfolio form if you decide you would like to look around before creating a blank one.

Your sample portfolio should only take a few seconds to prepare, with progress shown in the portfolio list. Once it is ready, select the portfolio’s title to explore it.

Sample portfolios have a Sample badge and a notice explaining that the data is fictional. That identity stays with the portfolio even if you rename it. When you are ready to enter your own properties and transactions, create a separate blank portfolio. You can delete the sample through the usual portfolio controls when you have finished with it.

Samples count towards your plan’s portfolio limit. We have also increased the Starter plan allowance to two portfolios, making room for a sample alongside a portfolio containing your own records.

Keeping the example useful

From a development perspective, a useful sample needs more than a collection of example amounts. Its dates need to make sense when someone creates it.

The sample’s transactions and schedules therefore move relative to the month of creation. Recent activity sits behind the forecast, while future changes remain ahead of it. Calendar handling preserves payment days and month-end boundaries, so the example can keep serving its purpose as time passes.

That supports the same aim as our onboarding guidance: helping people reach a useful understanding early. Sometimes the best way to understand a forecast is to open one, follow the numbers and try changing something.