Your Transactions Page
All income and expenses are tracked on the Transactions page. From here, you can:
Add, edit, and categorize transactions
Assign them to a portfolio, property, and/or unit
Ways to Add Transactions
There are three ways to get data into your Transactions page:
Automatic import: Link your bank accounts to Stessa to import transactions automatically.
Manual entry: Click the + Add button on the Transactions page to enter transactions individually.
CSV or QIF file upload: Upload a file exported from your bank or spreadsheet program. You can include a Property column or assign the entire file to a specific property during upload. See How To Upload Transaction Data.
Once transactions are added, you can:
Categorize them
Assign them to a portfolio, property, or unit
Use bulk editing to update multiple entries at once
Assigning Transactions by Property
Auto-Assignment with a Connected Account
If you use a dedicated bank account for a single property:
Go to Connected Accounts.
Connect the account.
Assign the property directly to the account.
All imported transactions are then auto-tagged to that property.
Uploads via CSV or QIF
You can either:
Assign the entire upload to a property, or
Include a "Property" column in your file. Make sure each property name exactly matches the name in your Stessa account.
Tip: If you need to allocate an expense across multiple properties or units, use the Split feature instead.
Assigning Transactions by Unit
To assign a transaction to a unit, it must already be assigned to a property.
In the add/edit transaction panel, select the property.
Select a unit from the All Units dropdown.
If a transaction was auto-created, click + Assign to Unit under the property name.
Why Unit Assignments Matter
Unit-level assignment is especially useful for:
Tracking rent payments per tenant
Separating "Other Income" (parking, storage, etc.)
Identifying expense outliers (e.g., one unit has more repairs than others)
Logging CapEx projects by unit (e.g., kitchen or bathroom remodels)
Assigning Expenses by Portfolio
Have an expense that doesn’t apply to a specific property? As long as you’ve added at least two properties, you can assign expenses at the portfolio level:
Go to your Transactions page.
In the Property column, choose your portfolio name from the dropdown.
Note: Portfolio-level expenses aren’t allocated to specific properties. They appear in a separate column on reports like the Income Statement and Net Cash Flow.
Running Reports by Portfolio, Property, or Unit
Stessa supports detailed reporting for portfolios, properties, and units. Go to the Reports page and:
Select your report type (e.g., Income Statement, Net Cash Flow, Tax Package).
Choose your scope: All Properties, a Portfolio, or a single Property.
Set your date range.
Choose your layout:
By Month: Monthly columns (aggregated)
By Property: A column for each property (select a portfolio above)
By Unit: A column for each unit (select a single property above)
Combined: A single column of total values
Choose category depth:
By Category: Summary view
By Sub-Category: More granular detail
Click Download to export to Excel or PDF.
Tip: Many reports are clickable. Hover over any figure in the Income Statement or Net Cash Flow reports to jump to the underlying transactions.
A Stessa subscription is required to access all available reports.