Stessa for Owners

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 today

Stessa Checking Accounts FAQ (Cash Management)

Keep your rental property finances organized with Stessa's built in checking accounts and related financial services.

Written by Devin Redmond
Updated yesterday

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 this week

Stessa Mobile: 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 over a week ago

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 this week

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

Monthly Expenses: Actual & Pro Forma

Use the Monthly Expenses card on the Property Details page to see trailing 12-month actuals side-by-side with 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

Unlock Your Cash Flow Calculation

If your cash flow calculation on the dashboard is locked, you probably need to add an income source or more pro forma expenses.

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 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

There's no limit to the number of Properties you can add and delete. 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