Add a manual accounting bank account
Track a bank, credit card or cash account with manual entries and statement imports.
On this page
A manual account is a bookkeeping record. It does not connect to your bank, download transactions automatically, move money or change the destination for rent payouts.
Step 1: Open Accounts and check existing records
Choose Open Manage accounts below, or Accounts in the Accounting menu. On a phone, open Menu first. Review the existing accounts before adding one. If this is your first account, the page shows No accounts yet.
Step 2: Open the manual account details
Choose Add a manual account on an empty Accounts page, or Add manual account if shown under Manual accounts, to open Enter account details directly. Alternatively, choose Add account, select Manually upload, then Continue. If Use an existing manual account appears, keep Add a new account for new details, or choose the existing account to upload into it.
Step 3: Choose the type, name and property scope
Select Bank account, Credit card, Savings account or Cash account. Enter a clear Account name, then choose Portfolio / property. Use a specific property for an account dedicated to it, or Shared across properties for an account used across your rentals.
Step 4: Save the account and review the upload handoff
Check the name, type and scope, then choose Save & continue. A successful save creates the manual account and opens the Import feed statement-upload flow with that account selected. Review the selected Account before choosing a file.
Step 5: Add activity and check the result
Use the statement-upload guide below for CSV, XLS, XLSX, OFX or QBO files, or follow the manual-expense guide to record an expense. For imported activity, open To book from a transaction list and review the selected account, dates, amounts, category and property before booking.
If Save & continue is unavailable
Complete Account name and Portfolio / property and select one account type. The account name can contain up to 120 characters. Leave Last four digits blank or enter exactly four digits; Financial institution can contain up to 160 characters.
Read any message beside a highlighted field and correct that value. If a property is no longer available, choose one of your active properties or Shared across properties. Recheck the retained details before saving.
If the name already exists or saving is uncertain
Rentari checks an existing account name instead of silently replacing that account’s details. If the form reports that the name already exists, return to the existing account and use its upload action, or use a different name only when you really need a separate bookkeeping account.
If the page reports an error or the save result is unclear, return to Accounts and inspect the saved state before retrying. Closing an upload dialog after a successful save does not undo account creation. Keep existing account history and do not recreate entries just because an import has not finished.
Manual accounts and bank connections
A manual account can receive statement imports without an electronic bank connection. Review the imported activity before booking it; uploading a file does not by itself confirm that your books are complete.
If you later want automatic imports, use the linked-import transition guide below. Compare the imported period with existing entries and receipts to prevent gaps or duplicate expenses. Rent collection and payout destinations remain separate payment settings.
Check the result
- Accounts shows the intended manual account with the name and scope you reviewed.
- Any statement is imported into the correct account and reviewed separately from account creation. Existing records and receipts remain available for comparison.
FAQs
Do I need bank credentials to add a manual account?
No. This form records bookkeeping details and does not authenticate with your bank. Financial institution and the last four digits are optional; never enter your password or full account number here.
Does a manual account automatically download bank activity?
No. Add reviewed transactions yourself or upload a supported statement. Automatic imports use a separate linked-bank workflow.
Does this set up the bank that receives rent?
No. This is an accounting account. Manage rent-collection destinations separately in Payments.