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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

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

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

Automatically import your monthly income and expense transactions from Appfolio.

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

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.

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

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

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

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.

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

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

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

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

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.

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

If you're new to Stessa you may want to enter purchase, capex, and other historical details for more accurate metrics and reporting.

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

Getting and staying connected to AppFolio is essential for accurate reporting. Here we explore how to fix common sync problems.