How do I reconcile a month in Meses?
To reconcile a month in Meses, choose the property and month, add your expected-payment records and the bank statement for that same month, start the reconciliation and review the results. Meses proposes who each deposit belongs to; you confirm anything uncertain and, if you want, update your Google Sheet with verified changes.
1. Choose a property and month
- Select “+ Reconcile a month” in the sidebar.
- Choose the property and month you want to reconcile, then continue.
- Each reconciliation is saved for that property and month, so you can come back to it later from the history.
2. Add the two required sources
- Add the resident and expected-payment records from Google Sheets or an uploaded file. If they are not ready yet, see how to prepare your records.
- Then add the bank statement PDF for the same month.
- You can also add payment receipts as optional supporting evidence.
- Check that both required sources are ready before continuing.
3. Run the reconciliation
- Meses finds your records, reads the statement deposits, compares payments and saves the results.
- You see the real processing stages while it runs.
- If Meses cannot validate a source or the statement is for a different month, follow the recovery instructions shown on screen before retrying.
4. Review and resolve payments
- Review the results by status: matched, suggested and needs review.
- Open suggested or unresolved payments to check the date, amount, reference and evidence.
- Confirm a suggestion, assign a resident with balanced allocations, or classify other income when appropriate.
- Manual decisions are saved separately from automatic matches. More in understanding results.
5. Optionally update Google Sheets
- When you are ready, use the sheet update action to review the proposed changes.
- Select the ready changes you want to apply.
- Meses confirms each change was written correctly; unresolved items or items without a clear place in your sheet stay out of the plan.