REI Hub

Transactions are the foundational base of bookkeeping in REI Hub, whether imported or manually added!

About Transactions

Save time by categorizing multiple transactions at one time using REI Hub's batch booking tool!

Batch Booking in the Import Feed

Did you forget to apply a unit while booking revenues or expenses? Our batch editing tool is great for quickly editing these transactions.

Batch Editing Revenues or Expenses

How to manually enter transactions in REI Hub, including adding transaction details, linking receipts, and editing booked transactions.

Booking a Manual Transaction

Have you ever mistakenly bought something for yourself with your dedicated rental card? Read more on how to book these transactions!

How To Handle Personal Transactions in a Rental Account

REI Hub offers the ability to 'split' imported transactions to allow you to easily turn one imported transaction into multiple.

How To Split Imported Transactions

Record your rents in REI Hub using the Revenue or Net Income transaction types.

Rent Received: Revenue vs Net Income

Track and manage tenant security deposits in REI Hub with specialized templates for receiving, refunding, and retaining deposits.

Security Deposits in REI Hub

If you have transactions that reoccur on a regular basis, then you may enjoy REI Hub's Rules feature. Read more for REI Hub best practices!

Transaction Matching Rules

Entering Security Deposits Received Prior to Using REI Hub

An optional REI Hub feature that allows you to add a rule to create automatic manual transactions on a monthly, quarterly, or annual basis.

Recurring Manual Transactions

The REI Hub Import Feed is now faster and easier to use than ever before!

The Updated Booking Imported Transactions Flow

Learn how to book and manage imported transactions in REI Hub, including categorizing entries, adding details, and attaching receipts.

Booking an Imported Transaction

Em Carlisle

Melissa

Categorizing Transactions

Did you grab a bite to eat while on your way to scout new properties? Read more about best practices to book meal expenses in REI Hub!

How To Book Meal Expenses

If your rental property is located in a neighborhood with a homeowners' association (HOA), read more about how to book these transactions!

How To Book HOA Fees

How to book credit card rewards and cash back as refunds in REI Hub, following IRS guidelines.

Booking Credit Card Payments, Rewards, and Cash Back

The IRS requires funds from a tenant to be recorded as revenue, read on for REI Hub's best practices on how to book these transactions!

How To Book Tenant Fees or Utility Revenue

Bank fees are a deductible expense, typically entered under the Legal and Professional Fees category

How to Book Bank Fees

Software used in the operation of your rental properties are a deductible expense

How to Book a Software Expense

Donations will not be reported with your rental property numbers, but it can still be tracked in REI Hub.

How Should I Book Donations or Charitable Giving?

REI Hub does not move money in any way, but other platforms may use micro-deposits to verify bank accounts. Read more for best practices!

How to Book Micro-Deposits for Bank Account Verification

Common Transactions

Have an account? Sign In

Register

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, requesters and topics for your company.

Insights

Top requesters

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.