There are two types of transactions in the REI Hub system. Imported Transactions are what comes in from a Linked Account (or Excel upload)- including the date, amount, description, and originating account. Imported Transactions are a data source- ...
Transaction Matching Rules
If you have transactions that reoccur on a regular basis, then you may enjoy REI Hub's Rules feature. Rules help the system recognize new imported transactions by matching to either a part of the description or the exact amount of the transaction, ...
Uploading transactions from bank exports
REI Hub offers three different ways to add transactions. You can link an account to have transactions imported automatically, you can add transactions manually one by one, or you can upload transactions downloaded from your bank or credit card- ...
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 ...
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 ...