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Stessa for Owners
Stessa for Owners
Set up, understand, and optimize your Stessa account.
54 articles in this collection
Written by
Devin Redmond
and
Victor Perez
Stessa Rent Collection for Owners
Reliable and timely rent collection is the cornerstone of a healthy real estate investment portfolio. Stessa Rent Pay makes it easy.
Written by
Devin Redmond
Updated over a week ago
Fill Vacancies with Stessa’s Rental Applications
Vet potential tenants with help from Stessa and our trusted screening partner RentPrep to fill your vacancies quickly and easily.
Written by
Victor Perez
Updated over a week ago
Schedule E Report Mapping
This article provides the mapping used between the categories in Stessa and the categories in the Schedule E report.
Written by
Victor Perez
Updated over a week ago
Stessa Pro FAQs
Learn more about Stessa Pro!
Written by
Victor Perez
Updated over a week ago
Bank Transfers: Limits, Fees, and Timing (Cash Management)
There are many ways to move funds in/out of your Stessa Cash Management accounts. Use this reference to understand limits, fees, and timing.
Written by
Devin Redmond
Updated over a week ago
Stessa Cash Management Accounts FAQ
Keep your rental property finances organized with Stessa's built-in cash management accounts and related financial services.
Written by
Devin Redmond
Updated this week
Recover Deleted Transactions from the Trash
If you've lost a transaction or deleted it by mistake, you can now restore it with Stessa's new trash can feature.
Written by
Devin Redmond
Updated over a week ago
Track Purchases, Sales, and Refinances
Accurately log and report on new acquisitions, mortgage and loan refinances, and property sales. Run an IRR calculation in Excel.
Written by
Devin Redmond
Updated over a week ago
How to House Hack with Stessa
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.
Written by
Devin Redmond
Updated over a week ago
Tenant Ledger: Track Charges, Payments & Balances by Tenancy
Always know who owes you how much. Track rent, other charges, and payments received. See running balances by tenant.
Written by
Devin Redmond
Updated over a week ago
Stessa Mobile: Reporting On The Go
Stessa's full suite of financial reports are available on the mobile app, with a few slight differences from the web platform.
Written by
Devin Redmond
Updated over a week ago
Your Schedule of Real Estate Owned
Use the Schedule of Real Estate Owned (SREO) report as a top-level summary of your entire portfolio including debt, equity, and income.
Written by
Devin Redmond
Updated over a week ago
Stessa Mobile: Troubleshooting the App
If you're having trouble with receipt scanning, bank accounts, reports, or just about anything else on the mobile app, try these fixes.
Written by
Devin Redmond
Updated over a week ago
Use Notes Fields for Quick Reference
Stessa supports free-form "Notes" at the tenant, unit, and property level. Use them in specific ways to keep key details at your fingertips.
Written by
Devin Redmond
Updated over a week ago
Logging In to Your Stessa Account
Your Stessa account log in requires your email and a password. You can also enable two-factor authentication for enhanced security.
Written by
Victor Perez
Updated over a week ago
Stessa Mobile: Smart Receipt Scanning for Rental Properties
Scan your receipts to create transactions automatically, keep solid tax records in case of an audit, and stay organized.
Written by
Devin Redmond
Updated over a week ago
Understanding Your Rent Roll Report
Sometimes you want to see all your units, leases, and tenants on a single page. The Rent Roll report is the best way.
Written by
Devin Redmond
Updated over a week ago
Connect Stessa to Your Property Manager
Stessa currently supports data connections to four popular reporting platforms: Appfolio, Propertyware, Apartments.com, and Great Jones.
Written by
Devin Redmond
Updated over a week ago
Connecting Stessa to Propertyware
If your property manager uses Propertyware for reporting, Stessa can automatically import your transactions in real-time.
Written by
Devin Redmond
Updated over a week ago
Stress Test / Sensitivity Analysis Report
Use the Stress Test model to run various rent collection scenarios across your Portfolio. Quickly compare results to your cash balances.
Written by
Devin Redmond
Updated over a week ago
Assigning Transactions & Reporting: Portfolios, Properties, and Units
One of Stessa's core features is the ease with which you can track and report on income and expenses by portfolio, property, and/or unit.
Written by
Devin Redmond
Updated over a week ago
Premium Feature: Rent Estimates
Lease renewals and vacancies are key opportunities to increase cash flow. Make the most of them with Stessa's new Rent Estimate reports.
Written by
Devin Redmond
Updated this week
Understanding Your Cash-on-Cash Return
Stessa's dashboards include a cash-on-cash metric with a chart that tracks monthly changes over time. Here's how to use it effectively.
Written by
Devin Redmond
Updated over a week ago
Sold Property Designation
Asset sales are an essential part of a healthy portfolio strategy. Here's how to designate a Property as "sold" in Stessa.
Written by
Devin Redmond
Updated over a week ago
Bank Connections Fact Sheet
Wondering how Stessa's secure bank connections work? We deploy the same technology utilized by hundreds of other fintech platforms and apps.
Written by
Devin Redmond
Updated over a week ago
Android App: Stessa On The Go
Get the Stessa Android app for quick and easy receipt scanning, transaction management, and dashboard updates.
Written by
Devin Redmond
Updated over a week ago
Stessa Demo & Tutorial Videos
Learn to use Stessa like a pro with our demo and instructional videos, which we've compiled here in a single help article.
