With my cash management accounts, I like to have a “master” account that contains overall funds for the business, without being tied to any one specific property.
However with each account, after going to “edit account” the dropdown box includes only existing properties. There is no way to select “none” so we can have accounts that aren’t tied to a specific property.
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Stessa team please add “NONE” or “Other” in Account Property Dropdown so we can have Cash Management Accounts for us to use as managers. Thank you!
@moyer921 - I was able to create a Cash Management account tied to my portfolio (All of my properties are set up within the same portfolio). Whether right or wrong… I use the “Portfolio” account as a generic or “master” account. FYI, this is also where I categorize some expenses that are shared among multiple properties (software subscriptions, computers, and other business related expenses). The downside is that, at tax time, I have to choose a property to add the expenses too (and do it manually).