Transactions

How Should I Classify Returns?

Many users have asked how to classify a “return” in Rentastic. This is very simple. For this example, we’ll assume you purchased materials at Home Depot for $200. After the completion of the project, you have $50 in leftover materials that you return back to Home Depot. The returned items will result in a “credit” […]

Is there a way to auto-classify common or recurring transactions?

Yes! Rentastic now offers a “Classification Rules” feature for premium members. This gives users the ability to set up rules for common or recurring transactions, preventing you from needing to manually categorize these transactions over and over again. Warning: Please keep in mind that misconfigured transaction rules can have detrimental effects to your account and […]

How Should I Categorize a Mortgage Payment (to account for interest, PMI, escrow, etc.)

Mortgage payments are somewhat complicated to account for because they’re composed of multiple pieces packaged together. This gives you a fixed (unless your mortgage is adjustable) monthly price that does not change, which makes it easier to predict expenses. A typical mortgage includes the following: Principal Interest Private Mortgage Insurance (PMI) Property Taxes Property Insurance […]

How do you scan or attach receipts to a transaction?

Receipt scanning is a feature only available to paid users. To attach a receipt to a transaction on the main website: Click on the date of the transaction to which you’d like to attach a receipt. This will allow you to edit the transaction directly. On the transaction edit page, click “Upload Receipt Image” Select […]

My transactions only go back 6 months

By default, Rentastic only shows 6-months worth of transactions. This is done to help the page load quickly. You can easily change this to your liking under Settings. Click “Settings” from the left-side menu Under the “General” tab, select your preferred length.

I’m missing some of my latest transactions

You may have made some recent transactions, but they are still ‘Pending’. Rentastic tries to import bank transactions as quickly as possible, but sometimes there are delays. Rentastic tries to do a good job of detecting when new transactions haven’t imported for a while. For example, you may have a credit card linked to Rentastic, […]

Can I manually add transactions?

Yes! Manually adding transactions is easy. From the transaction page, simply click the “Add Transaction” button. You can also add transactions manually through the mobile app, by selecting the “Transactions” tab from the bottom menu, and then clicking the green “+” from the top-right corner.

How far back does transaction data go?

We work hard to provide as much historical data as possible. However, there are limiting factors in the amount of information an institution (bank) holds and the length of time a user has had an account. All of these factors can play a part in how much data we can actually acquire when you first […]

How do I split a transaction?

The split transactions feature is only available to paid users. Splitting a transaction allows you to split a single transaction into two or more separate transactions. This is useful, for example, if you’re paying one contractor for doing work on two properties, but you want to track them separately. To split a transaction: On the […]

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