Transactions & Bank Connection

Connect your bank accounts and TIDY brings every transaction into one feed — the money coming in (guest payouts, rent) and the money going out (cleaning, inspections, supplies, repairs) — so your books reflect what actually happened, not a spreadsheet you maintain by hand.

Connecting Accounts

Use Add Account to securely connect a bank account. A header shows how many accounts are connected. Once connected, transactions flow in automatically.

Managing Transactions

You can also add, edit, and remove transactions in TIDY — record an entry yourself, update a description or property assignment, or remove one from the feed.

TIDY auto-parses activity from your connected bank accounts and turns relevant internal events into transactions — guest payouts, bills and pro payments, and other bookkeeping events — so the feed stays complete alongside the bank activity that flows in.

The Transaction Feed

Each transaction shows its:

• Date and amount (a credit for money in, a debit for money out).
• Type — Credit or Debit.
• Description — what it was and which property it relates to (for example, “Guest Payout — Palmetto House” or “Cleaning Service — Ferncreek Rooming House”).

HAP Reconciliation

Housing Assistance Payments from a PHA are classified separately from resident rent. TIDY matches each PHA deposit or batch remittance to the assisted lease and coverage month, records retroactive adjustments and recoupments, and sends unexplained differences to a PHA follow-up case instead of leaving them uncategorized.

The matched resident rent and HAP amounts both roll into rental income once, while utility reimbursements payable to the resident and refundable funds stay outside owner rental income. See Section 8 & Housing Choice Vouchers.