Stessa becomes exponentially more powerful once your accounts are connected and properly configured.
All connections are managed via your Connected Accounts page.
Editing a Financial Account
To update an account’s settings:
Hover over the account
Click the blue pencil icon to the right
In the Edit Account menu, you can:
Change the account name
Update import preferences
Reassign the property
Click Save to confirm your changes
Assigning Financial Accounts
One Financial Account → One Property
Set the account to “Import Automatically”
Assign it to the corresponding Property
By default, Stessa will attempt to import up to 6 months of historical data, depending on your financial institution's availability.
You must configure each individual account—even if multiple accounts belong to the same financial institution.
One Financial Account → Multiple Properties
If a single account includes transactions for multiple properties:
Set the account to “Import and Review Manually”
Assign individual transactions to the correct properties via the Transactions page
This gives you full control over property-level assignment for each transaction.
Multiple Financial Accounts → One Property
If you manage a property using multiple financial accounts:
Assign each account to the same property with “Import Automatically”
There’s no limit to the number of financial accounts you can associate with one property
Uploading Transactions via File
If your institution isn’t supported you can upload transactions manually using QIF or CSV format. Learn more: Upload Transactions Data (QIF, CSV) ›