Find your way around Accounting
Choose the workspace for imports, tracking and financial reports.
On this page
Review Transactions
Use Import feed to inspect linked or statement activity. Review booked entries and use Manage accounts for bank connection state.
Open Tracking
Use the loan and fixed asset workspaces for their own dated balances, payments and schedules. Changes in one record can need separate ledger review.
Read Reports and settings
Choose Reports for a reviewed financial view and set its dates and scope. Use Settings > Accounting for chart, bookkeeping-start and subportfolio preferences.
Check the result
- You can identify the transaction, tracking, reporting and settings workspace for the task.
FAQs
Where do I collect rent?
Use Payments for tenant charges and collection. Accounting is the bookkeeping workspace; an import alone does not collect rent.
Where do I fix a bank connection?
Open Transactions > Manage accounts and inspect the existing account before reconnecting or adding another one.