These six terms come up everywhere in Roofteller.
- Portfolio. Everything you manage in Roofteller: properties, accounts, books and team. If someone invites you to their portfolio, you can switch between portfolios from your profile menu.
- Entity. Who an account belongs to. That's you as an individual, or a business you own. Each entity is verified once.
- Operating account. An account for everyday money in and out, with no withdrawal limit.
- Interest account. An account that earns interest on its balance. Interest builds up daily and is paid on the first of every month. You can make up to 4 withdrawals from an interest account each month. If you make more than 4, you don't earn interest for that month.
- Property. A building or piece of real estate you own or manage. Link accounts, rent and transactions to it to see how each property performs.
- Unit. A rentable space within a property, such as a flat in a block. A property can have one unit or many.
Related: How do I open an account? ยท How do I add a property and its units?