Mobile App

RealBooks works on any mobile device through your browser — no app store download required. The interface is fully responsive, so you get the same features on your phone that you have on your desktop.

Getting Started on Mobile

Open your mobile browser and go to app.realbooks.io. Log in with the same credentials you use on desktop.

That’s it. Everything syncs in real time — a transaction you categorize on your phone shows up immediately on your laptop, and vice versa.

What Works Great on Mobile

Check Your Portfolio on the Go

Pull up your dashboard to see total portfolio value, equity, and NOI while you’re at a property or meeting with a lender. Having your numbers at your fingertips makes a difference when you’re negotiating a deal or answering a partner’s question.

Log Expenses in the Field

At a property and just paid a contractor? Open RealBooks, snap a photo of the receipt, and PennyAI will extract the vendor, amount, date, and category. It takes about 10 seconds — much better than stuffing the receipt in your pocket and hoping you remember it at tax time.

Review Imported Transactions

Bank-linked transactions come in throughout the day. Use a few spare minutes to review and approve categorizations. Staying on top of this daily (even for just a minute or two) keeps your books clean without a big end-of-month reconciliation session.

Update Project Status

If you’re running a rehab, update task statuses and log project expenses while you’re on-site. This keeps your team (and your budget tracking) current without waiting until you’re back at your desk.

Check Notifications

Stay on top of action items — new transactions that need review, project milestones, or alerts from PennyAI about categorization suggestions.

Add RealBooks to Your Home Screen

For quick access without opening your browser first, add RealBooks to your phone’s home screen. It launches in a standalone window that looks and feels like a native app.

iPhone (Safari)

Open app.realbooks.io in Safari (this doesn’t work from Chrome or other browsers on iOS)
Tap the Share button (the square with the arrow pointing up) at the bottom of the screen
Scroll down and tap Add to Home Screen
Name it “RealBooks” and tap Add

You’ll see a RealBooks icon on your home screen. Tap it to launch directly into the app.

Android (Chrome)

Open app.realbooks.io in Chrome
Tap the three-dot menu in the top-right corner
Tap Add to Home screen (or Install app if prompted)
Confirm the name and tap Add

iPad and Tablets

The same process works on tablets. RealBooks adapts its layout to take advantage of the larger screen — you’ll see the full sidebar navigation and wider data tables, similar to the desktop experience.

Tips for Mobile Use

Use receipt scanning regularly. The best time to capture a receipt is right when you get it. PennyAI processes it in seconds, and you’ll never lose a deduction again.
Review transactions while waiting. Waiting in line, sitting in a parking lot, or on hold with a contractor? Open RealBooks and knock out a few transaction categorizations.
Bookmark the dashboard. If you don’t add it to your home screen, at least bookmark app.realbooks.io for quick access.

Offline Access

RealBooks requires an internet connection to load and sync data. If you’re at a property with spotty service, you can still view pages that have already loaded — but new data won’t sync until you’re back online.

Desktop vs. Mobile

All RealBooks features are available on both desktop and mobile. A few things are easier on desktop due to screen size:

Task	Best On
Reviewing large transaction lists	Desktop
Generating and reviewing tax reports	Desktop
Running ad hoc reports with filters	Desktop
Logging a receipt or expense	Mobile
Checking portfolio metrics	Either
Updating project statuses	Either
Approving transaction categories	Either

Need Help?

If you run into any issues on mobile, reach out to us at hello@realbooks.io or visit the FAQ.