Quick Start

Get from sign-up to your first logged transaction in under 10 minutes.

1. Create your account

Go to app.estavo.app/register (opens in a new tab). Enter your email and a password. No credit card required.

Estavo creates your organization automatically on first login. Your organization is the root of all your data — properties, units, transactions, and team members all belong to your organization.

2. Add a property

From the Portfolio view, click Add property.

Fill in:

• Property name — a short label (e.g., "Oak Street Duplex" or "Unit 7B")
• Address — full street address
• Owner — who legally owns it (you, an LLC, a trust)
• Status — Active, Under renovation, Off market, or Sold
• Unit count — how many rentable spaces this property contains

Single-family homes automatically create one unit. Duplexes, triplexes, and multi-unit buildings let you name each unit.

3. Set up a unit

Each unit has a lease type that controls which features appear:

Set the lease type when you create the unit. You can change it later.

4. Add an obligation (optional)

Obligations are recurring financial commitments — mortgage payments, insurance premiums, utility bills.

From the Portfolio view, open your property and click Add obligation.

Estavo will generate draft transactions on schedule. You confirm or adjust each one before it posts to your ledger.

5. Log a transaction

Go to the Money view. Click Add transaction.

Select:

• Unit — which unit this income or expense belongs to (shared property costs like mortgage can attach to the property)
• Direction — Credit (income) or Debit (expense)
• Amount
• Category — IRS Schedule E category (e.g., Utilities, Repairs, Insurance)
• Date

That's it. The transaction appears in your ledger, ready for tax season.

Next steps

• Add more properties
• Understand how Money works
• Set up obligations for recurring bills