Find your way around Accounting
Find Dashboard, imports, bank and loan accounts, tracking tools, reports and accounting preferences.
On this page
Have the dates and property you want to review in mind. Imported activity, saved ledger entries, payments received and estimated property values describe different things.
Step 1: Open the Accounting menu
Choose Open Accounting reports below to enter the workspace. The Accounting menu lists Dashboard, Operational insights, Reports, transaction tools, Accounts, Chart of accounts, Owners, Mileage & assets and Accounting settings. On a phone, choose Menu to show it; scroll the menu to reach the lower choices.
Step 2: Review Dashboard with the intended scope
Choose Dashboard in the Accounting menu to open Insights. Set Date range and Property, then select Revenue, Net operating income or Cashflow. View report follows the selected metric. Use Expenses and its category breakdown for spending detail. Operational insights is a separate destination for operating results, money in and out, and payment activity.
Step 3: Find imports and saved transactions
Choose Revenue or Expenses in the Accounting menu. In the transaction workspace, All opens Booked, while To book opens Import feed. If the feed shows Next: import your transactions, use Import transactions or Upload a statement and check that flow's result. More accounting tools > How accounting works explains importing, booking and reports. Rules is available in the Accounting menu for reviewing transaction rules.
Step 4: Open bank accounts and loans
Choose Accounts to open Manage accounts. Its Accounts tab shows the available bank or manual accounts; Loans opens the loan list. When no accounts exist, Link a bank and Add a manual account are available. Use Add loan for a loan setup. Inspect an existing account and any connection message before adding or reconnecting one.
Step 5: Choose a tracking workspace
Open Mileage & assets. Its tabs are Mileage, Fixed assets, Vendors and Time. Choose the tab for the record you need and check the displayed year or other filters. For example, No fixed assets yet means the asset list is empty; Add fixed asset starts its setup. Follow the related asset or loan guide before entering financial records.
Step 6: Find a report and check its basis
Open Reports. Use Find a report or a category, then select Open report for the required report. In Profit and loss (P&L), check Dates, Property and Source before comparing its result with another view. Recorded ledger and Payments made and posted deductions are different source choices.
Step 7: Review accounting preferences
Choose Accounting settings. Use Manage beside Chart of accounts to review categories, or Edit beside Bookkeeping start date to review the start used for statement imports and journal posting. Sub-portfolios opens RentariIQ for grouping properties. Review Vendor tracking and the RentariIQ access information when relevant to your task.
Add or review estimated property values
In Dashboard, Finish setting up can show Add property values. Choose Add to open Update property values. Review each property's Estimated market value and the After saving preview. The recorded loan balances link takes you to Loans.
Review all required values before choosing Save values. Saving estimates does not create transactions or change loans. Read the save result, return to Dashboard and check the displayed portfolio value before treating the update as complete. Cancel closes the form without saving.
Equity uses estimated property values minus recorded loan balances. Missing estimates or outdated debt can make that picture incomplete. Review the actual loan records separately; an estimate is not a new bank balance or a received payment.
If a destination or total looks wrong
On a phone, open Menu and scroll within it to find the lower destinations. If access is denied, confirm the signed-in account and ask the portfolio owner to review your access. Do not assume another product's Admin or Assistant permissions apply to Rentari.
For missing transactions, check To book versus All, the selected account and any date, property or status filters. An empty queue does not confirm a successful bank refresh. Inspect Accounts and the import result before importing the same statement again.
For different totals, compare the date range, property, booking status and report Source. Dashboard uses recorded ledger figures, including unpaid entries. Check actual payments when you need amounts received. Do not recreate a transaction merely to make two views agree.
If a connection, report or RentariIQ link fails, keep the exact message and affected screen for support. Use only the recovery controls shown in your Rentari account. Do not send bank passwords or full account details.
Check the result
- You can reach the appropriate Accounting destination and identify its current list, dates and property scope.
- You can distinguish imports, saved records, collected payments, loan balances and estimated property values before changing data.
FAQs
Where do I collect rent?
Use Payments for tenant charges and collection. Accounting is the bookkeeping workspace; an import or saved accounting entry alone does not collect rent.
Where do I fix a bank connection?
Open Accounts in the Accounting menu, or Manage accounts where it is offered. Inspect the existing account and its connection message before reconnecting or adding another account. If it remains unresolved, contact support with the message, without bank passwords or full account details.