Adding a Linked Account
Linking a bank account is a powerful and convenient way to save time and eliminate manual data entry. REI Hub is able to receive a read-only transaction feed that is presented in the 'Import Feed' tab for your categorization and approval before they ...
Creating a new Fixed Asset
REI Hub makes it easy to track your Fixed Assets and Accumulated Depreciation. Fixed Assets include your rental property as well as capital improvements you make to the property (such as a substantial renovation or a new HVAC system). After a Fixed ...
Booking a manual transaction
You may want to add a transaction manually if you choose not to link your bank accounts, or if the transaction involves an account not typically used for your real estate business. To book a transaction manually 1) Click on Add Transaction The Add ...
Booking an imported transaction
After you have linked a bank account to REI Hub, or uploaded transactions from Excel, you are able to view a feed of your imported transactions. The act of 'booking' a transaction means that you are categorizing and adding that transaction to your ...
Adding a Manual Account
A Manual Account is simply a bank, loan, or credit card account in REI Hub that is not electronically linked to the financial institution for transaction import. To set up an account that IS linked for transaction import- click here. Adding ...