Mortgages & Bank Connections

Enter lender payments, review imported mortgage details and control bank access.

• How do I enter my mortgage payment?

  The Mortgage step is the one place you enter what you pay your lender each month, on both the website and the app, whether you are adding a property or...

• How long does my mortgage bank connection stay open?

  In Connect Bank Account, choose Fetch and disconnect to import mortgage details once, or Keep connected for up to 25 days to allow later refreshes. Fetc...

• Why can Fixed Expenses differ from my mortgage payment?

  Fixed Expenses and Recurring Costs include mortgage principal and interest, management, tax, insurance, HOA, the maintenance provision, mortgage insuran...