Managing Entities

Entities are the backbone of your RealBooks organization. Each entity represents a legal structure that owns one or more properties.

Creating an Entity

1. Go to Settings > Entities
2. Click Add Entity
3. Enter the entity details:
   • Name — e.g., “Oak Street Properties LLC”
   • Type — LLC, S-Corp, C-Corp, Trust, or Personal
   • EIN — Employer Identification Number (optional)
   • State of Formation — Where the entity was formed

Assigning Properties

Each property must be assigned to an entity. You can change a property’s entity assignment at any time from the property details page.

Entity-Level Reporting

All financial reports can be filtered by entity. This is especially useful when:

• Filing taxes for each LLC separately
• Sharing reports with entity-specific partners
• Tracking performance across different holding structures

Entity Limits by Plan

Plan	Entities Included
Free	1
Bird Dog	3
DIY’er	5
Mogul	10
Executive	Unlimited

Need more? Add additional entities for $2/entity/month on any paid plan.