How do I read reconciliation results in Meses?
Reconciliation results group every statement deposit by its outcome: matched when it already has a resident assignment, suggested when Meses proposes a match that needs your confirmation, and needs review when there is no reliable match. You can open any payment, inspect its evidence and decide what to do with it.
1. Understand payment statuses
- Matched payments have a resident assignment and a per-period allocation.
- Suggested matches still need your review before they count as confirmed.
- Items without a reliable match remain open for you to resolve.
- Income that is not dues, such as interest or refunds, can be classified as other income.
2. Review a payment
- Open a payment to inspect its date, amount, full reference and matching evidence.
- The evidence explains in plain language why Meses proposes that match, and which sheet, row and cell each figure comes from.
- You can confirm a suggestion, assign a resident and balanced allocation, classify other income, or reopen an earlier manual decision.
- Before saving, Meses shows the exact resident, period and amounts so you can confirm.
- Manual resolutions are identified separately from automatic matches.
3. Use filters and totals
- Use the payment filters to focus on matched, suggested, needs-review or unmatched items.
- The totals always reflect the current saved assignments, including your manual decisions.
- A manual decision does not increase the automatic-match count.
- When everything is resolved and agrees with the bank's printed total, the totals panel turns green.
- Once the results are reviewed, you can apply the changes to your sheet.