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Adding a Tenancy Record

Written byKarishma 1 (1)Karishma Thapa MagarKarishma 1 (1)Karishma Thapa MagarWritten byKarishma Thapa Magar is an ACCA Finalist with experience providing UK accountancy and taxation solutions to clients. She brings strong analytical and problem-solving skills to the table and is able to advise landlord and sole trader clients on the upcoming MTD requirements.View profile
Published on: 14 Sept 2026Updated on: 14 Sept 20264 min read
Adding a Tenancy Record

A tenancy record ties a tenant, a rent and a set of dates to a property. It is what makes rent trackable rather than just money arriving.

Before You Start

  • Start date, and end date or term length

  • Rent amount and how often it is due

  • Tenant names

  • The deposit amount and where it is protected, if there is one

Steps

  1. Open Tenancies from the sidebar and click Add tenancy. On a fresh account the empty state offers Add a tenancy instead; it's the same form.

  1. Choose the Property, then the Unit. Both are required. Where a property has only one vacant unit, it should select itself.

  2. Add the tenants. Search for an existing contact or type a new name to create one without leaving the form. Use Add a guarantor if somebody is standing behind the rent.

  1. Leave the tenancy type alone. RentalBux works it out from the property, its location and who the tenant is. Until a property and at least one tenant are in, the panel tells you it is waiting; after that it fills itself in. There is nothing to choose.

  2. Enter the Start date. Add a Move-in date only where the keys change hands on a different day.

  1. Enter the Rent amount and Frequency. Switch on Make Rent and additional charges recurring if the rent should raise invoices on a schedule, and use Add additional charges for anything billed alongside it, such as parking.

  1. If you are holding a deposit, switch on I'm taking a security deposit and enter the amount.

  2. Now after filling all the details click Add Tenancy.

What Happens Next

The tenancy appears on the property and rent becomes trackable against it, so an arriving payment can be matched to a tenancy rather than sitting as an unexplained credit.

If Something Goes Wrong

  • Two tenancies overlap on one property. Correct the end date of the first. Overlaps produce double-counted rent.

  • A tenancy that started before you joined RentalBux. Enter the real start date. It is history, and it explains the rent that is already arriving.

What a Tenancy Record Is, In Plain Terms

It is the agreement written down in a form RentalBux can use: who is living there, from when, how much they pay and how often. Once it exists, money arriving in your bank can be recognised as “September rent for Flat 2” instead of an unexplained £1,250.00.

Worked Example

Flat 2, 14 Mill Road. Twelve-month tenancy from 01/09/2026, rent £1,250.00 a month, due on the 1st, two tenants named on the agreement, deposit £1,442.00. Entering that once means every rent payment for the next year recognises itself, and the arrears figure if any is always current rather than something you work out at Christmas.

If the Tenancy Started Before You Joined

Enter the real start date. It costs nothing, and it explains the rent that is already arriving. RentalBux will not invent history for the months before you began recording; it simply knows the tenancy exists.

Keeping It Accurate

A tenancy record left stale is worse than none, because the figures look right and are not. When the term changes, the rent changes, or somebody moves out, update the record that week. It takes a minute and it keeps every downstream figure honest.

Support

Common Questions

3 answers · curated
What should I record if there is no written tenancy agreement?

Record the terms you actually operate under. The record does not replace the tenancy agreement.

How should I record a rolling monthly tenancy?

Record the tenancy with its start date and leave the end date blank, as there is no fixed end date.

What if the rent is paid by a company or a parent?

The tenancy should still be recorded in the tenant’s name. You can separately note who is making the rent payments.

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