Renter Insight Bank Connections

Financial Connections - Link Bank & Credit Cards

Financial Connections

Easily import transaction from your Checking, Savings and Credit Card accounts. Importing transactions enables you to auto
match transactions, create expenses and journal entries to speed up bookkeeping & reduce errors.

Activate Account Linking

  1. From the Accounting Menu, select Bank Transactions.



Pricing:

    1. Monthly Subscription of $9.95 monthly for unlimited connected accounts
    2. One-Time Set Up Fee: $4.95 for each Account linked
  1. Click Activate Now


  1. Click Link Accounts

  1. Click Agree & Continue


  1. Search for your Financial Institution

  1. Choose the accounts you wish to link.

  1. Your accounts are connected

  1. Choose the Renter Insight Account you wish to link to & click save

  1. Your accounts are now linked together and will start importing transactions.
    1. This may take 2-5 minutes depending on the number of transactions, please refresh your
      browser if you are not seeing any transactions

Update Frequency:  All Accounts are updated nightly


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