Link a bank account for accounting imports
Connect through Stripe, confirm account details and review what was imported.
On this page
Connecting imports financial data; it does not move money or change where rent payments are deposited. You choose which accounts to share in the provider flow.
Keep your bank sign-in and any verification method available for the bank or Stripe window. Never send passwords, security answers or one-time codes to support.
Step 1: Open Accounts and check existing connections
Choose Open Manage accounts below, or Accounts in the Accounting menu. On a phone, open Menu first. Review existing accounts, including the collapsed archived, unlinked, or merged accounts section. Use the recovery guide for a bank that needs reconnection.
Step 2: Choose automatic imports and the intended bank connection
Choose Link a bank from the empty state, or Add account when accounts are listed. In Import transactions, select Automatically import. For a new bank, choose No, connect a new bank if the existing-connection question appears, then Connect with Stripe.
Step 3: Review the provider’s bank and account choices
In the Stripe or bank window, verify the institution and follow its sign-in and verification prompts. Review the access requested and select the accounts you intend to import. Complete the provider flow and wait for Rentari to show Confirm account details.
Step 4: Confirm each account’s name and property
In Confirm account details, check each institution and ending digits. Review Account name and Portfolio / property for every selected account. Choose the appropriate property or Shared across properties, then Save & continue. Correct any highlighted fields before resubmitting.
Step 5: Read the import result and review transactions
Read the connection and import messages after saving. In Import feed, reached through To book on a transaction list, check the intended account, dates and available activity. Review descriptions, amounts, properties, categories and possible matches before booking. Return to Accounts to confirm the account’s current state.
Add accounts through an existing connection
Under Automatically import, answer Yes to Are you adding accounts via an existing connection? Choose connected institution, then Continue. The Select your bank accounts dialog shows the institution and accounts already linked.
Review the listed accounts and any Reconnect required label. Choose Continue to Stripe and select the same institution. Keep access enabled for accounts you still want to sync, including existing accounts if the bank asks you to renew access. Back returns to the connection choice.
After the provider returns, review Confirm account details for all selected accounts and Save & continue. Existing custom names and property assignments are offered for review. Check retained history and the import result before adding another connection.
If the connection cannot start or finish
If Stripe could not load, reload the page and try again or choose Manually upload. If bank linking is temporarily unavailable, use the displayed retry or statement-upload alternative.
If Rentari asks you to connect a payout account first, follow the payment-destination guide, then return to accounting. This prerequisite does not mean the accounting connection changes your payout destination.
For an expired session, sign in again to the same portfolio and restart from Accounts. If no accounts were selected, return to the provider flow and select the intended account. If the bank or account is unavailable, use the manual-account and statement-upload guides.
If details are highlighted, enter an account name and choose an eligible property or Shared across properties for every account. If an existing-connection flow reports the wrong bank, select the named institution or restart with No, connect a new bank.
For a repeated error, keep the bank name, time and error wording for support. Do not include bank credentials or security codes.
Check pending imports, history and overlaps
Read the result separately for accounts connected, new transactions imported, rules booked, pending fetches and failed refreshes. Your bank is still fetching transactions means the import has not finished; do not treat a zero count as proof that there is no history.
Available history and timing depend on the bank and provider. Compare the imported date range with your statements instead of relying on a fixed wait or a promised number of months.
If a message says a bank needs reconnection, open Accounts and follow the connection-recovery guide. For older activity that is not available electronically, use the statement-upload guide and check overlapping dates and existing bookings before importing.
Check the result
- The intended accounts have confirmed names and property assignments, and their connection and import results have been checked.
- Pending, booked and missing activity have been reviewed separately; a closed provider window or an empty feed has not been assumed to mean success.
FAQs
Does linking book all imported activity?
No. Importing and booking are separate, but existing booking rules may automatically book matching transactions during a sync. Read the Rules booked result when shown and review both pending and booked activity.
What if my bank is unsupported or I need older history?
Use a manual accounting account and the statement-upload guide. Compare dates and existing transactions before importing overlapping records. Bank availability and imported history vary; linking does not guarantee a fixed historical range.