First time I’m actually trying to thoroughly use Stessa (Pro User here - the Cash Management feature is the killer!)
With that said, as I finish cleaning up my transactions, ALL of my Mortgage Payments it imported (through the payments that my bank account did) is P&I + Escrow. Of course, Escrow is an estimate of the property taxes and insurance.
What’s the best way to use this data, as well as ACTUAL/REAL Property Tax and Insurance values (that I later get from individual Insurance accounts and Tax sites to let my accountant know exact Insurance/Tax amounts paid)?
Should be enter those in manually (since we pay them, at least an estimate, through Escrow)? If so - are we supposed to mark them as “paid from escrow”?