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Simple Rental Records
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User guide

Learn Simple Rental Records your way.

Watch the video tour, or read the illustrated guide at your own pace. Both follow the same chapters, starting with what to set up first.

Watch the video tour7:17 with captions. Jump to any chapter.Read the PDF guide35 pages with screenshots. Print it or keep it handy. Opens in a new tab.

Video tour

7:17 · Captions on by default (CC button to turn off) · Screens show the shared demo books.

What the guide covers

Open any chapter in the PDF. To watch one, choose it beside the video above.

Download the PDF

Part 1

Getting started

  1. 1Welcome and key terms (PDF, opens in a new tab)What the app does, the words it uses, and how to find your way around.
  2. 2Setting up in the right order (PDF, opens in a new tab)The setup roadmap, why the order matters, and a checklist.

Part 2

Setting up your books

  1. 3Creating your account and business (PDF, opens in a new tab)Sign up, confirm your email, sign in, or join with an invite code.
  2. 4Houses and apartments (PDF, opens in a new tab)Addresses, more houses, apartment names, and monthly rent.
  3. 5Categories (PDF, opens in a new tab)The starter list, adding your own, and which category to use.
  4. 6Tenants, leases, and rent balances (PDF, opens in a new tab)Current and earlier tenants, leases, rent changes, and move-outs.
  5. 7Bringing in past records (PDF, opens in a new tab)Import this year's earlier payments from a CSV spreadsheet.
  6. 8Monthly payments (PDF, opens in a new tab)Reminders for rent and regular bills that you confirm each month.

Part 3

Every month

  1. 9Recording money day to day (PDF, opens in a new tab)Record payments with receipts; search, correct, and follow up.
  2. 10The dashboard and apartment pages (PDF, opens in a new tab)Yearly totals, charts, and what tenants owe today.
  3. 11Reports (PDF, opens in a new tab)Five reports, including the Schedule E worksheet, as PDF or CSV.

Part 4

Your business and account

  1. 12Working with a team (PDF, opens in a new tab)Owners and members, invitations, and more than one business.
  2. 13Keeping your account secure (PDF, opens in a new tab)Passwords, authenticator app, recovery codes, and devices.
  3. 14Your free trial and subscription (PDF, opens in a new tab)Plans, checkout, billing, early renewal, and vouchers.
  4. 15Taking your data with you (PDF, opens in a new tab)Export the ledger, reports, receipts, and leases.

Part 5

Help

  1. 16Troubleshooting and common questions (PDF, opens in a new tab)Answers to the questions landlords ask most.
  2. 17Getting help (PDF, opens in a new tab)Contact us, our policies, and a quick-reference table.

Ready to set up your books?

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