Changing accounts from personal to LLC

Setup & Support
1

Hi, using Stessa for 3 duplexes without any problems.

Now I’m moving them into LLCs (2 duplex in 1 LLC and the 3rd on another LLC) with 2 bank accounts (now they have the same structure 2 bank accounts for 2 duplex and the 3rd on it’s own)

How do you recommend to do this change? I plan to have a “portfolio per LLC”, but I want to keep all the transaction and exclude my current personal accounts and move forward with the new LLCs accounts

Thanks

1 Like
2

@rodjaq2011 Did you ever get an answer to this question?

3

No, but but I did the following:

  • Created multiple “portfolios”, each one is basically the LLC.
  • Now on every new transaction that is not matched automatically, I have to change it manually, but that;'s ok

HTH