If you've been using TurboTenant for a while, you've likely seen the section where you can enter manual expenses. This is a basic way to track expenses within the platform.

However, when you start using REI Hub, we recommend you stop using TurboTenant to track the expenses, as REI Hub has more robust bookkeeping features and should become the source of truth for your rental books. We'll import the manual expenses you've already entered into a manual account as booked transactions, but REI Hub should become your main bookkeeping platform.

To find the TurboTenant manual expenses, you can go to the banking page, locate the "TurboTenant Manual Expenses" bank account, and click the account register to see each expense.

The way to handle these TurboTenant manual expenses in REI Hub depends on how many transactions there were, your preference for how to find past transactions, and how much willingness you have to revisit the details of the transaction.

Below we explain three different methods on how you can handle TurboTenant manual expenses.

If you have just a few manual expenses entered, this is likely the easiest path forward.

The import feed is a read-only copy of the transactions that happen in your bank reflected in REI Hub. You can populate transactions in your import feed one of two ways: adding a linked bank account or uploading transactions from bank exports.

In these cases, it's often to treat the import feed as the source of truth and delete the handful of TurboTenant manual expenses. First, make sure to export the list of expenses.

With the TurboTenant x REI Hub integration, the flow of information starts on TurboTenant's site and then goes into REI Hub. To make sure these manual expenses don't pop up again in the future, go your TurboTenant dashboard and click "Expenses" on the left side menu. From there, select the transaction to present the dropdown options, and click "Delete."

After the handful of manual expenses have been deleted from TurboTenant, then you can click the pencil button next to the "TurboTenant Manual Expenses" bank account name and click "Delete."

From there, you'll book the handful of expenses in REI Hub so that everything coming over from the bank is true and accurate straight from the source.

If you've entered manual expenses in TurboTenant and want to ensure you've tracked each expense without missing any, this is the option for you!

To start, you'll import your bank account and set the import start date (the first day we start bringing transactions over from your bank) as the first day of your bookkeeping period, which, for most people, is January 1.

Then, you'll open the import feed one one side of your screen and the TurboTenant Manual Expenses on the other side.

From there, you'll be able to easily compare the transactions that happened in the bank against the transactions that have been recorded as manual expenses in TurboTenant.

If you find one in the import feed that has already been entered in TurboTenant, you can click the Book button and select Ignore. This will keep the transaction in your import feed if you ever need it in the future, but it won't count as an unbooked transaction or be filtered into your reports -- it's truly entirely ignored.

If you find transactions that were not entered in as TurboTenant manual expenses, you can book these straight from the import feed to the applicable property and expense account.

Lastly, if you've kept a detailed and copious record of transactions in TurboTenant manual expenses that you know to be true and accurate, this third option is the best for you.

When adding a bank account in REI Hub, we want the first date the transactions start in REI Hub to be the day after the last TurboTenant manual expense that was entered. This will create a specific date when you make the switch from expense tracking in TurboTenant to expense tracking in REI Hub.

If you are addinga linked bank account, you'll enter this date as the import start date. If you're uploading transactions from bank exports, you'll start the transaction history on this date.

Once the transactions are populated in REI Hub, you will discontinue using TurboTenant manual expenses and start bookkeeping these transactions in the REI Hub import feed.