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Help Center | Baselane
RE Investors & Landlords
RE Investors & Landlords
General Inquiries
Can I import CSV files into Baselane?
How Baselane Processes Rent Payments with Stripe
How do I unsubscribe from emails?
How does Baselane keep my money and information secure?
Is my Baselane account FDIC insured?
Does Baselane have a mobile app?
See all 11 articles
Profile & Settings
How can I update my email on my Baselane account?
How can I unlock the benefits of Baselane with my BiggerPockets Pro membership?
How to Share Access and Invite Additional Users to Your Baselane Workspace
How do I manage Workspace Settings in Baselane?
How can I update my password on my Baselane account?
Protect your account: A guide to preventing phishing attacks
Baselane Banking - General
$10K Giveaway entry and eligibility requirements
How to Download a Bank Verification Letter in Baselane
What is the difference between a Checking account and a Savings account with Baselane Banking?
How do I add and manage third party recipients?
Baselane Banking - Managing & Opening an Account
How do I create minimum balance transfer rules?
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?
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 16 articles
Baselane Banking - Cards & ATM
What happens if there is fraudulent activity on my bank account?
How do I activate my Baselane debit card, set or change my PIN, and 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 15 articles
Baselane Banking - Checks
How to order a Baselane checkbook?
How to Deposit a Check Using Mobile Check Deposit
How to Send Checks with Baselane
Baselane Banking - Transfers & Payments
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 to Send an ACH Transfer to a Connected External Bank Account?
How to pay my mortgage from my Baselane Banking account?
How to Send a Wire Transfer to Your Baselane Account
See all 11 articles
External Banks & Cards
Why Am I Having Issues Connecting Multiple Chase Logins to Baselane?
How do I remove transactions imported from a connected external account?
How do I connect an External Bank Account or Credit Card to Baselane?
How often does Baselane update my transaction data from linked accounts? What happens if the connection breaks?
Does Baselane Connect with PayPal, Venmo, Cash App, or Zelle?
Transactions
How can I hide an imported transaction from Baselane?
How do I manually add a transaction with Baselane?
How do I search for and filter transactions?
How do I split a transaction?
How can I bulk edit / delete transactions?
How do Baselane categories map to Schedule E categories?
See all 8 articles
Rent Collection - General
How do I create or upload a lease agreement with e-signing on Baselane?
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?
Setting Up Rent Collection
How to Set Up Per Day Late Fees in Baselane's Rent Collection Tool
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?
Rent Collection - Receiving Payments
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 a payment?
How do I select or update the bank account where I receive rent payments in Baselane?
If my tenant does not pay rent via Baselane, can I still track rent on Baselane?
How does 2-Day rent work?
Rent Collection - Invoices
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?
Rent Collection - Managing Tenants
Can I Screen Tenants with Baselane?
How can I delete my tenant's account?
How do I update a tenant’s profile information?
How do I know if my tenant accepted my invitation and is set up on Baselane?
Properties
How do I add and manage my properties on Baselane
How do I update an existing property?
How do I delete a property in Baselane?
How do I delete a unit within a property?
Baselane Bookkeeping
How do I organize my bookkeeping by entity in Baselane?
How to Track Assets, Liabilities, and Depreciation with Baselane
How to Create Custom Categories with Baselane Smart
How does auto-receipt matching work with Baselane Smart?
How does the auto-tag assistant work?
How do I create advanced tagging rules?
Cash Flow & Property Analytics
How do I generate financial reports, rent roll, and tenant ledgers in 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?
Tax Support
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?