Switch from manual to linked accounting imports
Bring bank activity into Rentari while checking it against expenses you have already recorded.
On this page
An accounting bank connection imports financial activity. It is separate from the payment destination used to collect rent and does not move money. Use only accounts you are authorized to share.
Step 1: Check what is already recorded
Open Expenses and review the date range, property and account filters. Compare the existing rows with your statements. Use Export to retain the filtered list and verify the downloaded file before changing records. Keep the original receipts as well.
Step 2: Choose how to bring in bank activity
Choose Open Manage accounts below, or Accounts in the Accounting menu. On a phone browser, open Menu first. Choose Link a bank, then review Automatically import in Import transactions. Choose Connect with Stripe only when ready to review the provider’s bank and account-sharing choices.
Step 3: Use a statement when that is the appropriate path
For a bank export, choose Manually upload in Import transactions. Choose an existing manual account when offered, then Continue. If you need a new one, complete Enter account details and review its scope before Save & continue. Follow the upload guide linked below for the statement and preview steps.
Step 4: Compare imports with the manual records
From the transaction lists, open To book to reach Import feed. Select the intended account. When the feed has records, use Status, Description, amount and date filters to inspect the overlapping period. Compare those rows with the existing Expenses or All list before booking.
Step 5: Resolve each overlap and verify the result
Use the approach below that matches your reviewed records. For a new event, use Book and review the category, property and amount. If a row offers Confirm or Compare imports, inspect the proposed match or comparison first. After saving, check the resulting status and the recorded expense rather than relying on a closed dialog.
Keep correct manual expenses and review overlapping imports
Keep a correct existing expense. For an eligible unbooked import that represents that same event, the row More menu offers Ignore. The Ignore this transaction? dialog explains that it moves the import to Ignored without adding a ledger entry. Review the row, then use Ignore transaction only when that is your intended decision. Keep unbooked cancels it.
When Compare imports is offered, compare the listed bank events and choose a Reviewed decision. Exclude this row; retain the existing event keeps the import identity and marks that row ignored. Keep this row as a distinct bank event leaves it unbooked for normal review. Use Save reviewed decision only after checking the statement. If saving is unavailable or the state is unclear, read the reason or use Reload comparison.
Compare imports checks possible overlaps in the import feed. It does not establish that every manual ledger expense has been matched. Where a matched row offers Confirm, inspect what it proposes to confirm before submitting it.
Choose and check a transition date
If your manual records completely cover a period, write down the last date covered and check the next period against your statement. For a bank export, choose the intended export period at the bank and verify the imported rows. Review any overlap that still appears.
The current Rentari connection and account-confirmation forms do not offer the per-bank import-start-date control described in some other bookkeeping tools. Do not assume that a date filter changes what the bank imports; it only narrows the view. Check the actual oldest and newest imported dates and account for any gap.
Keep statements and receipts for periods outside the imported history. A connection, refresh or empty feed does not prove that every transaction in your bookkeeping period is present.
Correct mistakes without deleting the history blindly
If an existing manual expense is wrong, review that specific record and the correction action available to it. Eligible rows may offer Edit, Void or Reverse posting. Read the explanation and verify the result before booking any replacement. The related manual-expense guide explains these distinctions.
Do not delete all manual expenses or remove an account simply because a bank was connected. Existing entries, receipts, allocations and posting history still need to be reconciled. Ask your bookkeeper to resolve uncertain classifications or report differences.
Review loan payments through the loan-payment workflow and the lender statement. Principal, interest and escrow funding may need different treatment; avoid booking the entire bank withdrawal as an ordinary expense without checking its components. The related loan guide covers the available Rentari actions.
If the connection or import does not finish
Read the message beside the connection action. If Stripe cannot load, reload and sign in again if asked, or use Manually upload for an appropriate bank export. If the provider returns no accounts, that is not a successful connection.
If Rentari says bank linking is temporarily unavailable, try later or follow the statement-upload path. When you return from a provider window, check the account and feed state before starting another connection. Never send bank credentials or connection secrets to support.
For missing rows, check the selected account, status and dates, then use the related missing-or-duplicate-transactions guide. Verify saved records and reports for the same scope before treating the transition as finished.
Check the result
- The imported period has been compared with the existing manual records, with gaps and overlaps accounted for.
- New events are recorded once, existing correct expenses and receipts remain traceable, and unresolved connection or bookkeeping issues are identified.
FAQs
Can I delete all manual records after connecting?
No blanket deletion is needed. Check each overlap, keep correct expenses and receipts, and use only the relevant reviewed correction or import action. A new feed does not prove that all earlier records are present.
Does connecting a bank replace my payment destination?
No. This accounting connection imports activity for review. The destination for collecting rent is a separate payment setting; connecting a feed does not change it or confirm a rent payment.