Recent Articles
Transaction Matching Rules
If you have transactions that reoccur on a regular basis, then you may enjoy REI Hub's transaction matching Rules feature. Rules help the system recognize new imported transactions by matching to either a part of the description or the exact amount ...
The Schedule E Report
REI Hub offers several reports to help you summarize your numbers, assess your profitability, and prepare for taxes. The Schedule E export will show your revenues and expenses in the same format as the IRS form, as well as help you include mileage ...
Add New Portfolios
REI Hub makes it easy for you to add additional Portfolios to your account. Each portfolio is accessed and managed separately; they do not share data. Additional Portfolios should be used when separate bookkeeping is desired or when there is ...
Grant Portfolio Access
REI Hub makes it easy for you to invite other people to access and manage your portfolio. This could be a spouse or business partner that you share bookkeeping responsibilities with, or it could be a professional tax preparer or CPA helping you get ...
Updating the Chart of Accounts
REI Hub allows you to add additional accounts and sub-accounts to your Chart of Accounts. Some important things to know: To ensure the Schedule E report works correctly, create new Revenue and Expense Accounts as sub-accounts beneath the existing ...
Popular Articles
Getting started with REI Hub
If you've recently begun using REI Hub to manage your rental property or real estate investments, you're in the right spot! Here, we've brought together support articles for our core functionality, helping you get up and running faster. Getting ...
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 ...
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 ...
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 ...