Currently redIQ cannot automatically capture data from historical operating statements. To easily upload historicals to redIQ, the operating statement must be in an Excel spreadsheet from which the data can be copied and pasted into the platform. If the operating statement can only be obtained in PDF format, we recommend using a PDF converter such as Able2Extract to get the data into Excel.
To upload historicals into a deal in redIQ, click the "Add" button in the top right corner, select Add Historicals then the Paste from Excel option.
The data that needs to be loaded must be highlighted in Excel, copied, then pasted into the corresponding box on redIQ. For tips on how to correctly highlight the data to be uploaded, click Show Instructions.
If there are no errors, click Submit in the top right, select the First Expense row and NOI row, and click OK.