Your Transactions Page
All income and expenses are tracked through 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.
Once transactions are added, you can:
Categorize them
Assign them to a Portfolio, Property, or Unit
Use bulk editing for faster updates to multiple entries
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 will be auto-tagged accordingly.
Uploads via CSV or QIF
You can either:
Assign the entire upload to a Property
Include a “Property” column in your file. Make sure the 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, make sure it’s already assigned to a Property first.
Steps:
Within the add/edit transaction, 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 (i.e. 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 to the Portfolio level.
To do this:
Go to your Transactions page
Under the “Property” column, choose your Portfolio name from the dropdown
Note: Portfolio-level expenses are not allocated to specific Properties and 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
Units
To run reports, 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 – View monthly columns (aggregated)
By Property – View columns for each Property (select a Portfolio above)
By Unit – View columns for each Unit (select a single Property above)
Combined – See 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: Want to dig into the numbers? Many reports are clickable!
Hover over any figure in the Income Statement or Net Cash Flow reports to jump directly to the underlying transactions.
*A Stessa subscription is required to access all available reports.