Stessa

Connect bank, credit card, mortgage, and property management accounts. Import and categorize transactions in real-time for easy reporting.

How To Link Your Financial Accounts (AKA Connected Accounts)

Suggested configurations for smooth, automatic transaction importing

Managing Your Connected Accounts

There are a few different ways to set up and maintain your mortgages and loans on Stessa. Choose the best method for your situation.

How To Connect Mortgage Accounts

If your property manager uses Propertyware for reporting, Stessa can automatically import your transactions in real-time.

How to Connect Stessa to Propertyware

Automatically import your monthly income and expense transactions from Appfolio.

How To Connect Stessa to AppFolio

Ensure your AppFolio connection stays active for accurate reporting in Stessa.

How to Fix AppFolio Connection Errors

Your linked bank, mortgage, and PM accounts may not pull all your data. Close the gap by importing a file.

How To Upload Transaction Data

Linked bank accounts are the best way to get your data into Stessa and to keep it current going forward. Smaller banks can be problematic.

Troubleshooting Bank Connections

Wondering how Stessa's secure bank connections work? Why do they sometimes break?

Bank Connections Fact Sheet

Easily track and report on income and expenses at multiple levels.

Transactions Explained

If you have Portfolio level expenses or transactions that cover more than one Property, you may want to "Split" them for better reporting.

How to Split, Duplicate, and Merge Transactions

Recover Deleted Transactions from the Trash

If you have many similar transactions to update in the same way, use Stessa's powerful search and bulk editing features to get it done fast.

Use Bulk Transaction Edits to Save Time

Here's a full list of all transaction categories available on Stessa.

Stessa Categories: Master List

Use the new Projects tool keep track of capital expenses and home improvement projects.

Organize your Transactions with Projects

Track each key component of your mortgage payment, like interest, principal, and escrows, for more accurate reporting and easy tax prep.

How to Split & Categorize Mortgage and Escrow Payments

How to Track Capital Expenses

Accurately log and report on new acquisitions, mortgage and loan refinances, and property sales.

Track Purchases, Sales, and Refinances

If you're an owner occupant and a landlord all at a single property, you're house hacking. Use "Splits" to allocate your expenses properly.

How to House Hack with Stessa

With a few custom tweaks, owners of vacation and other short-term rental (STR) properties can use Stessa to efficiently track performance.

How To Track Short-Term Rentals with Stessa

Set yourself up for success with accurate metrics and performance tracking.

How To Enter Historical Property Data

Scan your receipts to create transactions automatically, keep solid tax records in case of an audit, and stay organized.

Stessa Mobile: Smart Receipt Scanning

Apply or return a tenant's deposit? Follow the right steps to record it correctly and zero out the tenant's ledger in Stessa.

How to Record and Apply a Security Deposit in Stessa

If your property manager is Mynd, Stessa can automatically import your transactions.

How to Connect Stessa to Mynd

Financial Tracking

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