Stessa Help Articles

Set up, understand, and optimize your Stessa account.

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22 articles in this collection
Written by Devin Redmond

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.
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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.
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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.
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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.
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Written by Devin Redmond
Updated over a week ago

Managing Data Sources

You may need to take action to keep your bank, mortgage, credit card, and property management account links active and healthy.
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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.
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Written by Devin Redmond
Updated over a week ago

Monthly Expenses: Actual & Pro Forma

Use the Monthly Expenses card on the dashboard to see trailing 12-month actuals side-by-side with pro forma budget amounts.
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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.
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Written by Devin Redmond
Updated over a week ago

Keep Your Rent Roll Current

Add and remove units, and input actual and market rents to keep your Rent Roll current and your Income calculations accurate.
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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.
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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.
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Written by Devin Redmond
Updated over a week ago

Upload Transactions Data (QIF, CSV)

Your linked bank, mortgage, and PM accounts may not pull data for all prior periods. Close the gap by importing a clean QIF or CSV file.
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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.
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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.
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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.
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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!
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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.
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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.
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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.
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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.
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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?
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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. Send quarterly updates to limited partners.
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Written by Devin Redmond
Updated over a week ago