Add a Property Valuation
Overview
You can use PaTMa to store property valuations to help understand the value of your investments.
PaTMa also offers a visual representation of this data, showcasing the overall performance of your property and portfolio.
Adding a new or historic valuation is easy once you have added the property to your portfolio.
Adding a Valuation
First, select the relevant property from your Portfolio and click New Valuation on the Property Overview tab.
There are only four fields you need to fill out for each valuation:
- Value - the valuation given.
- Date of valuation - the date the valuation was assigned.
- Valuer - the person or business who carried out the valuation.
- Approximate - check this box if the value is approximate or was likely to be inaccurate at the time the valuation was performed.
Click Save to store the valuation.
View or Edit Valuations
From the Property Overview, you can view or edit any valuations that have been stored for a property.
Choose the Capital tab to see all stored valuations, along with mortgage information where applicable.
All stored valuations will be displayed. You can click the icon next to any of them to edit them, using the same form as when adding them.
⚠️ Do not edit the existing property value if you receive a new valuation. Add a new valuation and PaTMa will update accordingly.