Transactions

How to Reconnect your Bank account

Plaid needs to re-authenticate periodically to ensure your transactions are up to date. If you observe a red exclamation mark in the Bank account section of your dashboard, it indicates that certain banks require your attention. You can easily spot them by looking for the yellow reconnect warning symbol.   Just click on Reconnect and log […]

How Do I Retrieve my Archived Transactions?

Archiving is a handy method for tidying up information you don’t need or accidentally add, but it can get tricky when you want to find something specific. This article will help you unarchive the transactions you need without any hassle. Go to the Archived tab within the Transactions section. To restore a transaction from your […]

How To Archive My Transactions?

If you’ve added or brought in bank transactions in error, you can archive them to take them out of your records. This article explains how to archive your bank transactions. Archive a single transaction From the Transactions section, select the applicable transaction you want to archive. Once selected, you will be redirected to this page: […]

How to Remove Duplicate Transactions

Rentastic added a new way for users to identify duplicate transactions ensuring an accurate report. Archived Tab The Archived tab presents the list of all transactions that were either deleted or marked as a duplicate by our duplicate transaction logic. Review and Audit Simply click on the ‘Archived’ tab to view all the deleted or […]

How To Search Your Transactions?

Rentastic gives you the ability to search for your transactions – whether you want to view them for individual properties or for certain categories, we have that available for you. Here’s a quick guide to finding your transactions with the search function. Go to Transactions. From Search Transactions, you will find filters you can use […]

How to customize your viewable transactions?

Some users prefer seeing all transactions and for some, it works best to see 3 to 6 months worth of transactions. Rentastic gives you the freedom to adjust your transactions based on your preferences. To do this, click on Settings located on the menu bar under Extra. Under ‘Only display transactions from:’, pick your preferred […]

Why Can’t I See my Pending Transactions?

Based on feedback from our users, we have removed the visibility of Pending transactions to the Rentastic app. You don’t have to worry though, because as soon as the transaction is posted to your bank, it will still appear under the Transactions tab.

How to Manually Import My Transactions in Bulk?

It’s best to link your bank account so Rentastic can do the work for you and make sure that your transactions are automatically available on the app without you having to do it manually. But if you prefer to manually import your transactions, here’s a quick guide on how to do that.  From the left […]

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” […]

Auto-classify My Investment Portfolio With Rentastic

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 […]

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