How to create your statement

The main steps in brief. In the tool you will find further hints at every step.

Getting started

1. Open the tool. It runs in the browser, without sign-up.
2. First load the example («Load example») to see what a finished statement looks like.
3. Then create your own property with «Quick start» and work through the steps on the left in order.

The steps

The quick start asks for the property type, period, apartments with area, tenants, advance payments and your IBAN on two short pages. Afterwards the tool shows what is still open under «Still missing» at the top. «Electricity» and «Common areas» only appear when you need them; you can show them in the menu at any time.

1. Property: property type, address, statement period (usually 1 January to 31 December), administration fee and your bank details for the QR payment slip. This is also where you switch on VAT for commercial premises.
2. Heating: choose the heating type. The tool suggests the matching items and shows which receipts you need.
3. Apartments: apartments, offices and storage with area and meter readings at the start and end of the period.
4. Tenants: one entry per tenant with move-in, move-out and monthly advance payment. Owner-occupied apartments as «own use». Under «Details» you can also enter the tenant’s email.
5. Electricity (if switched on): if you have private electricity meters, the utility invoice and meter readings.
6. Common areas (if used): common electricity, laundry room with coin meter, common water and your own working hours.
7. Costs: all invoices for the period with allocation. Under «More» you set the type, the apartments concerned and the management fee. Items without an amount can be removed with one click. The tool compares with the previous year.
8. Statement: check the notes, then create the PDFs for all tenants or use «Prepare email» for each tenant. After sending, «Mark as sent»: the period is then protected against changes.

Licence

Without a licence you see all amounts, but the statement carries a watermark and the PDF is a sample without a QR payment part. With the full version these restrictions disappear.

1. In the tool, tap «Full version» at the top, choose the number of properties and buy.
2. Pay with TWINT or card. Stripe then takes you back to the tool, which is unlocked immediately.
3. Note the licence key shown (it starts with «NK1.»). On another device, paste it under «Enter licence key».
4. For another property, later choose «Buy an additional property» and enter the additional key as well.

You can enter the key on all your devices. After each annual renewal, the tool fetches the new key by itself as soon as it is online.

Backing up and moving data

Your data is only in this browser. Save a backup file regularly under «Law and data». On another device, load this file and you will have the same data there.

On a phone or tablet

On iPhone, open in Safari, tap the share icon and choose «Add to Home Screen». On Android, in the Chrome menu choose «Add to Home screen». The tool then starts like an app.

Contact

Questions, bugs or wishes to info@nebenkosten-rechner.ch. Please describe briefly in which step it happened.