Bank Accounts
mdi:bank-outlineA bank account contains financial movements used to track rent income and expenses.
Bank accounts can be connected directly or populated through imported transactions.
There are two ways to create and use a bank account:
- Direct bank connection: connect the bank automatically, then synchronize transactions from the provider.
- Manual account and CSV import: create the account manually and import transactions from a bank CSV file.
Connected information
A bank account can be connected to:
- bank transactions;
- rent payments;
- expenses;
- properties;
- contracts;
- reconciliation results.
Why it matters
Bank accounts show what actually happened financially.
They help confirm whether expected payments were received and whether expenses were paid.
Transaction synchronization
After a bank account exists, rAInty can bring transactions into the platform.
With a direct connection, transactions are synchronized from the banking provider.
With a manual account, transactions are imported from a CSV file exported by your bank.
In both cases, the goal is the same: have real bank movements inside rAInty so they can be reviewed, categorized, and reconciled with rent payments or expenses.