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Stessa Mobile App

Features, Troubleshooting & Tips

Updated this week

The Stessa mobile app (iOS and Android) is a powerful companion to the full web platform. While not all web-based features are available in the app, mobile users can still manage key tasks like receipt scanning, viewing reports, and editing transactions while on the go.

What features are available on the Stessa mobile app?

The mobile app supports many Stessa features, including:

  • Receipt scanning

  • Viewing reports (Income Statement, Net Cash Flow, etc.)

  • Editing, categorizing, and managing transactions

  • Viewing portfolio dashboards

Features only available on mobile:

  • Receipt scanning: You can snap and upload receipts to automatically create or attach to transactions.

How do I update the Stessa mobile app?

Keeping the app up to date ensures better performance and fewer bugs. Turning on automatic updates ensures you're always using the latest version of the app.

On iOS:

  1. Open the App Store.

  2. Search for “Stessa.”

  3. Tap Update if available.

    Enable Automatic Updates: Settings > App Store > Enable App Updates

On Android:

  1. Open the Google Play Store.

  2. Tap Apps, then search for “Stessa.”

  3. Tap Update if available.

    Enable Automatic Updates: Google Play > Profile > Settings > Network Preferences > Auto-update apps

How do I scan receipts in the mobile app?

Stessa's mobile app is the only place to scan receipts.

To scan a receipt:

  1. Tap the “+” icon or go to the Transactions screen.

  2. Select Scan Receipt.

  3. Snap a photo of your receipt.

  4. Stessa will:

    • Attach it to an existing transaction (if matched), or

    • Create a new transaction with auto-filled details like date, amount, and vendor.

You’ll see a green checkmark when the scan is successful.

Can I view reports on the mobile app?

Yes! Reports are mobile-optimized.

Directly viewable in-app:

  • Income Statement

  • Net Cash Flow

These support horizontal scrolling and include clickable data points that link to specific transactions.

Other reports (PDF/Excel downloads):

  • Balance Sheet

  • Capital Expenses

  • Rent Roll

  • General Ledger

  • Tax Package

  • Stress Test

These can be opened with:

What transaction tools are available on mobile?

  • On the Stessa mobile app, you can:

  • View your full Transactions ledger

  • Edit transaction details

  • Categorize income and expenses

  • Assign Property and Unit

  • Attach or scan receipts

  • Delete transactions

Not yet supported on mobile:

  • Split transactions

  • Merge transactions

What should I do if the app isn't working properly?

Try these steps first:

  1. Close and reopen the app – This resets your session and clears any temporary glitches.

  2. Log out and log back in – Refreshes your account data.

  3. Update your app – Make sure you’re running the latest version (see above).

  4. Restart your device – This clears background processes that might interfere with performance.

How do I get help with the mobile app?

For assistance, please reach out to our support team directly using the messenger in the bottom right corner.

Please describe the issue and include:

  • Device type (iPhone, Android)

  • App version

  • What you were doing when the issue occurred

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