How do I backfill my financial history?
There are two quick ways to bring your records up to date.
The same amount on many dates (like past rent or mortgage payments): add a new item and, next to the date, choose to add multiple items. Set how many and how often, and Rentingwell creates them all at once.
Many different one-off items: use Batch add.
- Click Finances in the main menu.
- Click Batch add.
- Enter each transaction: revenue or expense, the amount, the date, the category and the property or unit it belongs to.
- Save.
Check each row is tagged to the right property and category, so your reports come out right.