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Add New Portfolios

TurboTenant Accounting allows easy portfolio addition, managing each separately for distinct bookkeeping or ownership needs.

TurboTenant Accounting makes it easy to add portfolios to your account. Each portfolio is accessed and managed separately; they do not share data.

Additional Portfolios should be used when separate bookkeeping is desired or when there is different ownership. Investors who maintain multiple legal entities that share bank accounts or those who do not record fund transfers between their entities may wish to consider sub-portfolios instead.

To Add a New Portfolio to TurboTenant Accounting

🚀 To add additional portfolios, you’ll need to navigate to the REI Hub Accounting Website. We’re working to bring these tools directly into your TurboTenant Accounting Portal. Coming soon for a smoother, all-in-one experience!

Use any of the Icons in the Accounting tabs to navigate to REI Hub

1) Navigate to the portfolios page

  • Click the profile icon in the upper right corner to reveal the right-side menu, and select Portfolios.

2) Click 'Add a Portfolio'

  • Clicking 'View' will take you back to your existing portfolio.

  • After you have added additional portfolios, return to the portfolios page to view and switch between them.

3) Name your new portfolio

  • Additional portfolios are billed as independent subscriptions.

4) Add properties and accounts to your new portfolio

  • Your new portfolio is not connected to your existing one(s). The onboarding flow will prompt you to create new properties, link bank accounts, track loans, and start keeping the books.

5) Return to the portfolios page to view and switch between portfolios

  • You will also start on this page when you sign in to the system in the future.


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