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What should I set up first?

Last updated on Sep 25, 2026

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

Setup guide, 1 of 3 steps done

  1. Add a property. Everything in Roofteller is organised by property, from accounts to rent to your books.
  2. 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.
  3. 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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