RE Investors & Landlords

• Can I import CSV files into Baselane?
• Code of Conduct for Baselane's public feature request board
• What is Stripe?
• How do I unsubscribe from emails?
• How does Baselane keep my money and information secure?
• Is my Baselane account FDIC insured?

See all 14 articles

• How to Collaborate and Invite Additional Users to Your Baselane Workspace
• Can my accountant and/or property manager also use Baselane?
• How do I update my profile? How do I set up a Business Profile?
• How do I change my login password? What do I do if I forgot my password?
• Two-factor authentication - unable to login
• Protect your account: A guide to preventing phishing attacks

• What is the difference between a Checking account and a Savings account with Baselane Banking?
• How do I add and manage third party recipients?
• What are the benefits of having a Baselane Banking account?
• Can I remove a bank account from Baselane that is collecting rent payments?
• Baselane Banking: video library (product tour + how to's)

• What is required to open a Baselane Banking account?
• How do I open a Baselane Banking account?
• How do I find out the status of my Baselane Banking account application?
• Who can open a Baselane Banking account?
• How can I cancel my draft/pending Baselane Banking account application?
• Where can I find my routing and account number for my Baselane Banking account?

See all 17 articles

• How can I check the transaction activity on my Baselane Banking accounts?
• How do I activate my Baselane debit card and set my PIN? Can I change my PIN? Do virtual cards have PINs?
• What do I do if my physical debit card is lost or stolen? How do I replace my physical debit card?
• When will I receive my Baselane debit card?
• What do I do if I don’t recognize, or want to dispute a transaction?
• Can I request an additional physical card for my main Checking account?

See all 17 articles

• How to order a checkbook?
• How can I deposit checks into my Baselane account?
• Can I send and deposit checks with my Baselane Banking account?
• I had an issue with my mobile check deposit: what do I do now?
• How can I send checks with Baselane?

• How to schedule and manage one-time or recurring transfers (transfers between accounts)?
• How do I create and manage recurring scheduled payments?
• How do I schedule and manage one-time payments?
• How can I send an ACH transfer from my Baselane Banking Account to a connected external bank account?
• How do I manage and send funds to vendors/payees/recipients?
• How to pay my mortgage from my Baselane Banking account?

See all 14 articles

• How to stop Importing transactions from an external account
• Can I link multiple bank and credit card accounts?
• How do I add one of my External Bank accounts or credit card?
• How do I edit or remove a bank or credit card account?
• How often does Baselane update my transaction data from linked accounts? What happens if the connection breaks?
• Does Baselane connect with Paypal, Venmo, CashApp, or Zelle?

See all 8 articles

• How can I hide an imported transaction from Baselane?
• How do I manually add a transaction?
• How do I search for and filter transactions?
• How do I track my rental expenses in Baselane?
• How do I categorize my expenses in Baselane? Is it automatic?
• How do I split a transaction?

See all 10 articles

• How do I set up automatic late fees?
• How do I end and archive rent collection for a tenant? How do I delete a draft Rent Collection?
• What rent collection schedules does Baselane offer?
• How do ACH fees for rent collection work?
• How to setup a lease through Rocket Lawyer
• Rent Collection: video library (product tour + how to's)

• How to set up future and multi-leases for the same property
• How do I set up Rent Collection to collect rent and invite a tenant?
• How do I set up one-time payments, like security deposits and last month’s rent?
• How do I invite my tenant to Baselane?
• How do I get verified to collect rent on Baselane?
• Can I set up rent collection for multiple tenants staying in a single unit or property?

• My tenant's payment failed. What’s next?
• How can I view the payment status for an invoice and verify that my tenant has made payment?
• How long does it take for rent payments to process?
• How do I select which bank account to receive rent payments into?
• If my tenant does not pay rent via Baselane, can I still track rent on Baselane?
• How are late fees calculated?

See all 7 articles

• How do I refund or give a credit to my tenant?
• Once Rent Collection is set up, how do I edit an invoice? How do I mark an invoice as paid and/or delete an invoice?
• Where can I view and edit an existing Rent Collection?
• How can I create a one-time invoice to send to my tenant?

• Can I Screen Tenants with Baselane?
• How to add an new tenant to an unit/property that is currently occupied and receiving rent
• How can I delete my tenant's account?
• How do I resend an invite to my tenant?
• How do I update my tenant’s profile?
• How do I know if my tenant accepted my invitation and is set up on Baselane?

See all 7 articles

• How to Use Latchel for Maintenance Requests
• How do I add a new property?
• How do I add my property financials?
• How do I update an existing property?
• How do I delete a property?
• How do I delete a unit within a property?

• What financial reports can I obtain from Baselane?
• What property metrics can I track in Baselane and how does Baselane calculate them?
• What insights can Baselane provide into my cash flow and property performance?
• What data can be received from tracking my cash flow?
• How can I generate and download custom cash flow statements?

• Will I receive a 1099-INT tax form for my Baselane Banking Savings account(s)?
• What is a 1099-K form? Does Baselane provide me with one?
• How can Baselane help me prepare my taxes?