Written by
Devin Redmond
Updated over a week ago
iOS Mobile App: Stessa Anywhere
Our iOS app delivers quick receipt scanning, transaction details, and dashboard views for real-time performance metrics.
Written by
Devin Redmond
Updated over a week ago
Stessa Categories: Master List
Here's a full list of all transaction categories available on Stessa. Include these in your CSV file data before uploading to save time.
Written by
Devin Redmond
Updated over a week ago
Store Key Documents for Quick Reference
Use Stessa's Documents feature to store, organize, and find important real estate documents related to your rental property portfolio.
Written by
Devin Redmond
Updated over a week ago
Track Raw Land & Vacant Lots with Stessa
Add a simple dummy property and then update key details to track unidentified lots and vacant land in your Stessa account.
Written by
Victor Perez
Updated over a week ago
How to Track Capital Expenses
Sometimes capital expenses are unavoidable. Make sure you're tracking them accurately via your Transactions page to ensure proper reporting.
Written by
Devin Redmond
Updated over a week ago
Stessa New Customer FAQ
What is Stessa? Who's it for? Get answers to your most basic questions. Then sign up and see what Stessa can do for your portfolio.
Written by
Devin Redmond
Updated over a week ago
Split & Categorize Mortgage Payments
Track each key component of your mortgage payment, like interest, principal, and escrows, for more accurate reporting and easy tax prep.
Written by
Devin Redmond
Updated over a week ago
Track Short-Term Rentals with Stessa
With a few custom tweaks, owners of vacation and other short-term rental (STR) properties can use Stessa to efficiently track performance.
Written by
Devin Redmond
Updated over a week ago
Use Bulk Transaction Edits to Save Time
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.
Written by
Devin Redmond
Updated over a week ago
Closing Your Stessa Account
If you've decided Stessa just isn't for you, send us an email to request that your account and all associated data be deleted.
Written by
Devin Redmond
Updated over a week ago
Managing External Accounts
You may need to take action to keep your bank, mortgage, credit card, and property management account links active and healthy.
Written by
Devin Redmond
Updated over a week ago
Valuation Method: Select & Manage
One of Stessa's most powerful benefits is the ability to run a current valuation in real-time based on key variables.
Written by
Devin Redmond
Updated over a week ago
Stessa Pro Monthly Expenses: Actual & Pro Forma
Use the Monthly Expenses card on the Property Dashboard to see trailing 12-month actuals side-by-side with the pro forma budget.
Written by
Devin Redmond
Updated over a week ago
Mortgages & Loans: Add & Edit
There are a few different ways to set up and maintain your mortgages and loans on Stessa. Choose the best method for your situation.
Written by
Devin Redmond
Updated over a week ago
Managing Leases & Tenants in Stessa
Add and remove units, set up tenants and rents, and input other important lease terms to make sure your metrics are accurate.
Written by
Devin Redmond
Updated over a week ago
Basic Property Details: Add & Edit
Use the small gear icon in the right corner of the "Property Details" card to update financials, switch photos, and perform other key tasks.
Written by
Devin Redmond
Updated over a week ago
Upload Transactions Data (QIF, QFX, OFX, CSV)
Your linked bank, mortgage, and PM accounts may not pull all your data. Close the gap by importing a QIF, QFX, OFX, or CSV file.
Written by
Devin Redmond
Updated over a week ago
Fixing AppFolio Connection Errors
Getting and staying connected to AppFolio is essential for accurate reporting. Here we explore how to fix common sync problems.
Written by
Devin Redmond
Updated over a week ago
Enter Historical Property Data
If you're new to Stessa you may want to enter purchase, capex, and other historical details for more accurate metrics and reporting.
Written by
Devin Redmond
Updated over a week ago
Configure Less Than 100% Ownership
If you own less than 100% of one or more Properties, you can set up your Stessa account to calculate based on your actual percentage.
Written by
Devin Redmond
Updated over a week ago
Troubleshooting Bank Connections
Linked bank accounts are the best way to get your data into Stessa and to keep it current going forward. Get connected and stay connected!
Written by
Devin Redmond
Updated over a week ago
How to Split, Duplicate, and Merge Transactions
If you have Portfolio level expenses or transactions that cover more than one Property, you may want to "Split" them for better reporting.
Written by
Devin Redmond
Updated over a week ago
Add / Delete Properties and Manage Portfolios
Stessa Pro subscribers can use Portfolios to consolidate dashboards and manage Collaborators.
Written by
Devin Redmond
Updated over a week ago
Connecting Stessa to AppFolio
If your property manager uses AppFolio, Stessa can import your income and expense transactions automatically every month.
Written by
Devin Redmond
Updated over a week ago
Linking Your Financial Accounts
Connect bank, credit card, mortgage, and property management accounts. Import and categorize transactions in real-time for easy reporting.
Written by
Devin Redmond
Updated over a week ago
Understanding Your Dashboards
Your Portfolio and Property dashboards provide a quick snapshot of projected results. How is each metric calculated and what does it mean?
Written by
Devin Redmond
Updated over a week ago
The Power of Portfolio Collaborators
Invite investors, partners, and collaborators to a portfolio. Manage view/edit permissions across Properties, Portfolios, and Transactions.
Written by
Devin Redmond
Updated over a week ago