How to connect your bank and track rent

Finance connects to your bank accounts so you can track rent payments and expenses without manual spreadsheets.

Step 1: Open Finance

Go to Finance from the sidebar. If you have not connected a bank account yet, you will see a prompt to get started.

Step 2: Connect your bank

Click Connect bank account and follow the Plaid secure connection flow. Select your bank and authorise read-only access to your account transactions.

Step 3: Match rent payments

Once connected, transactions appear in Finance. Proper Agent suggests matches between incoming payments and your active tenancies. Confirm or adjust matches to keep rent records accurate.

Step 4: Record expenses

Add expenses manually or categorise bank transactions as property expenses. Tag them to a property for accurate profit and loss reporting.

Step 5: Review your portfolio finances

The Finance overview shows income, expenses, and net position across your portfolio. Filter by property or date range.

Tips

• Bank connections are read-only — Proper Agent cannot move money from your account.
• Reconcile rent regularly so MTD tax reporting stays accurate.
• You can connect multiple bank accounts if you use separate accounts for different properties.