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.

  1. Click Finances in the main menu.
  2. Click Batch add.
  3. Enter each transaction: revenue or expense, the amount, the date, the category and the property or unit it belongs to.
  4. Save.

Check each row is tagged to the right property and category, so your reports come out right.