Stessa becomes exponentially more powerful once your accounts are connected and properly configured.
All connections are managed on your Connected Accounts page. To get there from within Stessa, click the circle icon in the top-right corner, select Settings, and then click Connected Accounts. In the mobile app, the Connected Accounts section is available directly from the main screen.
Editing a Connected Account
To update or refresh the connection
Go to the Connected Accounts page.
Find the account and click the three vertical dots.
Click Edit Login and re-enter your credentials.
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, or reassign the property.
Click Save to confirm your changes.
To stop tracking a financial account
Go to the Connected Accounts page.
Hover over the account you want to stop tracking.
Select the edit (pencil) icon and choose one of the following options:
Stop Importing: Stops tracking new transactions but preserves historical data.
Exclude From Stessa: Fully halts syncing for the account and deletes imported transactions.
Save the changes to finalize.
Assigning Financial Accounts
One Financial Account → One Property
Set the account to Import Automatically.
Assign it to the corresponding Property.
By default, Stessa will try to import up to 6 months of historical data, depending on your financial institution.
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 on 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 in How To Upload Transaction Data.
FAQ: Managing Bank Connections
What if I want to link a new bank account?
Go to the Connected Accounts page and follow the prompts to set up the connection. Be sure to finish any required configuration so transactions import smoothly. For step-by-step instructions, see How To Link Your Financial Accounts.
Will stopping imports delete old data?
No. Using Stop Importing doesn’t delete previously imported data. Your historical transactions remain visible in your Stessa account.
What happens if I delete a bank connection?
When you delete a bank connection, all previously imported data is permanently removed and can’t be retrieved. We don’t recommend deleting bank connections.