Your setup guide lists three steps. It ticks each one off as you finish it.

- Add a property. Everything in Roofteller is organised by property, from accounts to rent to your books.
- Set up a banking account. Apply once, and after you're verified you can open as many accounts as you need. Each account can be linked to a property.
- Invite a teammate. Bring in a business partner, property manager or bookkeeper, each with their own login. Team access is part of Pro.
Two optional steps sit below these:
- Import your transactions from a CSV, so your books and reports start with your full history.
- Download the Roofteller mobile app to check balances, send money and capture receipts from your phone.
You'll find the setup guide in your sidebar. Once you've added a property and your banking is done, you can hide it with Hide setup guide.
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