If your property manager uses AppFolio, Better Capital can import your income and expense transactions automatically every month.

There's no reason to manually enter transactions in Better Capital if your property manager is already entering them in AppFolio. Just connect Better Capital to AppFolio and import them seamlessly! If your PM is using something other than AppFolio or Propertyware, you can log your request for new integrations via the community forum.

Make Sure Your AppFolio Owner Portal is Enabled

If you have assigned or hired a property manager then there are chances that they are making use of the Appfolio owner portal to keep the track of work orders, other expenses, and rent payments well, if that is so the property manager that you have hired for the work will be required to enable the owner portal for you and invite you to sign up for the owner portal access. If the property manager has not done this already or if you still do not have an Appfolio login, then you should reach out to your property manager directly. By now, you should ask your professional i.e. the property manager to enable the owner portal and send you an invite link.

If you need more information on how to do the setting of the owner portal then you can link on the above link to get more information about the same. Homeowner Portal Overview | AppFolio Property Manager

Better Capital Will Only Import the "Owner Statement" Report

Your PM must publish the common "Owner Statement" report to the AppFolio owner portal in order for Better Capital to import transactions data from AppFolio. This is the only report Better Capital can parse. If you're seeing an "Action Required" or "No Reports Found" error on your Data Sources page next to an AppFolio account, it's probably because your PM has not published an "Owner Statement" report.

Clean Up Your Property Addresses in AppFolio

Better Capital’s connection to AppFolio works best when the property address in Better Capital closely matches the property address in AppFolio. If your property manager has entered a nickname or an incomplete address for a property in AppFolio, ask them to input the actual address before trying to connect your Better Capital account to AppFolio. Link Your Better Capital Account to AppFolio

To establish a new connection between Better Capital and AppFolio, navigate to your External Accounts page and then click the "+ Add Property Manager" button. Under "Owner Portal," enter the full web address of your AppFolio Owner Portal. It should begin with, "https://pm.appfolio.com." Then enter your AppFolio login credentials. Hit "Continue" and give Better Capital a few moments to establish a connection and figure out which property addresses from your Better Capital account have a match on AppFolio. You may then need to match specific Better Capital properties to each address returned by AppFolio. If AppFolio returned addresses that you haven't yet set up on Better Capital, just leave those connections blank for now. You may want to connect them later once you've set up your entire portfolio on Better Capital

Refreshing and Troubleshooting Appfolio

If Better Capital hasn't imported new transactions for more than a couple of weeks, you may see a red "Action Required" or "Two-Factor Auth Required" notice next to your account links under Data Sources. Nearly all Appfolio connections require you to refresh your two-factor authentication (2FA) every 30 days. To refresh the connection, just click on the "Fix It" link and follow the prompts

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