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Buildium

APM Help has 23 posts about Buildium, covering account setup, chart of accounts, bank feeds, owner draws, security deposits, and three-way reconciliation. Our teams maintain client books and pass trust-account audits in Buildium nationwide.

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23 Articles

Trust accounting in AppFolio vs Buildium: how the two systems handle it differently
June 1, 2026
2 min read

Trust accounting in AppFolio vs Buildium: how the two systems handle it differently

This comes up a lot when PM companies are evaluating platforms or transitioning between them. Both AppFolio and Buildium support trust accounting but the architecture and workflows are different in ways that matter for compliance.
Security deposit accounting in Buildium: setup, recording, and the escrow reconciliation
May 28, 2026
2 min read

Security deposit accounting in Buildium: setup, recording, and the escrow reconciliation

Security deposits in Buildium need to be handled through a specific workflow from move-in to move-out.
Owner distributions in Buildium: the correct workflow and what breaks trust compliance
May 25, 2026
2 min read

Owner distributions in Buildium: the correct workflow and what breaks trust compliance

Buildium processes owner distributions through Shortcuts in the main navigation,
How bank reconciliation works in Buildium and what to check when it's off
May 21, 2026
2 min read

How bank reconciliation works in Buildium and what to check when it's off

Buildium's bank reconciliation works differently from AppFolio in a few important ways. Understanding the distinction matters if you've worked in one platform and are now managing books in the other.
How to Fix Bank-Reconciliation Discrepancies in Buildium - 2025
July 14, 2025
15 min read

How to Fix Bank-Reconciliation Discrepancies in Buildium - 2025

How to fix bank reconciliation discrepancies in Buildium—identifying timing differences, duplicate entries, and missing transactions for property managers.
How to Set Up Your Chart of Accounts in Buildium - 2025
July 14, 2025
12 min read

How to Set Up Your Chart of Accounts in Buildium - 2025

How to set up a chart of accounts in Buildium for property management—five account types, GAAP-aligned categorization, and ongoing maintenance practices.
Owner-Draw Processing in Buildium: Automated Distribution Setup - 2025
July 14, 2025
2 min read

Owner-Draw Processing in Buildium: Automated Distribution Setup - 2025

How property managers can automate owner-draw processing in Buildium—setting up electronic transfers, recurring distribution schedules, and accurate reporting.
Setting Up Bank Feeds in Buildium for Automatic Transaction Import - 2025
July 14, 2025
14 min read

Setting Up Bank Feeds in Buildium for Automatic Transaction Import - 2025

Step-by-step guide to setting up Buildium bank feeds—automatic transaction imports, smart matching rules, and reduced manual reconciliation for PMs.
Setting Up Trust Accounting in Buildium: Compliance Requirements Explained - 2025
July 14, 2025
11 min read

Setting Up Trust Accounting in Buildium: Compliance Requirements Explained - 2025

Setting up trust accounting in Buildium for state-by-state compliance—separating tenant funds from operating accounts, owner-level tracking, and audit prep.
Bank Reconciliation Basics in Buildium: A Step-by-Step Guide - 2025
July 7, 2025
18 min read

Bank Reconciliation Basics in Buildium: A Step-by-Step Guide - 2025

Step-by-step guide for property managers to reconcile bank statements in Buildium—matching transactions, fixing discrepancies, and maintaining clean books.
How to Generate Clear & Professional Owner Statements in Buildium - 2025
July 7, 2025
12 min read

How to Generate Clear & Professional Owner Statements in Buildium - 2025

How to generate clear owner statements in Buildium—configuring default settings, customizing reports, and delivering them to rental property owners.
Passing a Trust-Account Audit with Buildium - 2025
July 7, 2025
17 min read

Passing a Trust-Account Audit with Buildium - 2025

How property managers can pass a trust-account audit using Buildium—proper setup, reconciliation reports, compliance checks, and year-round audit readiness.
Property Management Accounting Basics in Buildium - 2025
July 7, 2025
19 min read

Property Management Accounting Basics in Buildium - 2025

Property management accounting basics in Buildium—configuring the system, processing rent payments, tracking expenses, and generating reports for property owners.
Stress-Free 1099 Filing with Buildium - 2025
July 7, 2025
15 min read

Stress-Free 1099 Filing with Buildium - 2025

Buildium 1099 filing—generate and e-file 1099-MISC/NEC from vendor data, the $600 threshold, and IRS-compliant recordkeeping for property managers.
Three-Way Reconciliation in Buildium: Balancing Bank, Books & Trust Accounts - 2025
July 7, 2025
18 min read

Three-Way Reconciliation in Buildium: Balancing Bank, Books & Trust Accounts - 2025

Three-way reconciliation in Buildium—matching trust bank, internal books, and client trust ledger balances monthly to maintain state trust-account compliance.
Buildium: When should you use each type of tenant credit?
June 13, 2025
4 min read

Buildium: When should you use each type of tenant credit?

When to use each tenant credit type in Buildium—waiving charges, exchanging credits for goods or services, and refunding via check—with PM use cases for each.
Delivering Outstanding Customer Service in Property Management
February 28, 2025
4 min read

Delivering Outstanding Customer Service in Property Management

How property managers can scale customer service with self-service portals, proactive maintenance, and clear SLAs—without being on call 24/7.
Avoiding Common Pitfalls When Adopting New Tech in Property Management
February 4, 2025
5 min read

Avoiding Common Pitfalls When Adopting New Tech in Property Management

How property managers can avoid common pitfalls when adopting new tech—software transitions, integration checks, and training to keep operations seamless.
Selecting the Best Property Management Software: A Comprehensive Guide
September 6, 2024
3 min read

Selecting the Best Property Management Software: A Comprehensive Guide

Comprehensive guide to choosing property management software—key features, tenant/maintenance/financial tools, and comparison of Buildium, AppFolio, and others.
Revolutionizing Property Management: Beekin's AI Integration with Buildium
January 26, 2024
3 min read

Revolutionizing Property Management: Beekin's AI Integration with Buildium

Beekin Inc. partners with Buildium to integrate AI-driven rental analytics, tenant move-out prediction, and data-aggregation tools for property managers.
Audit-Readiness: Squashing Risk with Tech Enablement
July 18, 2023
4 min read

Audit-Readiness: Squashing Risk with Tech Enablement

Property management external audits explained—why state audits focus on trust banking, what auditors check, and how tech-enabled bookkeeping protects you.
Switching Property Management Software
December 13, 2022
3 min read

Switching Property Management Software

Resources for property managers switching software—AppFolio, Buildium, and Propertyware training, practice databases, and YouTube channels for ramp-up.
A Respectful Distance: Separating Tenant-owed Liability Banking for Painless Audit
January 6, 2022
4 min read

A Respectful Distance: Separating Tenant-owed Liability Banking for Painless Audit

Why property managers using Buildium should maintain three separate bank accounts—rental trust, security deposits, and operating—for clean books and painless audits.