Staying organized is easier when your expenses are captured automatically. With RentRedi’s Expense Tracking Bank Feed integration, you can securely connect a bank account and automatically import debit transactions into your expense workflow for review and categorization.
Instead of reconstructing spending later, you can review transactions as they appear and assign them accurately. You also have the flexibility to choose the start date for syncing and exclude, edit, or delete any imported expenses at any time.
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What the Bank Feed integration allows you to do:
Review incoming transactions in one centralized location
Assign expenses to the correct property
Confirm or adjust Schedule E categories before finalizing
By keeping your expense records up to date throughout the year, the Bank Feed integration helps simplify reporting and makes tax preparation more efficient.
How to Start Bank Feed Integration
On your RentRedi Dashboard, click the Sidebar Toggle
Click Payments, then select Accounting
Go to Bank Accounts
If you haven't linked an account yet, click Connect Account
Choose one of the following:
Connect a New Bank Account
Enable Existing Payment Account – use this if the bank account you want to pull transactions from is the same one you use to collect payments with RentRedi
Set a Sync Start Date (select a date within the last 180 days).
This is the date from which transactions will be pulled.
Click Connect Bank Account to finish the setup
Done! Your bank account is now linked. 🎉
Review Pulled Transactions
Once your bank is linked, you can review the transactions in Expenses:
Go to the Expenses tab
Transactions pulled from your bank will appear under Need Review
Review each transaction and take action as needed:
Set an Account – categorize the transaction
Link to Property – assign it to a specific property
Exclude Transaction – exclude transactions you don’t want in accounting
Once it’s categorized with the “account” field, it will automatically go to the categorized section
Done! Booked transactions will now appear under the Categorized tab along with your other expenses. 📓
💬 Have questions?
We're happy to help! RentRedi Chat Support is available 24/7! Access our Live Chat via the chat bubble in the bottom right corner of the RentRedi dashboard.